Salesforce Automation with Workflow Rules

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

Want to learn automation in Salesforce using Workflow Rules ?

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.

Course Content

  • Introduction –> 2 lectures • 5min.
  • Understanding Workflows –> 2 lectures • 8min.
  • Automating Field Updates –> 9 lectures • 42min.
  • Sending Email Alerts –> 3 lectures • 9min.
  • Time Dependent Workflows –> 8 lectures • 30min.
  • Tasks Assignment –> 2 lectures • 6min.
  • Outbound Messages –> 2 lectures • 8min.
  • Workflow Vs Flows –> 1 lecture • 3min.
  • Conclusion –> 2 lectures • 2min.

Salesforce Automation with Workflow Rules


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 emails
  • Time Dependent Salesforce workflow rules.
  • Auto create and assign tasks in Salesforce.
  • Sending outbound messages

The 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!!

Get Tutorial