Validation Rule/Workflow Rules/Approval Process/ Page layouts and Record Types
Validation Rule:
Validation rules verify that the data a user enters in a
record meets the standards you specify before the user can save the record
Validation Rules in Salesforce can
help you enforce data quality.
In other words, prevents users from saving incorrect data.
Sample Validation Rules:
We can make a
field required.
We can limit
the length
We can limit
the range
Page layouts and Record Types:
Different
business process and different picklist values.
Workflow Rules:
Workflow rules can help AUTOMATE
the few actions such as
· New Tasks: Assign a new task to a user, role, or record
owner.
Frequent Errors:
· New Email Alerts: Send an email to one or more recipients you
specify.
Frequent Errors:
https://success.salesforce.com/answers?id=90630000000gitaAAA
· Field
Updates: Update the value of a field on a record.
Frequent Errors:
https://help.salesforce.com/articleView?id=000005308&type=1
·
Outbound
Messages: Send a secure, configurable API message (in XML format) to a
designated listener.[will allow you to send a soap message with field values to
an endpoint.]
How to debug Workflow rules:
Approval Process:
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step.
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step.
http://www.salesforcetutorial.com/salesforce-approval-process/
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