The ability to automate business processes is one of the best features of Salesforce. In fact, Salesforce created a feature that can trigger automatic processes based on set rules and criteria. It’s called Workflow Automation, and in this post, you will learn how to use this to simplify processes and achieve business automation.
Workflow automation works on two things – when it has criteria that may cause the rule to fire, and when it has an action that will run once the record already matches the set criteria. (more…)