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Pluralsight

Advanced Declarative Automation in Salesforce

via Pluralsight

Overview

Welcome to this course, Advanced Declarative Automation in Salesforce. This course will teach you how to put in place automation in a Salesforce organization, without coding, by leveraging the declarative automation tools provided by Salesforce.

Have you ever looked at your Salesforce organization and wondered how you can make your user’s life simpler by automating their day-to-day tasks? In this course, Advanced Declarative Automation in Salesforce, you’ll learn to put in place automation in a Salesforce organization, without coding, by leveraging the declarative automation tools provided by Salesforce. First, you’ll explore the differences between the declarative automation tools provided by Salesforce, so that you can choose the right one. Next, you’ll discover how each of them works and will see concrete demonstrations of how they can be used to resolve real-life business scenarios. Finally, you’ll learn how to debug those processes so that you can easily find bugs and resolve them. When you’re finished with this course, you’ll have the skills and knowledge of setting up Advanced Declarative Automations in Salesforce needed to automate your user’s tasks and make their life easier.

Syllabus

  • Course Overview 1min
  • Understanding Declarative Automation in Salesforce 12mins
  • Using Formula Fields in Salesforce 17mins
  • Using Workflow Rules in Salesforce 14mins
  • Using Approval Processes in Salesforce 30mins
  • Using Process Builder in Salesforce 12mins
  • Using Flow in Salesforce 4mins
  • Debugging Declarative Processes in Salesforce 13mins

Taught by

Adrien Sacco

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