Salesforce Workflow Automation

Workflow Rules are automated processes to send E-mails alerts, assign tasks, update fields on trigger criteria based requirements. To create a new rule: Select the object to which the workflow rule applies. Work Flow Setup -> Create -> Workflow & Approvals -> Workflow...

Salesforce workflow, salesforce workflow automation examples

Defi:Workflow Rules are automated processes to send E-mails alerts, assign tasks, update fields on trigger criteria based requirements. Salesforce Workflow is a business logic that evaluates the records as they are created, updated in an object to apply automated process like Assigning Tasks,...

Salesforce approval process

Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object...

Using Formula Fields

Many times we need to manipulate the values of the fields stored in the Salesforce object by applying a few conditions or calculations. For example, we need to get the Account number value linked to the contact object, so that we can find the Account number from the contact name. In such scenarios,...

Validation rules in salesforce

What is a Validation Rule? Validation rules in Salesforce are the rules which contains a formula expressions that validates our data and returns a value of “True” or “False. Validation rule contain Formula expressions. It evaluate the data entered by the user. Validation Rule displays error...