Title | Automate Smarter: Learn Workflows, Flows & Reports in Salesforce Admin |
URL | https://reddtube.org/automate-smarter-learn-workflows-flows-reports-in-salesforce-admin/ |
Category | Education --> Continuing Education and Certification |
Meta Keywords | Salesforce Admin Training |
Meta Description | Want to be smart and helpful with Salesforce? Join Salesforce Admin Training! You will learn to use tools like Workflows, Flows, and Reports. |
Owner | akansha |
Description |
Want to be smart and helpful with Salesforce? Join Salesforce Admin Training! You will learn to use tools like Workflows, Flows, and Reports. These tools make tasks faster and easier. They save time and help your team work better. The lessons are fun, easy, and taught step by step! A great way to learn tech skills and feel confident!
What Is Automation in Salesforce?
Automation means making things happen without doing them by hand. In Salesforce, you can use three tools for automation. They are called Workflows, Flows, and Reports.
These tools help people save time. You can send emails, update data, and show reports without doing it yourself.
What Are Workflow Rules?
Workflow rules are simple. They help do tasks when something happens.
Example: If a person buys something, a thank-you email is sent.
You do not have to send it yourself. Salesforce does it for you.
What Are Flows?
Flows are more powerful. They can do many tasks in one go.
Example: When a new person signs up:
A welcome email is sent
Their data is saved
A task is made for the team
Flows help create steps like a story. Each step does a job. |