25 MAY 2017

Process Automation 1.30pm-5pm

Process Automation allows you to configure regular tasks or communications to occur automatically depending on rules driven by data within your system. You will learn how to define the conditions that cause a Task or Email to be sent to a User or Client using Workflow Rules and the Process Builder. You will also learn about how to set up approval processes.

  • Using Workflows
  • Working with the Process Builder
  • Creating Alerts
  • Field Updates
  • Approval Processes
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