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0
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1answer
21 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
25 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
66 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 ...
0
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0answers
19 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
42 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 ...
2
votes
1answer
40 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
58 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
64 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
53 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
76 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 ...
1
vote
2answers
264 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
163 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
63 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?
2
votes
1answer
142 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
36 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
227 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
285 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
619 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
146 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
169 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
206 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
286 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
149 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
100 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
352 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
54 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
1answer
247 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 ...
2
votes
1answer
76 views

Apex field update to match workflow criteria. Field gets updated but workflow doesn't queue up

When I manually edit and save the record to match a criteria that activates a time based workflow, the actions are queued up as expected in the time based monitor workflow. But when apex updates ...
10
votes
1answer
213 views

Bests practices for handling potential errors as a result of time based workflow

Question Any tips or tricks for providing a good user experience when a time-based workflow field update can lead to an exception? Detail For each wrench in the Salesforce toolkit there is often a ...
3
votes
1answer
445 views

Time Dependent Workflows

We have a time dependent workflow on opportunity object which upon meeting the criteria schedules the following time trigger: sends email 7 days before the close date Sends email 2 days after the ...
9
votes
2answers
542 views

How can I change an objects record type after a certain time period? Workflow, Apex, other?

I am working on implementing a timed RecordType change in salesforce. I have an object that when created needs to change its RecordType after a certain number of days. The only catch is that if a ...
2
votes
1answer
115 views

Time dependent workflow email

Your advice on the best way to implement this requirement with workflows? "1 day after the DateX field is populated, email the Case contact." So, this requires time dependent workflows. But I don't ...
8
votes
1answer
174 views

Kill time-based action scheduled earlier

How can i deactivate the time based workflow action through code. If a time-based WF action is already schedule to send a mail on a date in near future. Can I change the date or deactivate the action ...
6
votes
1answer
668 views

Time based workflow scheduling does not get changed even after dependent date changes

I have time dependent Workflow which send a mail few days before a date field. Even if I change the change the date the scheduling of the workflow does not get changed. It still shows value as per the ...
11
votes
3answers
3k views

apply new workflow rule and action on existing records

I'm creating a new workflow rule and action (time dependent email alert). The rule is evaluated when the record is "created, and any time it’s edited to subsequently meet criteria." Since it's time ...
1
vote
3answers
153 views

time dependent emails not getting sent to the user?

I have a workflow rule, and when it's met, a time depenant workflow action is fired to send an email. I see the email in the email in the Time-Based Workflowsection, and it sits there and disappears. ...
3
votes
1answer
186 views

Time Dependent Workflow

Trying to create a time dependent workflow that will take an action (send email to the record owner) when an opportunity record has not been modified in 14 days. Only condition is the stage is not ...
4
votes
1answer
645 views

Does updating a time-based workflow affect the current queue?

We have several time-based workflows and the queue has a couple of hundred actions pending. We need to update the selection criteria without emptying the queue. My questions are: If the criteria are ...
1
vote
2answers
301 views

Can we use some conditional formula in rule trigger date?

Can we use some conditional formula in rule trigger date? Let’s say we have a custom object having a date field. This custom object will have multiple records (let’s say R1,R2,R3,R4) with its own date ...
3
votes
1answer
259 views

Does a timebased workflow remain in queue after the criteria has become false?

I do have a time based workflow set on leads and when we try to convert them it throws an error RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow: To overcome this i ...
4
votes
1answer
326 views

Time-dependent action.. is late?

I have a workflow with a time-dependent action. The trigger is correctly scheduled (if I go to "monitoring" I see the fire date being set at the appropriate time). But then action actually fires a ...
1
vote
2answers
749 views

Workflow To Send Monthly Alerts To Client

I have an administrative question related to workflows. Our Customer Support Manager wants to, when payments have been deferred in hardship cases, send monthly alerts until the deferment ends (to the ...
2
votes
2answers
336 views

Trigger that creates a custom object record on the first of every month?

I'm trying to write a trigger that creates a custom object record on the first of every month. So, essentially, I want the trigger to fire: trigger CreateCustObjRecord on Object() { Date current ...
14
votes
2answers
2k views

Do time-dependent workflows verify the rule criteria is still true before executing?

I have a time-dependent workflow on a custom object called ObjA__c that has a lookup to another custom object called ObjB__c. The rule criteria on the workflow is: ObjA__c.intVal__c = 5 && ...