Up to this point we have dealt with the foundations and User Interface of the Contract Management Application. Now it is time to address some of the more complex pieces that we want to happen automatically, behind the scenes in Salesforce.
That means we will work through automating much of the Contract Management application. Throughout the lectures found in this module, we will take this application from being static to dynamic – able to handle complex business use cases that can be deployed in a real-world environment and business.
One of the more complex things to master in Salesforce is knowing which automation tool to use, based on different scenarios. We will be covering Workflow Rules, Approval Processes, the Process Builder, the Cloud Flow Designer, Log In Flows, and we’ll also touch on scenarios for automation that require coding.
An effective application solution ensures that nothing falls through the cracks, and that’s where automation really shines in Salesforce. We will be creating workflow rules and accompanying actions, such as email alerts, tasks, email templates, field updates, and more.
We’ll also look at ways to combine and then retire multiple workflow rules into a single process. We’ll also cover how to make things happen years into the future inside of Salesforce, so that regardless of who’s working for the company in a few years, whomever owns a specific account can still be alerted whenever a contract is coming up for renewal.
It’s time to automate our Contract Management app!
Part 7 - Application Automation Pack Workbook - https://kartrausers.s3.amazonaws.com/mikewheelermedia/2551840_1542649929281Bootcamp3WorkbookModule7new.pdf