Business process automation is one of the most important aspects of being a Salesforce system administrator. Taking manual processes and creating automation around those processes saves time and leads to better efficiency all around for your organization. The first type of automation tool we will cover from this chapter onward is workflow rules. Workflow rules allow you to create workflow actions based on a triggering event such as a field update. Workflow actions can be field updates, sending emails, creating tasks, or creating outbound messages.
In this chapter, we will cover the following topics in detail:
- Creating workflow rules
- Setting evaluation and rule criteria
- Creating immediate workflow actions
- Creating time-dependent workflow actions
With the help of these topics, you will be able to understand the business use case for creating workflow...