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Automation Home

Salesforce Certified Advanced Administrator - Part 3 • 2m 27s

We take a look at the Automation Home page, which is currently in Beta.

Up Next in Salesforce Certified Advanced Administrator - Part 3

  • Process Automation Cheat Sheet
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    Process Automation Cheat Sheet

    Process Automation Cheat Sheet

    Here is a Process Automation Cheat Sheet to help you determine which automation tool to use in Salesforce, given your specific scenario.

    Resources:
    Process Automation Cheat Sheet (PDF) -
    https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/SF_Process_Automation_cheatsheet_web.pdf

    Wh...

  • Workflow Rules and Available Actions
    04:14
    Workflow Rules and Available Actions

    Workflow Rules and Available Actions

    In this lesson we discuss the four actions available from Workflow Rules - Tasks, Email Alerts, Field Updates and Outbound Messages.

  • Field Updates via Workflow Actions
    09:44
    Field Updates via Workflow Actions

    Field Updates via Workflow Actions

    In this lesson we add a field update to a workflow rule. Good times are had by all. It's that simple.

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