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Advanced Declarative Automation in Salesforce

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Duration

1h 47m

level

Advanced

Course Creator

Adrien Sacco

Last Updated

07-Aug-23

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.

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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.
Author Name: Adrien Sacco
Author Description:
Adrien Sacco is a Salesforce Certified Professional and Consultant, with 10+ years of experience implementing CRMs and Marketing Automation technology. He is extremely passionate in helping others learn what they need to succeed in their career.

Table of Contents

  • 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

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Advanced Declarative Automation in Salesforce
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