Workflow Training Videos

Workflow Calculations

Workflow Calculations can now be performed using the rules engine. Workflow fields can now include string manipulation, date operations and mathematical operations. I'm going to demonstrate the power of the rules engine by incorporating all of these types of operations into a single workflow field.

Time: 3:14

Editions: Enterprise

Email Response

It is often desireable to have the CRM send out an email based on an event in the system.We call this kind of background processing Workflow.In this video, we are going to generate Thank You emails to Leads that are created from a Web-To-Lead capture page.

Time: 3:51

Editions: Enterprise