My Salesforce Study Notes

Short notes that I really understood. Simple and fast to read.

Notes

Workflow

Workflow automates the following types of actions based on your organization's processes:
  • Tasks—Assign a new task to a user, role, or record owner.
  • Email Alerts—Send an email to one or more recipients you specify.
  • Field Updates—Update the value of a field on a record.
  • Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
  • no auto delete action

For example

Assign follow-up tasks to a support rep one week after a case is updated.
bulletSend sales management an email alert when a sales rep qualifies a large deal.
bulletChange the Owner field on a contract three days before it expires.
bulletTrigger an outbound API message to an external HR system

Workflow Rules

Run above Workflow actions based on Workflow Rules

Reference Link

Images

Record types diagram
Record Types overview
Queues and assignment flow
Queues vs Assignment flow

Videos

Flow Basics

Reports vs Dashboards

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This site is only for quick review. I write short points with images and videos after I learn each topic.