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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality 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...

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