Salesforce Workflow: Getting Started

Every Salesforce administrator, developer, or specialist should know Workflow. This course gives a practical introduction to using Workflow, including how to enact field updates, send email alerts, send outbound messages to APIs, and create Tasks.
Course info
Level
Beginner
Updated
Jan 16, 2018
Duration
1h 53m
Table of contents
Description
Course info
Level
Beginner
Updated
Jan 16, 2018
Duration
1h 53m
Description

Salesforce Workflow is one of the essential automation-by-clicks tools of the Salesforce platform, and any aspiring Salesforce administrator or developer will find knowing Workflow essential. This course, Salesforce Workflow: Getting Started, provides a practical introduction to Salesforce Workflow, Visual Workflow, and how to introduce automation processes in harmony alongside the efforts of other Salesforce automation. First, you'll explore Workflow at a high level and get an understanding of its uses. Next, you'll learn how to create your own Workflow rules and actions that enact field updates, send email alerts, send outbound messages to outside systems, create Task records, and produce time-dependent actions. Finally, you'll see a comparison to the Visual Workflow tool, and gain an understanding of how to begin designing your own Visual Workflows. By the end of this course, you'll have a better understanding of how Salesforce Workflow can impact your organization. Software required: A Salesforce developer org.

About the author
About the author

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone. My name is Scott Lee, and welcome to my course, Salesforce Workflow: Getting Started. I am the founder and director of Elega Corporation. I've also worked for other companies for many years as a Salesforce and software developer. Did you know that you can automatically update records in your Salesforce database without ever having to write any traditional programming language? It's possible with Workflow. In this course, we're going to enact field updates, send emails alerts, learn how to configure outbound messages, create task records, all using Workflow, and introduce Visual Workflow, another tool for point-and-click automation. By the end of this course, you'll now how to create your own workflow rules, having seen practical real-world style examples, and have a better idea of choosing the right Salesforce automation tool for a given problem. Before beginning the course, you should be familiar with Salesforce objects and records. Overall, this is built with the beginner in mind. You are not required to have had any administrative or development-related experience. I hope you'll join me on this journey to learn Salesforce Workflow and Visual Workflow with the Salesforce Workflow: Getting Started course, at Pluralsight.