Part III-1.Field Update in Salesforce

In Salesforce you can automate the update of many field records using workflow rules. We will create two workflow rules: Workflow rule  checks the Event booked checkbox and sets the Lead Status to Working – Contacted when the event is scheduled or rescheduled by Customer To create Workflow rules: Log in to Salesforce. In your Salesforce Setup page, go to Create > Workflow…


Part III. 2. Validation in Salesforce

Introduction to Validation Rules Validation rules verify that data entered by users in records meet the standards you specify before they can save it. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” Validation rules can also include…


Part III. 3. Process Builder in Salesforce

Introduction Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which we call an Account in Salesforce), changes its location. You’d want a way to automatically update the business address of all the people that work…


Part III. 4. Time Based Workflow in Salesforce

In salesforce we can create time based workflow.To setup a delay in the workflow action, click the “Add Time Trigger” button in Workflow. The next screen asks you to set the length of the delay in hours and days. Minutes is not available and even when you select hour, it can be anytime during that…


Part III. 5. Visual flows in Salesforce

To create flow in salesforce, From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. Drag the appropriate elements onto the canvas. Each element represents an action that the flow can execute. Examples of such actions include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or  manipulating data. Every flow…