AUTOMATION PRO I

COURSE WORKBOOK

Lab Exercises: Step-by-step instructions for following along with course labs

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Version Date Author Description

1.0 10/14/2021 Workato Initial version

Table of contents

Unit 2 Lab: Building Your First Recipe 3

Unit 3 Lab: Trigger Conditions, Data Mapping, & Formula Mode 8

Unit 4 Lab: Recipe Details and the Workato Dashboard 13

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Unit 2 Lab: Building Your First Recipe
We have designed labs to help you practice what you learn throughout this course.
Each lab exercise will build on previous labs and lessons.

A Salesforce account is required for this first recipe.

1. If you do not have a salesforce account, sign up for a free Salesforce sandbox
account at developer.salesforce.com/signup.
2. Save the username and password you create for your Salesforce account as
you will need them to configure your Salesforce connection for this exercise.

Now, let’s try building our first recipe.

Typically, your recipes should not have any hardcoded values, but we will make an
exception for this lab.

1. To begin building your recipe, choose the training project we created earlier
and click Create recipe. You will be guided to set up your recipe.
2. It’s a good practice to name your recipe in a way that makes it easy for you to
find. We can name this recipe Create a Contact in Salesforce. Do note that
leaving a recipe name blank will result in the creation of a name that is based
on the trigger and actions that you configure for the recipe.
3. Next, choose the destination project where you want to store your recipe, such
as the personal project we created in the earlier lesson.
4. As we are using a scheduled trigger, let’s select the starting point as Run on a
schedule and click the Start Building button.
5. Choose the trigger event, New Recurring Event, which will allow you to
determine the interval at which to execute recipe actions.
6. One of the input fields for this application requires the time interval between
triggers. Though we have various options available to us, we will set our
interval at 5 minutes for this lab.

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 7. In the Start after input field, you can specify the date and time to start the first
trigger event. For this lab, however, we will leave this blank. When this input
field is left blank, the recipe will start once we run it. If you do not see the Start
after input field, click Show optional fields to reveal any hidden fields.
8. Next, let's click the plus icon to add an Action in an app, as our action will
involve the application, Salesforce.
9. Select Action in an app to add the next step.
10. Search for and select the Salesforce application.
11. For Action, choose Create record, which will allow us to create standard or
custom records in Salesforce.

Next, let’s establish a connection to our new Salesforce sandbox.

1. To create a new connection, give the connection a name, such as My Dev

Salesforce, and click Connect.
2. Then, input the username and password of your Salesforce account to
authenticate the connection.

Once connected, we will set up our trigger.

1. As our scenario requires the creation of a contact for the Object input field,
select Contact and then specify the various input fields available when
creating a contact in Salesforce. All the fields that you can configure will be
shown and all required fields in an action will be marked with a red asterisk,
such as the last name.
2. For the purposes of this lab, let’s hardcode the required Last Name field to
your last name.
3. Additionally, you can add other available input fields to configure by clicking
on Show optional fields.
4. For this scenario, let’s also add in two optional fields: First Name and Email.
5. We will hardcode the optional fields as well: First Name to your first name and
Email to your email address. Note: we will use this contact record for
subsequent labs. If you are uncomfortable using your own contact

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 information, input Nagata for Last Name, Yuki for First Name, and
yuki@kubre.kitchen for the email address.

Once all fields have been filled, we can test the recipe which will pick up one trigger
event to run and will stop thereafter.

1. Since our trigger is run by a scheduler, it will pick up a job immediately. It will
also show if the job processed was successful or not. View the job report to see
that each processed job has complete details such as the data input and
output from every step.
2. Click the Create record step. In the input, you will see your name as the data
for the first and last name and your email address for the email address. In the
output tab, you will see details of the created record in Salesforce, such as the
Object ID.

Now, in your salesforce account, let’s find out if the contact has been created.

1. Under the Contacts tab, you will notice that a contact has been created with
the last and first name, as well as the email address, that we have configured.
2. If you are unable to locate Contacts in your page, click the App Launcher at
the top right and select View All. You will be able to locate Contacts from the
app launcher.

