Your browser does not support JavaScript
 

FREQUENTLY ASKED QUESTIONS


Salesforce


How do I build workflow processes in Salesforce with multiple workflow rules?


Within Salesforce, there are many ways that you can build automation to create tasks, send emails or update fields.  Workflow Rules are the easiest to create however many people want to have dependent workflow rules set up.  For example, when I complete a task, I want to have a task assigned to Jim, and this should be automated.  Action Plan, which only works with some standard objects, is a free application on the Salesforce AppExchange that allows you to associate one workflow rule to another so they work as one process.  If building workflow rules do not meet your business requirements, you may need to use Process Builder or Flow.

BACK TO FAQ


   
FAQ, crm stock, salesforce campaign, salesforce trial

 

Take your Business to the Next Level with NexGen Consultants!

                   
Salesforce Administrator Certificate Salesforce Advanced Administrator Certification Salesforce Community Cloud Consultant Salesforce Nonprofit Cloud Consultant Certification Salesforce Pardot Consultant Certification Salesforce Pardot Specialist Certification Salesforce Platform App Builder Certification Salesforce Platform Developer I Certification Salesforce Sales Cloud Consultant Certification Salesforce Service Cloud Consultant Certification
                   
 
NexGen Consultants       CONTACT INFO        FOLLOW US
      Jean Hogan 
jhogan@nexgenconsultants.com
  
       
    NexGen Facebook


 COPYRIGHT © 2019. NEXGEN CONSULTANTS. ALL RIGHTS RESERVED