Salesforce Workflow: Getting Started

by Scott Lee

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.

What you'll learn

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

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and serves as a Salesforce architect primarily in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management ... more

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