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Unit 3 Lab: Trigger Conditions, Data Mapping, &
Formula Mode
Let’s create a new recipe in our training project.

1. When naming your recipe, think of a name that makes it easy for you to find.
We can name this recipe New/Updated Opportunity will Create a Case to
Onboard Customers.
2. Next, ensure that the destination project is where you want to store this recipe,
such as your personal project.
3. Then, let’s select the starting point as Trigger from an app and click the Start
Building button.
4. Next, let’s select Salesforce as the application.
5. Choose New/Updated Record (Opportunity) as the trigger.
6. Then, select the Salesforce connection that you have established in the
previous lab for this recipe.
7. For the setup, let’s leave the time at which the recipe should pick up events
from as it is - one hour ago.
8. Scroll down to toggle Trigger conditions.
9. To specify the trigger condition, let’s search for the Stage datapill and drag
and drop it in the Trigger Data input field.
10. We will select Equals as the condition type and input Closed Won as the value.

Now that we have configured the trigger, let’s look at making actions.

1. To search for contacts in Salesforce, click Action in an app and search for
Salesforce as the application and Search records as the action.
2. Here, select Contact as the object so as to search within contacts in
Salesforce.
3. Next, in choosing the field to match, we will search by the Email input field, as
email addresses are usually unique to every contact.

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 4. Let’s enter the email address of the contact that we’ve created in the previous
lab. If you do not see the Email input field, click Show optional fields to add it.
5. We will leave the other fields as is.

We will now configure the next action to create a case.

1. To do so, click the plus sign, and select Action in an app.

2. Select Salesforce as the application and Create record as the action.
3. Then, select Case as the object, since we want to create a case.
4. In the Contact ID input field, let’s drag and drop the Contact ID datapill from
the Step 1 output so that the case will be linked to the contact that was
created in the previous lab.
5. Let’s also fill in the Description input field by mapping in the Description of the
opportunity from the Step 1 output.
6. Next, let’s leave the Owner ID input field blank and set the Priority for these
cases to be created as High.
7. Let’s set the status of these cases as New.
8. For the Subject of the case, we will use a combination of static and dynamic
input, by mapping the opportunity’s Name from the Step 1 output as well as
input -onboarding to indicate that this is a case about onboarding.
9. If any of these input fields are missing, you may add them by choosing from
the list of optional fields.

Now that we are done, before testing our recipe, let’s go into our Salesforce account
to create an opportunity that’s marked as Closed Won.

1. In your Salesforce homepage, click the Opportunity tab.

2. Next, click New to fill in information about the opportunity.
3. Let’s key in 15,000 for the amount, and select any date as the close date.
4. We will also name the opportunity as ABC Company and select Closed Won
as the stage.
5. Let’s also input a simple description such as 5 licenses purchased and click
Save.

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Now that a Closed Won opportunity is created, let’s go back to the Workato platform
to test the recipe.

1. Click Test Recipe and one job should be processed.

Now back in the Salesforce platform, let’s click Cases and we will notice that a case
with the subject ABC Company-onboarding has been created.

1. Click it to view the case information.

2. We will notice that the contact name for this case is the contact we created in
our previous lab, meeting the requirements of our scenario.
3. And it contains other data that we have mapped from the opportunity, such
as the description.

If you are unable to locate Contacts in your page, click the App Launcher at the top
right and select View All. You will be able to locate Contacts from the app launcher.

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Unit 4 Lab: Recipe Details and the Workato
Dashboard
1. Using the recipe that we have created previously, go into the Jobs tabs and
click the More icon at the top right corner of the job report.
2. To display the three fields, let’s specify the first column name as Opportunity
Name and map in the Name datapill coming from the Step 1 output in the
recipe data box.
3. Next, let’s add another column called Contact Name and map in the Full
Name datapill coming from Step 2.
4. Last, let’s add a Case ID column with the Object ID mapped from Step 3.
5. Do note that there can only be a maximum of five columns in the customized
job report.
6. Click Apply Changes and the job report will reflect changes according to what
we have customized.
7. Then, repeat the jobs to refresh the job report so that the column values will be
refreshed to reflect the accurate values.

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