This webinar is for System Admins only – who want to learn about automation – see examples below
Example – Fast record update Flow
A common use of Flows is to update records based on criteria before saving to simplify data entry e.g. to create standard names for an object.
Example – Update related record
Updating fields on related records are typically done through Flows or Formulas. Simple Flow to update a field on the Contact records based on changing a field on the Account page.
Example – Basic record triggered email Flow
Triggering automated emails based on the status of records cuts down on admin time for staff. Simple Flow to send an email based on updating a field on the Contact record.