Advanced Declarative Automation in Salesforce

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Adrien Sacco

1:47:30

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01. Course Overview

01. Course Overview.mp4

01:22

02. Understanding Declarative Automation in Salesforce

02. Overview.mp4

02:34

03. Understanding Declarative vs. Low Code vs. Full Code.mp4

04:56

04. Declarative Automation Features.mp4

02:24

05. Salesforce Automation Order of Execution.mp4

02:45

03. Using Formula Fields in Salesforce

06. Understanding Formula Fields in Salesforce.mp4

09:17

07. Demo-Setting Up Formula Fields in Salesforce.mp4

08:22

04. Using Workflow Rules in Salesforce

08. Understanding Workflow Rules in Salesforce.mp4

06:59

09. Demo-Setting Up Workflow Rules in Salesforce.mp4

07:54

05. Using Approval Processes in Salesforce

10. Understanding Approval Processes in Salesforce.mp4

09:34

11. Demo-Setting Up and Approval Process in Salesforce.mp4

07:56

12. Demo-Setting Up Approval Steps in Salesforce.mp4

09:02

13. Demo-Testing an Approval Processi in Salesforce.mp4

04:22

06. Using Process Builder in Salesforce

14. Understanding the Process Builder in Salesforce.mp4

04:09

15. Demo-Setting Up a Process in Salesforce Process Builder.mp4

07:58

07. Using Flow in Salesforce

16. Understanding Salesforce Flows.mp4

04:45

08. Debugging Declarative Processes in Salesforce

17. Debugging Declarative Processes in Salesforce.mp4

00:33

18. Demo-Setting Up Field History Tracking in Salesforce.mp4

03:02

19. Demo-Viewing the Setup Audit Trail in Salesforce.mp4

00:59

20. Demo-Monitoring Time-Based Workflows in Salesforce.mp4

03:24

21. Demo-Viewing the Paused Failed Flow Interviews in Salesforce.mp4

00:59

22. Demo-Using Debug Logs to monitor Automated Processes in Salesforce.mp4

03:32

23. Conclusion.mp4

00:42

Description

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.

What You'll Learn?

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.

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Adrien Sacco

Instructor's Courses

Adrien Sacco is a Salesforce Certified Professional and Consultant, with more than 7 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.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.