The tag has no wiki summary.

learn more… | top users | synonyms

0
votes
2answers
30 views

Alert notification if there is no update in 4 hours

I have a requirement where I have to send alert notification for a case if it is not updated for more than 4 hours (when the case is not closed). What will be the simplest way to achieve this?
0
votes
0answers
7 views

SOAP API get timestamp when the object is recently accessed

There is a current requirement to track the time at which the object has been previously read. I used the time at which the job is submitted to track the read as this is what I could come to tracking ...
3
votes
0answers
47 views

How can I send an email alert every day to 5000 contacts

We want to send an email to contacts every day. There will be say 5000 contacts. I can't do this with apex code because there is a limit of 500 emails per 24 hour period. So I will have to do this ...
2
votes
0answers
43 views

Time-based Workflow not triggering

I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
1
vote
1answer
26 views

Time based workflow queue is getting emptied

Couple of days ago I viewed a queue of Time-Based Workflow rules which notify a specific person (by creating tasks and emailing), but today I found this list is empty. This person mentioned that she ...
0
votes
1answer
67 views

Time Based Workflow Field Update Action Order of Execution

If I have a Time Dependent Workflow that does a Field Update, what would be the order of execution starting with that field Update? Will other workflows be trigger by this Field Update? Example: ...
0
votes
1answer
23 views

Every 1. day in month I need to update my custom number field with default value “2”

I don´t know how to do it via workflow with update field, because something must activate my workflow... It must be: Created or created, and every time it’s edited or created, and any time it’s ...
3
votes
2answers
92 views

Effect of changing email template on time based workflow

Here's my scenario: A time-based "email alert" workflow action fires that adds an email to the queue. The email is scheduled to be sent 7 days from now. In between now and the time the email is sent, ...
1
vote
0answers
12 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
0
votes
0answers
12 views

How do I change the email recipient for a failed workflow notification?

I want to change the recipient for notifications for a failed time-based workflow. I created the workflow rule, and my username is set as the 'Default Workflow User' in the Workflow & Approvals ...
0
votes
0answers
49 views

Understanding time dependent workflow action of universal container

My question is regarding "Time-Dependent Workflow Task" of recruiting app of universal container which is associated with workflow rule named "Assign Position to Recruiter". In the immediate workflow ...
2
votes
1answer
53 views

Process Builder - Revision (Deactivate and then Clone then Activate)

Do I have to update the records again to trigger the process builder with the revised one, or does it automatically use the same Process with the updated version?
0
votes
0answers
37 views

Workflow no trigger for specific date criteria?

If I state DATEVALUE(Due_Date__c)==Today() in workflow criteria it works but why this one is not working? DATEVALUE(Due_Date__c)==DATE(2015,01,02) I want to update for specific Jan 1 ...
2
votes
1answer
99 views

Querying Time-based Workflow Queue

Is it possible to query the content of the Time-based Workflow Queue from an Apex unit test to assess that a specific Workflow Rule has been executed and added a new item to the queue? I didn't see ...
2
votes
1answer
241 views

Process Builder Sandbox vs. Production

I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
0
votes
1answer
93 views

Email notification on 9 months opportunity overdue

I'm trying to send an email notification every time an opportunity reaches 9 months old and is Closed/Lost. Could you please help me?
2
votes
1answer
95 views

Is it possible to avoid Time-dependant workflow email firing on a past 'scheduled' date?

I have a time-dependant workflow to fire 15, 7 and 1 day before a set date. Let's taken an example. Today is 1/22/2015 Due date set is 1/23/2015 1 day email is scheduled for 1/22/2015 (today) 7 ...
0
votes
2answers
67 views

Workflow Criteria evaluates to true but object not added to time based workflow

I have created a time-based workflow that checks some criteria on a custom objects and adds them to a time-based queue to execute 60 days after a particular date on the object. When we edit and save ...
0
votes
3answers
70 views

How can I fix my birthday reminder to support leap years?

I have created formula field name as 'Next Birth date'. Without code for leap years: ...
1
vote
1answer
71 views

time based workflow rule

I'm using a free survey tool (Timba) and trying to create a time based workflow rule to accomplish the following: send survey 1 day after a specific date is set on the account (survey fires from the ...
2
votes
2answers
172 views

Time-dependent workflow vs Apex Scheduler

On the first of January we had an issue where a lot of Contracts passed their end date. This caused a time-dependent workflow to fire, but there were so many occurrences (15000+) that it took a very ...
2
votes
2answers
197 views

Time-dependent workflow error handling

Question: How are errors (validation rules, addError in triggers etc.) handled by time-based workflows? And are there any best practices regarding time-based workflow error handling? Example: In my ...
1
vote
1answer
83 views

Time-Dependent Workflow Actions

I wish to run a workflow once a day or once a week. How to set it up? If I make a Time-Dependent Workflow Action, it only allows me to fire it from a rule trigger date or date created or a couple of ...
0
votes
1answer
54 views

Time Dependent Work Flow for AFTER option

I created Workflow Rule that contains several Time Trigger.The requirement is after certain days from the date input ,it will send email notification.The email template will be different based on how ...
1
vote
2answers
360 views

Time-based workflow queue limit

Does anyone know if there's a limit to the number of pending actions in the time-based workflow queue? Given that it has filtering options in the monitor I assume it's expecting more than just a ...
1
vote
1answer
155 views

Set Default Value in a Formula Date/Time Field

I am looking to create a formula date/time field that will give me for example 12/05/2014 3:00 PM for today and then tomorrow it changes to 12/06/2014 3:00 PM. The date but not the time will change ...
2
votes
1answer
459 views

Should time-based workflows trigger upon record update that puts trigger date in the past?

