Salesforce Workflow Workshop
Type Web or On-Site
Duration

2 1/2 Hours

Fee $450 for up to 4 students
Audience Administrators & Power Users
Prerequisites Strong working knowledge of Salesforce CRM
   

 

Instructor

 

 

 

Intended for experienced Salesforce users and administrators of the Enterprise or Unlimited Edition, this workshop provides hands-on lab sessions and instruction on the design and deployment of workflow rules and actions.

Topics

  • Overview of Salesforce Workflow capabilities and options
  • Best Practices for Workflow design and deployment
  • Creating Workflow Rules and Actions
  • Field Updates
  • Using Time-Based Workflow
  • Questions & Answers
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