October 2014
Intermediate to advanced
158 pages
3h 18m
English
Content preview from Salesforce Essentials for AdministratorsBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Workflows
Often, our application needs the ability to send e-mail alerts, create and assign tasks on creation and modification of records, or update some of the fields depending on user input.
A common life business scenario could be that on the closure of a case (more specifically, when the status of the Case field changes to the value closed), I would like to assign a task to a service rep to inform the customer that their case has been closed and also send an e-mail to the contact (customer) that their case has been resolved.
To achieve all these functionalities, Salesforce has provided us with a toolset named workflows.
To start building a workflow, navigate to Setup | Create | Workflow & Approvals | Workflow Rules, as shown in the following ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.