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Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe

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Automating time-based actions using workflows

A workflow is a simplified version of Process Builder. They work on a simple statement: if the condition is satisfied, do something. A typical workflow is shown in the following diagram:

Automating time-based actions using workflows

Exercise—sending e-mail to members

Library Management wants to send an e-mail reminder to any member who, seven days after taking out a book, has still not returned it. They have an e-mail template ready to send the reminder.

The following steps will illustrate how to create a workflow:

  1. Navigate to App Setup | Create | Workflow & Approvals | Workflow Rules.
  2. Click on New Rule to begin.
  3. Select the object on which the workflow ...

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