Workflow rules are a great way to execute business logic automatically. Knowing the capabilities of workflows will help you come up with efficient solutions for your users that lead to fewer clicks and cleaner data. Let's take a look at how this is done.
You are the Salesforce admin for XYZ Widgets. The sales manager has a use case where, when a sale is closed, a few things are done manually by the sales rep:
- Delivery Installation Status is set to In progress.
- A schedule installation task is created and assigned to an onboarding rep.
- An email is sent to the sales manager.
- A task is created for the sales rep to follow up 30 days after the sale closes.
As you analyze the requirements...