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5.21 Graphical Workflow for Marketing

This short video tutorial (00:07:30 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Reporting and Marketing Administration badge. This lesson in particular will cover the knowledge needed to understand how to create and use a graphical marketing workflow.

  • Published by: Jeff Richards
  • Created: 12/04/2014
  • Duration: 7:30
  • Category: Training

Create a Simple Notification

This short video tutorial (00:07:23 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Workflow Implementation badge. This lesson in particular will cover the knowledge needed to understand how to create a simple notification for a standard system entity such as Company, Opportunity, Lead or Case.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 7:23
  • Category: Training

Create New Teams

This short video tutorial (00:06:29 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Security Administration badge. This lesson in particular will cover the knowledge needed to understand how to create new User Teams that can be used to control workflow and control access to data.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 6:29
  • Category: Training

Create a Simple Workflow: Primary and Transition Rules

This short video tutorial (00:27:52 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Workflow Implementation badge. This lesson in particular will cover the knowledge needed to understand how to define a workflow for an entity that will create a record and progress that record to the next workflow state. This lesson looks at Primary and Transitional rules.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 27:52
  • Category: Training

Create a Simple Workflow: Global and Conditional Rules

This short video tutorial (00:20:38 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Workflow Implementation badge. This lesson in particular will cover the knowledge needed to understand how to define additional behaviour for a workflow using Global and Conditional rules.

  • Published by: Jeff Richards
  • Created: 05/12/2014
  • Duration: 20:39
  • Category: Training