Learn Salesforce Workflows
4.1 (23 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
86 students enrolled

Learn Salesforce Workflows

Learn Salesforce Workflows in 1 day!
4.1 (23 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
86 students enrolled
Created by Mos Chowdhury
Last updated 8/2016
English
English [Auto-generated]
Price: $19.99
30-Day Money-Back Guarantee
This course includes
  • 35 mins on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn Salesforce Workflow in a short time frame
  • Learn SMART. You will automatically be digesting information easier
Requirements
  • Computer/Laptop and internet access
  • Hunger to learn
Description

The purpose of this course is to enable students of all levels to Learn Salesforce Workflows within a very short time.

Workflows are one of the essential automation features of Salesforce.  Knowing how to send out emails, create tasks or update fields as a result of a change in a record, is key in getting certified, learning Salesforce and being successful in the workplace.

Have the peace of mind of being taught by a Certified Salesforce Instructor.

Who this course is for:
  • People of ALL levels can take this
  • Anyone looking to learn how to conquer Salesforce FAST
Course content
Expand all 12 lectures 35:29
+ Introduction
4 lectures 02:20

Welcome message to students.

Preview 00:09

A short introduction about myself.

Preview 01:24

Short note from the instructor.

Note from Instructor
00:28

Overview of the topics that will be covered.

Preview 00:19
+ Creating and Understanding Workflows
5 lectures 21:25

Students will learn the order in which Salesforce Rules will trigger.

Preview 01:40

Students will get an overview of what a Workflow is.

Preview 00:48

Students will learn how to create a Workflow focussing on the Evaluation Criteria.

Creating a Workflow - Evaluation Criteria
07:22

Students will learn how to create a Workflow focussing on the Workflow Criteria.

Creating a Workflow - Workflow Criteria
02:42

Students will learn how to create and add Workflow Actions to a Workflow Rule.

Creating a Workflow - Workflow Actions
08:53
+ Running and Verifying a Workflow
2 lectures 05:44

Students will learn how to check that Workflow Actions are triggering correctly.

Running a Workflow - Workflow Actions
02:04

Students will learn the difference between running a Workflow using two different Evaluation Criteria.

Running a Workflow - Evaluation Criteria Variation
03:40
+ Time-Based Actions
1 lecture 06:00

Students will learn how to create a, trigger and check Time-Based Workflow Actions.

Preview 06:00