Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Process Automation Introduction

Salesforce Certified Advanced Administrator - Part 3 • 3m 21s

Up Next in Salesforce Certified Advanced Administrator - Part 3

  • Automation Home

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

  • 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

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