II17: Working with Automations

II17: Working with Automations

In this course you will learn about the basic components of an automation as well as how to create them.

About this course

An automation is a set of rules you define to automatically perform actions.  An automation allows you to reduce repetitive steps, streamline manual processes, and ensure clean data.  Best of all, creating automations does not require any coding!

In this course, you’ll learn how to create, update, and schedule an automation.

 

 

Curriculum18 min

  • Working With Automations
  • What is an Automation? 1 min
  • Creating an Add Records Automation 6 min
  • Creating a Find and Update Automation 3 min
  • Creating a Scheduled Table-to-Table Import Automation 5 min
  • Creating a Cascading Delete Records Automation (7 pages)

    When a parent record is deleted, its child records are automatically deleted

  • Course Assessment
  • Assessment: Working With Automations 2 min
  • What Do You Think?
  • Please Rate This Course - II17 Working With Automations

About this course

An automation is a set of rules you define to automatically perform actions.  An automation allows you to reduce repetitive steps, streamline manual processes, and ensure clean data.  Best of all, creating automations does not require any coding!

In this course, you’ll learn how to create, update, and schedule an automation.

 

 

Curriculum18 min

  • Working With Automations
  • What is an Automation? 1 min
  • Creating an Add Records Automation 6 min
  • Creating a Find and Update Automation 3 min
  • Creating a Scheduled Table-to-Table Import Automation 5 min
  • Creating a Cascading Delete Records Automation (7 pages)

    When a parent record is deleted, its child records are automatically deleted

  • Course Assessment
  • Assessment: Working With Automations 2 min
  • What Do You Think?
  • Please Rate This Course - II17 Working With Automations