This video walks through the steps to create a Workflow Rule within the Process Automation section of Lightning Settings in Salesforce. Get answers to the most sought-after questions regarding Workflow Rules: What are workflow rules, When to use workflow rules, How to create workflow rules and also the future scope & limitation.
The following points will be covered in this video -
1. Introduction To Workflow Rule 0:15
Get a brief overview of Workflow Rule.
2. Trigger Workflow Rules 1:27
Get to know how the Workflow Rule is triggered.
3. Create Workflow Rule 2:51
Take a look at how to create a Workflow Rule.
4. Activation 6:10
Take a glimpse into the activation of the Workflow Rule.