Before closing this book, we'll dive into process automation and show the main features for providing a highly efficient process design.
In this chapter, we'll see what process automation is and which tools the Salesforce platform delivers for an administrator to enhance process automation; then we'll focus on workflow rules, a platform feature that delivers point and click automation, meant to automatically execute actions (such as field updates, and emails) on records based on specific conditions for the field, just like a programmer would do while coding, but without any code!
In this chapter, you'll learn the following:
- What process automation is
- How to build workflow rules
- How to apply different automated actions
- How time-based workflows can be set up
