Salesforce Automation with Workflow Rules

所在平台: Udemy

课程主页: https://www.udemy.com/course/salesforce-workflow-rules/

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课程简介

**Coursera 课程总结:Salesforce 自动化工作流规则** 本课程专为 Salesforce 管理员和开发人员设计,旨在教授如何使用 Salesforce 的工作流规则(Workflow Rules)进行自动化。无论您是想掌握自动化工具,还是为 Salesforce 认证做准备,本课程都将为您提供所需知识。 **课程亮点:** * **点按式操作,解决实际业务问题:** 课程将带领您探索工作流规则能够实现的各种自动化,并指导您如何通过简单的点按式操作解决从基础到复杂的业务场景。 * **涵盖常用业务场景:** 课程包含 Lightning 平台下的常见业务场景,让您获得真实的实践经验。 * **学习成果:** 完成课程后,您将能够: * 使用工作流更新字段。 * 通过工作流规则发送电子邮件提醒。 * 使用工作流规则安排电子邮件发送。 * 理解并应用时间依赖性工作流规则。 * 自动创建和分配任务。 * 发送出站消息。 * **学习方式:** 本课程内容精炼,涵盖了 Salesforce 工作流规则的所有相关知识。它并非简单的幻灯片演示,而是**完全的实践操作课程**,让您在动手实践中学习。 * **面向对象:** 无论您是新手管理员还是有经验的管理员,本课程都能帮助您根据业务需求在 Salesforce 平台上创建自动化流程。 * **学习体验:** 所有主题都以引人入胜且有趣的方式进行讲解。 * **认证准备:** 课程将为您提供在 Lightning 平台和工作流规则方面的知识和实践经验,为参加各种 Salesforce 认证考试打下坚实基础。 * **持续更新:** 课程内容将定期更新和添加新内容。 1. **Course Name:** Salesforce Automation with Workflow Rules 2. **Target Audience:** Salesforce Admins/Developers, those seeking Salesforce certification. 3. **Core Skill:** Automation using Salesforce Workflow Rules. 4. **Key Learnings:** * Field Updates. * Email Alerts. * Scheduled Emails. * Time-Dependent Workflow Rules. * Auto-Create and Assign Tasks. * Outbound Messages. 5. **Teaching Methodology:** Hands-on learning, practical application of simple to complex business use cases. 6. **Content Focus:** Concise coverage of all relevant Salesforce Workflow Rule information, engaging and interesting presentation. 7. **Benefits:** Enables users to create automation processes, prepares for Salesforce certifications, provides knowledge and hands-on experience on Lightning platform. 8. **Updates:** Regular content updates are planned.

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课程详情

Want to learn automation in Salesforce using Workflow Rules ?Salesforce Lightning Workflow rule course is for admins/developers who are interested to learn the automation tools and also those who want to acquire the Salesforce certification. The course will take you through various automation's possible with Workflow Rules and will teach you how to solve from basic to complex business use cases through simple point and click method. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.After completing this course, you'll be able to:Update fields using workflows.Email alert using Salesforce workflow rules.Use Salesforce workflow rules to Schedule emailsTime Dependent Salesforce workflow rules.Auto create and assign tasks in Salesforce.Sending outbound messagesThe course is made very concisely keeping in mind that all the relevant information regarding salesforce Workflows is covered. The Salesforce Workflow Rule course will help new admins as well the existing admins to create automation processes on the platform as per the business needs. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.At the end of the course you will be able to solve simple to complex business use cases using the Workflows. The course will give you knowledge and hands on experience on lightning platform and the workflow rules which is needed to take up various Salesforce certifications exams. I am updating and will keep adding new content in this course regularly.Happy Learning!!

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