Salesforce has always tried to make its CRM so handy that an admin or a super user may never would require to write code. The CRM tool consists of almost all the features that are more than enough to get sales and tracking done. However, Salesforce knows that depending upon the domain of business, the criteria may vary for each and every customer and the respective business flow will change accordingly. To manage such criteria and business flows, Salesforce came up with the concept of automation tools.
These automation tools have capabilities of firing a particular business flow depending upon the criteria registered in them. So, for dealing with automation we have a handful of choices to choose from: Workflow, Process Builder, Flow Builder and Approvals.
In this series of blogs let’s deep dive into workflows. In Salesforce you can setup a workflow to perform actions based on predefined rule/criteria. Workflows are automation tools which can carry out certain specified tasks without any manual interaction. You can setup a workflow to perform a lot of sensible tasks without the requirement of any code and just by intuitive points and clicks.
Do you know when can these workflows fire up and at what criteria? Please switch to the next blog of this series for understanding the execution criteria for a workflow.