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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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Using workflow to automate your work

A variety of business processes are included in your organization for day-to-day work. You can automate your organization's business process using Salesforce's workflows. You can use workflows to assign tasks, update fields, send an e-mail alert, and send an outbound message. A workflow is a powerful feature provided by Salesforce to automate your business process. Let's start with an example. Whenever a participant with an age of more than 18 years registers for an event, Appiuss would want the participant to perform certain actions. The actions are as follows:

  1. Update the Twitter handle with Appiuss.
  2. Assign a task to the user Sara Bareilles and set the due date 15 days after the record creation date.
  3. Send an ...

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