Salesforce Workflow Workshop

Intended for experienced Salesforce users and administrators of the Enterprise or Unlimited Edition, this workshop provides hands-on lab sessions and instruction on the design and deployment of workflow rules and actions.

Workshop Information
TypeWeb or On-Site
Duration2 1/2 hours
Fee$450 for up to 4 students
Audience Administrators & power users
Prerequisites Strong working knowledge of Salesforce CRM

Topics Covered
  • Overview of Salesforce Workflow capabilities and options
  • Best Practices for Workflow design and deployment
  • Creating Workflow Rules and Actions
  • Field Updates
  • Using Time-Based Workflow
  • Questions & Answers