Tired of always updating the same fields on entering duplicate data in two or three different places? Workflow automation to the rescue! This month we'll be looking at some of the ways to automate standard tasks and business processes in Salesforce. Workflow automation is a VERY powerful tool and can be useful in so many different scenarios.
We'll look at the different tools available and will run a demo using Process Builder. Come prepared with all of your workflow automation questions! Check out the Trailhead on Process Automation if you want to get a head start.
Delicious lunch will be provided, as always.
Parking & Access
Parking is available in the visitor parking section of the parking garage. Alternatively, help yourself to public-funded street parking. The bank prefers to leave uncovered spots open for bank patrons, but you can park there in a pinch.
Take the elevator to the 3rd floor, take the first right and it's the first door. Use the iPad in the waiting area to take a Selfie and send it to Denver Greene (name in the directory), and he or someone will come fetch you.
Big, big thanks...
To Denver Greene and OpenStax at Rice for sponsoring our venue for this month!