Welcome to our tutorial on using Visual Studio Code and the Salesforce DX CLI in Salesforce development!
In this video, we will talk about configuring Workflow rules in Salesforce.
Workflow rules are an integral part of Process Automation.
Even though, Flow Builder might be the hottest deal in the no code market right now, but it is crucial that you know and understand how Workflows work.
In this session of Learn Salesforce With Me, I discuss about
What are Workflows
What are the mandatory things you need to configure a Workflow?
Differences between Evaluation Criteria
Setting up the Entry Criteria
Immediate Workflow Actions like Task creation, Field Updates, Email Alerts & Sending Outbound Messages
At the end, I have a hands on assignment for you but is not disclosed. Comment below if you would like to try out some workflow rules yourself and I will ensure I share some hands on assignment questions you can try and tell me how it turned out.
See you in the next lecture. Till then, happy learning!
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That’s all from this video. See you in the next video. Till then, breathe long and keep learning :)