Workflow Tutorial
This tutorial discusses the overview of workflow rules, its configuration, and execution with a handful of scenarios.
Edition required:
Enterprise and Ultimate
Profile Permission:
Users with Manage Workflow rule permission
Learning Objective:
To understand how to configure and execute a Workflow Rule for different requirements
At the end of this tutorial you will be able to:
- Identify the activities that can be automated.
- Set up a rule trigger.
- Configure a set of instructions or conditions.
- Automate execution of actions instantly or at a scheduled time.
- Automate repetitive activities.