Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

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 e-mail alert to VP marketing after two days of the record creation date.

  4. There are two types of actions possible with workflow:

    • Immediate workflow action: This will fire as soon as the workflow meets the entry criteria

    • Time-dependent workflow action...