Understanding Salesforce Workflow Rules in depth | Where and How to use workflow rules in Salesforce

In this video, Shrey has explained Salesforce Workflow Rules in-depth.
This video is divided into 4 parts:
1. What are workflow rules?
2. When to use workflow rules?
3. How to create workflow rules?
4. Limitations with workflow rules
5. Points that you need to take care of while working with workflow rules.
Hope you enjoy the video and get better at automation using workflow rules in Salesforce.

Feel free to ask if you have any questions.
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.

Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.

Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his YouTube channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.

Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.

[manj]

You said everything can be done using Process Builder. But how about the outbound messages? You need workflows for that, isn't it?

[shubhamgaikwad]

This video is better than your other video of same topic teaching in class. I wasn't getting anything . Same content but different teaching methods. Thank you for this one.

[monumonty]

Hi Shrey .. I am learning sales cloud and i recently started watching your videos and they are super helpful . Good Job.

[venkateswarlugajendra]

Your content is very helpful to learn salesforce.

[sreekumargopakumar]

Brother, You are this is a concept to get the head wrapped around.... good explaination.

[chengwalouisa]

Thanks for the video it was really explained in details 🙏

[seekshikshan]

Thank u so much. Explained in very Easiest way.

[kalareddyu]

Hi Shrey, you said, if you choose “Re-evaluate workflow rules after field change” on workflow2, then it re-evaluates 1 and 3 only, but not 2 itself. Technically, it doesn’t need to self-evaluate again, because, when you are creating a workflow rule, you choose the evaluation criteria “created and anytime its edited to subsequently meet criteria” (or you can choose any other criteria), once it is true, THEN ONLY it can execute the action to “field update”, then with this action, you will choose re-evaluation step as the last step. This means, evaluation happened before “field update” itself, hence it doesn’t need to re-evaluate on the same workflow again, which can lead to infinite loop. So, it designed that way to evaluate the rest of the workflows. Hope this helps

[anuvin]

Awesome I am making notes, its really very clear thank you so much

[syedasahrish]

Fantastic my concepts gets clear Hats Off !!!

[mounimounika]

I undstood the workfkw rules, really ur explntn was really neat, nd very clear

[houston]

Thank you, I'm a beginner Salesforce user and you explain everything nicely.

[sathishbatta]

Thank you sir....
Gained information about workflow

[arunsolanki]

Bro good effort. I really like your videos. Its almost covered everything which we need to know...
Thanks for this informative YouTube channel.
I would suggest my colleagues to watch your videos...keep doing good work 😊

[revanthkumar]

Very well explained.. Covered and understood.. Could you please share the notes also in the description if possible... That would be very much helpful.. Thank you 😊

[shaikhabbeeb]

Super Brother.Excellent explanation.Thank you

[anandsagar]

Thanks for the crystal clear info dude.

[vijaykumar-utze]

@Salesforce Hulk - Please stand at one place while giving lecture and also give the notes for the video in the description instead of saying verbally. Also suddenly you are switching topics between process builder and workflows. Please prepare ppt's and share it in the description so that it will be useful for the people who are interested in learning salesforce

[MarkParnelltheoneandonly]

Thanks Solved a issue i was having. very clear

[ZindagiMilegiNaDobaraa]

in the last two minutes you said, you can not add one time triggered action to a workflow if there already exist a record for that work flow action, but at last while giving example you told until and unless a record exist u can not add one more time triggered action.