I ask because I'm getting conflicting info from the SF documentation On the one hand: What happens if I update the value of a date field used in a time trigger? If you update the date field ...
3
votes
1answer
79 views

Time dependent Workflow - converting lead

I have a time dependent workflow on a lead date field, i.e. if a lead is inactive for 30 days, then change the status field to inactive and reassign to an "unassigned leads" queue. The problem is, ...
2
votes
1answer
83 views

Question : Time Based Workflows

If I have a time based workflow triggered on Case create where I check if Status = 'Open' then close the case after 7 days. Will the case still get closed after 7 days even if the staus <> ...
3
votes
1answer
110 views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
2
votes
0answers
66 views

Prevent time dependant workflow actions that would be in the past

We want to setup some time dependant workflows to send out some emails. At some point a sales person may want to stop those emails going out - so we have a checkbox that they can tick and the rule ...
0
votes
1answer
121 views

Time Based Workflow

Requirement: Lead Unread Notification I have two users, on creation of a lead within two hours if lead is unread a email notification is sent to the owner of the lead. And if the lead is still unread ...
3
votes
2answers
551 views

Executing Workflow Rule in Minutes? (Time Based Workflow)

I am attempting to do a field update every 15 minutes but it seems workflow time triggers start at 1 hour. Is it possible to have workflows execute every 15 minutes? If not, it is possible to have a ...
2
votes
2answers
366 views

Does a time trigger workflow rule based on a date, with a field update on that same date, still execute if the field update changes the date?

I have a time based workflow rule that fires when TriggerUpdate1 is True. When it fires, two time dependent workflow actions are kicked off (they're part of the same rule, just two actions): At 1 ...
0
votes
2answers
71 views

Workflow rule creation process

I have to create a workflow so that it shows a message when a sample lot Expiration date is just 90Days ahead. Can some one show me the process?
3
votes
1answer
325 views

Time Based Workflow - Records not getting added to the queue? or Queue limit exceeded?

What is the Maximum size of the Time Based Workflow Queue? I'm not able to find the record which are satisfying the rule criteria in the queue. The Workflow queue shows only 1000 records for a search ...
0
votes
0answers
38 views

Which version of the data do Time-Based workflows use?

We are having an issue with an email alert based on time-based workflow. It appears that the email is being sent to the Account Owner at the time of the initial scheduling of the time-based ...
0
votes
0answers
274 views

“Salesforce.com workflow could not perform a pending action”

Seeking your help in a very confusing problem. Almost all of the queued workflow actions failed and consequently I received 150+ error message for 150+ failed records in following format: (It's ...
1
vote
1answer
491 views

Time based workflow not working

Seeking some insights on a roadblock regarding time based workflow. Is there a way to trigger time based workflow for existing records? A time based workflow has been created to notify student 14,7 ...
1
vote
2answers
1k views

Time-based workflow when overdue object

I have a custom field on a standard object called Due_Date__c. When the record has an overdue date, the owner of the record should receive a reminder email. So I have set a workflow rule with a time ...
1
vote
3answers
226 views

Time dependent workflow email alert is not received

I have created a site to create case. I have a time dependent workflow in case object which will send email alert after one hour if the case is still at queue. The Workflow action is triggered ...
3
votes
1answer
326 views

Drip Campaign with Time-based Workflow

I have set up a simple 'drip email marketing campaign' in Salesforce utilizing a time based workflow. I added a checkbox to the leads page that reads "Send Drip Emails". There is a workflow that ...
1
vote
1answer
334 views

Time-Dependent Workflow Action

I need to send an email alert 7 days before the trial date expires, so I set a workflow with a Time-Dependent Workflow Action for 7 days before expiration. But if the contact signed up during the ...
2
votes
1answer
435 views

Can we associate business hours with workflow rules

we are currently working on the case object using custom case escalation workflows with email alerts that works based on the time dependant workflows.Even though we setup the business hours in the ...
2
votes
2answers
224 views

Change Time Dependent Workflow Action Date

Our system is setup to fire emails 60 days before a policy record expires. I simply want to change 60 days to 40 days however I cannot see where the value is defined. In Workflows & Approvals > ...
0
votes
1answer
142 views

How to handle reminder email alerts without duplicate sends from multiple conditions met

How would I handle this scenario... When a record is created it has an expiry date. I want to send separate email reminders to the record owner 45,35,25,15,5 days before the expiry date. I have a ...
2
votes
1answer
552 views

Is it possible to delete a queue'd Time Based Workflow using APEX?

I have an after insert/after update trigger which checks for a sub-status of 'Active'. This triggers the conversion of the lead. It has been working great. I am implementing a time based workflow ...
2
votes
1answer
2k views

Time-based Workflow Rules: based on field with workflow update TODAY()

Trying to create a sales SLA process declaratively. I have a date field (Status Change Date) which is updated with a workflow rule to TODAY() whenever the Status field is edited. I'm trying to create ...
1
vote
1answer
60 views

Method to Cancel Email Alerts, or at least see which ones are scheduled

We have an email alert that is setup using a Time-Based Workflow rule. The time-based part is setup on Opportunity creation. There are rare instances when we have to Cancel the Opportunity (closed ...
1
vote
2answers
332 views

Who is the “Current User” when time based workflow email alert fires

Who is the "Current User" when a time based workflow fires in the future? I have Entitlement Milestone email alerts scheduled in the future, and the "From" (on behalf of) appears to be selected ...