Lesson 8: Automation

课程内容

欢迎学习 Lesson 8: Automation 课程。本课程包含以下章节：

课程章节

• Lesson 8: Automation (438)
• Course Roadmap (439)
• Lesson 8: Automation (440)
• Lesson 8: Automation (441)
• Using Declarative Automation Tools (442)
• We Need Brand Consistency (443)
• Email Templates (444)
• Parts of an HTML Email Template (445)
• Email Template Options (446)
• Creating an Email Template in Four Easy Steps (447)
• Enhanced Letterheads and Lightning Email Templates (448)
• 8-1: Create a Folder and Letterhead (449)
• 8-2: Create an Email Template (450)
• Lesson 8: Automation (451)
• Improving Customer Service (452)
• Workflow Rules (453)
• Evaluation Criteria (454)
• Rule Criteria to Trigger an Action (455)
• Workflow Action: Tasks (456)
• Workflow Action: Email Alerts (457)
• Workflow Action: Field Updates (458)
• Workflow Action: Outbound Message (459)
• Workflow for New Cases on Large Accounts (460)
• Time-Based Workflow Criteria (461)
• Time-Based Workflow Queue (462)
• 8-3: Create a new Workflow Rule (463)
• Lesson 8: Automation (464)
• Automating Chatter Posts (465)
• Process Builder (466)
• Use Cases for Processes (467)
• Actions Supported in Processes (468)
• Considerations for Processes (469)
• 8-4: Create a Process (470)
• Lesson 8: Automation (471)
• Marketing Needs Help (472)
• Automating Leads (473)
• Preparation for Web-to-Lead (474)
• Lead Conversion (475)
• Mapping Custom Lead Fields (476)
• Queues (477)
• Assignment Rules (478)
• Assignment Rules (Cont.) (479)
• 8-5: Prepare Lead Fields and Create Queues (480)
• 8-6: Create an Assignment Rule (481)
• Auto-Response Rules (482)
• Auto-Response Rules (Cont.) (483)
• Enabling Web-to-Lead and Creating the Web Form (484)
• Test Your Form (485)
• 8-7: Create an Auto-Response Rule and Enable Web-to-Lead (486)
• Order of Execution (487)
• Knowledge Check (488)
• Knowledge Check (489)
• Knowledge Check (490)
• Knowledge Check (491)
• Knowledge Check (492)
• Knowledge Check (493)