It’s been a while since I’ve advised you to brew a cup of coffee before reading one of our posts, but that might not be a bad idea this week. Don’t panic though. This one is relatively easy – all you have to do is put on your thinking cap and watch a quick 5 minute video!
Workflow rules are the key to automating your Salesforce org. With Workflows, you can create Tasks, update values (including Record Type), send Emails, and more. When you’ve gotten used to an automated system, you come to rely on Workflows on a daily basis, and when something isn’t working right, it can be very frustrating, and can lose you time and money. Not to fear, the short video below will walk you through, step-by-step, how to troubleshoot and solve the most common Workflow issues and get you back up and running in no time. After watching this video, you’ll see that troubleshooting Workflow Rules in Salesforce is easy!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.