Workflow

Workflow in salesforce lightning

Workflow Definition      

   

Workflows in Salesforce are a fantastic way to automate certain business processes. 

Setup -> Home ->Quick Find -> Workflow Rules.

1. Create a Workflow Rule

2.Select the object to which the workflow rule applies.
      Eg:Student__c

Rule Criteria
      Country is a picklist field and india is a value

      Country="India"

3. Salesforce will evaluate the rule when a record is: 

     1. Created

     2. Created, and every time it’s edited

     3. Created, and every time it’s edited to subsequently meet criteria. 

Workflow Action

Tasks
      Assign a new task to a Internal user, role, or record owner.

Email Alerts
     Send an email to specified email address on email field  or internal Users.

Field Update
   Updating the Fields (Either itself or parent object field only if it’s a mater details relationship) 

Outbound Messages
       Send an information to outside system (Via Web services)

 URL:
    https://requestbin.fullcontact.com/

     -> Need to enable remote site settings.