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1
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1answer
26 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 ...
1
vote
0answers
12 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 ...
0
votes
2answers
46 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
24 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
44 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
104 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
29 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 ...
0
votes
1answer
79 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
44 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
169 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
179 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
283 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
98 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
81 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 ...
5
votes
1answer
329 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 ...
7
votes
3answers
1k 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
106 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
127 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 ...
3
votes
1answer
391 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
179 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
157 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
192 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
414 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
206 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 ...
12
votes
2answers
1k 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 && ...