Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Cross Object Field Updates via Workflow Rules

Salesforce Certified Advanced Administrator - Part 3 • 10m

Up Next in Salesforce Certified Advanced Administrator - Part 3

  • Email Templates and Email Alerts

    Which came first? The Email Template or the Email Alert? Exactly.

  • Troubleshooting Email Alerts

    In this lesson we first fix our Email Template so that the Opportunity URL Link actually works. Now that our template works, we then address various administrative options to help you figure out why email alerts are not going out from Salesforce. We look at Deliverability and Test Deliverability,...

  • Creating New Object Records via Workf...

    The only object you can create new records for from Workflow Rules is for tasks. In this lesson, we add an additional action to our workflow rule to create a new task.