Salesforce Workflow: Getting Started

Every Salesforce administrator, developer, or specialist should know Workflow. This Pluralsight course gives a practical introduction to using Workflow, including how to enact field updates, send email alerts, send outbound messages to APIs, and create Tasks. Check out the course today!

Salesforce Workflow is one of the essential automation-by-clicks tools of the Salesforce platform, and any aspiring Salesforce administrator or developer will find knowing Workflow essential. This course, Salesforce Workflow: Getting Started, provides a practical introduction to Salesforce Workflow, Visual Workflow, and how to introduce automation processes in harmony alongside the efforts of other Salesforce automation. First, you'll explore Workflow at a high level and get an understanding of its uses. Next, you'll learn how to create your own Workflow rules and actions that enact field updates, send email alerts, send outbound messages to outside systems, create Task records, and produce time-dependent actions. Finally, you'll see a comparison to the Visual Workflow tool, and gain an understanding of how to begin designing your own Visual Workflows. By the end of this course, you'll have a better understanding of how Salesforce Workflow can impact your organization. Software required: A Salesforce developer org.

• Course Overview 1min
• Introduction 9mins
• Understanding Workflow at a High Level 13mins
• Automating Field Updates Using Rules 22mins
• Sending Email Alerts to Users 11mins
• Tasks, Custom Objects, and Users 15mins
• Leveraging APIs with Outbound Messages 11mins
• Using Visual Flows with Workflow 23mins
• Conclusion and Considerations 7mins