Friday, 25 April 2014

Salesforce | Six Rule types of Salesforce

  1. Validation Rules: Applicable for all fields to validate the entered data.
  2. Assignment Rules: Applicable for Cases and Leads to assign them to user based on   condition.
  3. Autoresponse Rules: Applicable for Cases and Leads. 
  4.  Escalation Rules: Applicable for Cases (assigning issues to users, rerouting or  transfering to another user)
  5.  Workflows:  Applicable for all objects 
  6.  Approval Process: Applicable for all objects.

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