The video and topic below detail the actions a Robot can complete (up to two) once the correct records have been identified. It also describes how and why a Robot should be tested before clicking the Save button.
The video also describes how a Robot can be triggered (with Salesforce Workflow Rules) to fire immediately instead of waiting for 10 minutes.
Below is a summary of configuration details for each Robot action.
Robot Action | Additional Configuration |
---|---|
Remove from Playbooks |
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Attention Required Notification |
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Update CRM Field |
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Add to Play |
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Remove from Play |
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Mark Successful |
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Repeat the Action |
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Caution: As soon as you click SAVE, the Robot will be active. You should test and take precautions identified in the video above before saving in order to avoid disruption to Playbooks users.