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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Configuring workflow rules


You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of the following:

  • Criteria that cause the Salesforce CRM application to trigger the workflow rule

  • Actions that execute immediately when a record matches the criteria

  • Time-dependent actions that the Salesforce CRM application processes when a record matches the criteria, and executes according to the specified time triggers

The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:

Rules

Actions

Users

  

Object

Criteria

E-mail alerts

Immediate

People

Time-dependent

Tasks

Immediate

Time-dependent

Field updates

Immediate

System

Time-dependent

Outbound messages

Immediate

Time-dependent

Example workflow rule

    

Opportunity

Whenever an opportunity record is updated

E-mail Alert

Immediate

Account Owner

Tip

Create workflow actions ahead of workflow rules. Create actions and any...

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