Workflows in Salesforce | Automation Process | Types of actions
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- Опубліковано 4 жов 2024
- In this video, Shrey gave the detailed knowledge of how Workflow in Salesforce works.
Following topics are covered in this video:
1. How to automate the process using the point and click tools which are provided by Salesforce?
2. Why do we need to automate the process?
3. What is the Automation Process?
4. What are the Workflow Rules?
5. What are the types of actions you can execute with the help of Workflow Rules?
6. What are Immediate Actions?
7. What are Time-Triggered actions?
8. What is the Evaluation criteria and why is it important?
9. What are the types of evaluation criteria for Workflow in Salesforce?
We hope you enjoy the video and take another step forward in your journey with Salesforce. This video is from the Salesforce Administrator & App Builder course which is designed and curated by Shrey Sharma, one of the top best Salesforce Trainer in the world.
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#salesforce
#learnsalesforce
#salesforcehulk
#salesforceworkflows
Who Are you man...... Amazing lecture...! My trainers failed drastically in the work that you have done wisely and understandably...! Loved it..!
Thanks man!
I second that
Today I see the result from google that you are the no.1 salesforce trainer in the world...
Hi Shrey..excellent videos. I cleared Admin with help this material. Preparing for Platform app builder certification. Can you also upload Process Builder & Lightning Flows lecture.
Please upload videos on lightning flows, waiting for that. Many thanks for all the amazing videos on SF.
Thank you so much bhaiya for ur effort.. Thank u for providing us these videos.. .. So thankful to you😇
It's my pleasure
Good expailanation bro
Hey shrey, please do series on flows.
Hey shrey, please do series on process builder and flow builder.
ua-cam.com/video/ICYV35wH4DI/v-deo.html
Hi Shrey, I am big fan from a long time and I searched your channel inside out I could not find the flow builder in detail. If there is a videos available can you please share the link
Amazing explaination
Thanks
@@SalesforceHulk Please make a video lecture on Process Builder in salesforce.
I can't find it in any playlist.
Please Shrey Sir
Hi Shrey, I think you should add videos on process builder and flows in this playlist too. They are a important part of automation.
sure we will!
@@SalesforceHulkPlease add flows class also asap.
Hi Shrey, could you upload some videos on flows, please. Thanks
Hi,thank you for this excellent vedios.can u please make vedios on flow builder and process builder elaborately.
Shrey I need a Process Builder Video ASAP!!
Sure I will prepare it very soon.
@@SalesforceHulk but when???
Can you upload process builder video....
Hi shrey..pls do videos on flows
Hi. Can you please upload flow builder and process builder lectures. Thanks
Hits different when Workflows are discontinued in Winter '23 release notes.
"Smashing is what Hulk does best!"
Whether it is the enemy's head or Salesforce's complex topics. :)
Shey please upload new version of concepts I have already gone through these videos before corona.
What about flows I can't find that here
We will upload it soon !
After deleting the records which were about to get triggered to add Time dependent Workflow action , I cant get those records (which were deleted) in the page of workflow time based
Nice Shrey informative video 🙂
Please explain flows its going to be very useful for us.
@@richadwivedi2616 Yeah me too waiting for in-depth video on flows.
Shey please upload new version of concepts I have already gone through these videos before corona.
why we cannot have a time trigger workflow in "created and everytime its edited"????
Hi Shey how do I collect notes/Books which is written by you.
Thanks - Workflow Rules -
Automation Tools.
Declarative Tools- Workflows , Process Builder , Approval Process,Lightening Flows .
WorkFLow Rules -Evaluation Criteria -
1>When Record is Created -
2> Created or when it is Edited -
3>Created and any time its edited to subsequently meet the criteria.-if Earlier was meeting the criteria , it will not be evaluated this time .
Action- Immediate action-
TIme Triggered action -
Programmatic - Trigger
Hi @salesforce hulk, is it possible to use an automation rule in association to lead stage and lead statuses? So for example if a CSM selects the lead stage as ‘initial reach out’ can the lead status automatically change to ‘sales accepted’?
Yes
Yes it can be Done Simply by using Before Trigger Flow where you can simply check the condition.
Hii I am new in salesforce admin could please suggest me how to clear the admin exam.
We have a dedicated video on the Salesforce Admin roadmap. Please watch it to understand all the concepts you need to master. In that video, we've also shared free resources you can use to learn Salesforce Administration. Here is the video link:- ua-cam.com/video/qjqItmQDrs8/v-deo.htmlsi=uDV9pGZpVUNi5lau
@@SalesforceHulk thanks for your response
Sir when I created a new student...
Hitting a snag:-the new owner must have read permission.
How can i solve that
Hi Guna Sree,
It is because the user does not have access to the object.Please provide the user atleast Read Permission in order to assign record.
@@megheshshenoy thanks for the reply
Hey shrey maine aapko LinkedIn pr msg kiya but reply nhi aaya plz reply me mai aapse bat krna chahta hu how to contact to you?
Automation tool to automate process.
Task
Email alert
Field update
Outbound message
Saaf saaf aur aram aram se bol bhai.
Badbada kyu raha hai
I didn't understand
What exactly?
S K if u are not understanding then I would suggest watch his other videos u need to be strings on certain concepts before going to workflow as it is the first automation that comes in Salesforce
Follow hulks all videos and u should be all good man , just in few months u would be master..