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.
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