Salesforce Automation With Workflow Rules

Learn Salesforce workflow Rules & automate processes in Salesforce. Automate business processes with Salesforce Workflow

What you'll learn
Salesforce Workflow rules
Automate complex business processes using Salesforce workflow Rules
Learn how to send email alerts with Salesforce workflow Rules
Create tasks automatically with Salesforce workflow Rules
Field updates using workflow
Use Salesforce workflow Rules to Integrate using outbound messages
Requirements
Basic knowledge of salesforce objects & fields
Description
Want to learn automation in Salesforce using Workflow Rules ?Salesforce Lightning Workflow rule course is for admins/developers who are interested to learn the automation tools and also those who want to acquire the Salesforce certification. The course will take you through various automation's possible with Workflow Rules and will teach you how to solve from basic to complex business use cases through simple point and click method. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.After completing this course, you'll be able to:Update fields using workflows.Email alert using Salesforce workflow rules.Use Salesforce workflow rules to Schedule emailsTime Dependent Salesforce workflow rules.Auto create and assign tasks in Salesforce.Sending outbound messagesThe course is made very concisely keeping in mind that all the relevant information regarding salesforce Workflows is covered. The Salesforce Workflow Rule course will help new admins as well the existing admins to create automation processes on the platform as per the business needs. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.At the end of the course you will be able to solve simple to complex business use cases using the Workflows. The course will give you knowledge and hands on experience on lightning platform and the workflow rules which is needed to take up various Salesforce certifications exams. I am updating and will keep adding new content in this course regularly.Happy Learning!!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 What is Workflow?

Section 2: Understanding Workflows

Lecture 3 When to use workflow

Lecture 4 When not to use workflow

Section 3: Automating Field Updates

Lecture 5 Create Your First Workflow Rule

Lecture 6 Enhance Your Workflow

Lecture 7 Changing Record Types Use Case

Lecture 8 Pre Work - Creating Record Types

Lecture 9 Field update workflow

Lecture 10 When a workflow evaluates

Lecture 11 Opportunity Naming Convention Use case

Lecture 12 Enforcing Opportunity naming Convention

Lecture 13 Debug and Testing

Section 4: Sending Email Alerts

Lecture 14 Daily Allocations for Email Alerts

Lecture 15 Creating Email Alerts

Lecture 16 Creating Email Alert Workflow

Section 5: Time Dependent Workflows

Lecture 17 Time Dependent Workflow Use Case

Lecture 18 Creating Time dependent Email Alert

Lecture 19 Creating Time dependent Field Update

Lecture 20 How to check Scheduled Workflows?

Lecture 21 Use Case : Recursive Workflow

Lecture 22 Field Updates That Re-evaluate Workflow Rules

Lecture 23 Final Recursive Workflow

Lecture 24 Testing Recursive Workflows

Section 6: Tasks Assignment

Lecture 25 Create Task Use Case

Lecture 26 Demo : Creating Tasks with Workflow Rule

Section 7: Outbound Messages

Lecture 27 What is Outbound Message?

Lecture 28 Demo : Creating Outbound Message Workflow Rule

Section 8: Workflow Vs Flows

Lecture 29 Workflow Vs Process Builder Vs Flow Builder

Section 9: Conclusion

Lecture 30 What's Next?

Lecture 31 Bonus Lecture

Students who want to learn and automate in salesforce using Workflow.,Salesforce Admins/app builders/Developers.