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Salesforce Workflow Rules Part 2 - Immediate and Time Dependent Actions

In this episode of the ShellBlack Whiteboard, Shell introduces the topic of Workflow Actions. In this second installment of our two-part series on Workflow, Shell explains the four different actions that can result when a Workflow rule fires. You can (1) update a field, (2) send an email, (3) assign a task to a Salesforce User, or (4) send an outbound message. Shell then covers how you can create a series of time dependent (or delayed) workflow actions from a single rule that fire before or after a specified date. Lastly, Shell tells you where to look in Salesforce to see if there any time delayed workflow actions pending.

To see a transcription of this video and additional show links, see the full blog post on ShellBlack.com - https://www.shellblack.com/whiteboard...

For more on this topic, see these blog posts on ShellBlack.com:
https://www.shellblack.com/administra...
https://www.shellblack.com/administra...

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