In this chapter, we learned what workflow rules are and the use case for using workflow rules to increase efficiency. We learned how to set rule criteria and evaluation criteria. We gained the skills needed to create immediate and time-based workflow actions including field updates, tasks, and email alerts. We learned what outbound messages are used for. This gives us the skills needed to turn business automation requirements into Salesforce technology solutions.
We also understood how to activate and test our workflow using a combination of checking the records and various log files. With the use of these skills, you will be able to troubleshoot and debug any issues with your workflow rules.
In the next chapter, we will cover process builders, which are similar to workflows but offer other automation features that are not available with workflow rules.