Salesforce Automation Tools Workflow Rule and Process Builder | Email Templates | Ep 5
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Күн бұрынJoin us to learn about how to Automating Business Processes with Workflow Rule, Process Builder | Email Templates.
0:00 Introduction
3:41 What is a Business Process?
7:33 Automating Processes using Workflow Rule
27:30 Email Templates
43:05 Process builder in Salesforce
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@parulgaur7536 2 жыл бұрын
Thank you Apex hours all guys for all these learning videos..very knowledgeable for beginners and explain the things very clearly.
@apexhours 2 жыл бұрын
Our pleasure! keep watching
@pratikshajadhav2579 3 жыл бұрын
THANK-YOU so much @Amit Sir, for the first time I actually understood the difference between workflow and process builder!! Thank-you so much
@apexhours 3 жыл бұрын
Thank you so much. Such comment simply make my day spl. Happy Thanksgiving
@apexhours 3 жыл бұрын
Check this session to learn more about flow kzfaq.info/get/bejne/edliYLCYuZ69e58.html
@pratikshajadhav2579 3 жыл бұрын
@@apexhours Happy Thanksgiving 😇
@Bursted15 4 жыл бұрын
Great video, thanks!
@apexhours 4 жыл бұрын
Thanks
@zaharaali8519 2 жыл бұрын
Amazing series and great information!! Its a big help Sir!
@apexhours 2 жыл бұрын
Glad to hear that! Keep watching and share with others
@kiranvrao9714 3 жыл бұрын
Very helpful as always, thank you
@apexhours 3 жыл бұрын
Glad it was helpful!
@maguluripadmavathi6949 5 жыл бұрын
By changing the closed date, if the time based workflow's scheduled date calculate to past then the time based work flow action will trigger immediately
@sivavidya08 3 жыл бұрын
When we use past date as close date still workflow in queue but previous day. But how it is valid? after refresh page workflow is removed from queue
@raghumylapilli507 5 жыл бұрын
if we trigger the time based workflow for one day before the opportunity closed and we assign the closed date to today then its scheduled date is shown to yesterday . Its works fine
@maguluripadmavathi6949 5 жыл бұрын
Is it possible to send the email to multiple people using time based workflow? For example if multiple contacts are present and needs to send email to all the contacts associated to the opportunity. Is it possible using workflow or process builder?
@SHAKTIJEWELLERSROHINI 3 жыл бұрын
in crtieria you are putting time based action i.e 1 day before opportunity close, but how it will calculate before 1 day as how we will know opportunity will change to closed before 1 day @Salesforce Apex Hours
@sivavidya08 3 жыл бұрын
It's a good session thanks for sharing. Can you share some realtime scenario for interview . And i have a concern here as we can much more things with Process builder and flows then organizations are using work flows ?
@apexhours 3 жыл бұрын
We will try
@pratikshajadhav2579 3 жыл бұрын
Because using Process builder we cannot send an outbound msg, so in that case we have to use workflows
@kirtikawale2066 3 жыл бұрын
Hii ,I have to create workflow rule when leave application will be created then email alert send to manager. Can you help me..?
@swaroopanalla2898 3 жыл бұрын
How do we debug a process builder?
@apexhours 3 жыл бұрын
We will create one recording on same soon
@shivanidubey4539 4 жыл бұрын
If Opportunity Close Date is same day i.e. today, workflow will not get fired.
@apexhours 4 жыл бұрын
Try once :)
@shivanidubey4539 4 жыл бұрын
Sir, I have gone through the Opportunity Close Date. It will get fired 1 day before whether we select today as close date.
@arnabsaha9483 3 жыл бұрын
process builder = 43 min
@apexhours 3 жыл бұрын
Keep watching
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