Chapter 7: Be a Workflow Champion
With this chapter, we are starting the process automation section of the book. We will begin by talking about the first ever automation feature that the Salesforce platform introduced many years ago (I wasn't part of the Salesforce universe at that time!), called workflow rules.
We will learn all about configuring Workflow Rules to create simple, yet powerful, automated actions based on record creation and update. We'll be dealing with available automated actions to perform operations on records or simply send an email to specific users. We'll also learn about the limitations of this technology, following some useful examples to break the subject down.
In this chapter, we'll learn the following:
- What automation ...
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