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Scheduled Actions in Salesforce Using Workato

Have you ever wanted to create scheduled actions in Salesforce? Time Based Workflow vs. Schedules Let me start with saying that Time Based Workflow is a great tool.  It allows you to do things like schedule a follow-up task two days after the creation of a new Lead or notify a sales manager when an… Read more

Automating with Process Builder

Learn how to use Salesforce Process Builder to automatically create a new opportunity based on an expiring contract. Intro Workflow capabilities have been available to customers running enterprise edition or higher for many years. Historically Workflow has allowed administrators to perform four types of actions based on some condition: Create a task Update a… Read more