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Force Platform Fundamentals: An Introduction to Custom Application Development in the Cloud by Andrea Leszek, Adam Gross, Nick Tran, Dave Carroll, Caroline Roth, Chris McGuire

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Creating Workflow Rules That Assign Tasks

For our first use of workflow, we want to create two rules: one that assigns a “Send Rejection Letter” task to the relevant recruiter whenever the Status field of a job application record is set to Rejected, and one that assigns an “Extend Offer” task to the relevant recruiter whenever the Status field of a job application record is set to “Extend an Offer.” Let’s start with the “Send Rejection Letter” workflow rule.

Try It Out: Creating the “Send Rejection Letter” Workflow Rule

To make this rule entirely functional, we’ll need to define both a workflow rule, which specifies the criteria for when the rule should be executed, and a workflow task that includes the “Send Rejection Letter” task template. ...

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