Automating time-based actions using workflows
A workflow is a simplified version of Process Builder. They work on a simple statement: if the condition is satisfied, do something. A typical workflow is shown in the following diagram:
Exercise—sending e-mail to members
Library Management wants to send an e-mail reminder to any member who, seven days after taking out a book, has still not returned it. They have an e-mail template ready to send the reminder.
The following steps will illustrate how to create a workflow:
- Navigate to App Setup | Create | Workflow & Approvals | Workflow Rules.
- Click on New Rule to begin.
- Select the object on which the workflow ...
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