Workflow is a way to automate actions within Salesforce. Workflow rules consist of the workflow criteria and immediate or time-dependent actions which can be Tasks, Email Alerts, Field Updates, or Outbound Messages.

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18 views

Criteria to update quote status on expiration

Quote expiration date is auto set to today() + 45 days. I want to add one more workflow rule to check for quote expiration date and if expired change the quote status to 'Expired' and Opportunity ...
2
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2answers
26 views

Need a Workflow rule for a field unchanged for last 90 Days

Flag is a Field on Contact Object. Trying to Create a workflow rule to create a email if the Flag is checked and unchanged for 90 Days If the Flag is unchanged for 90 Days then it need to run workflow ...
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1answer
25 views

ProcessBuilder available via MavensMate?

I'm using Mavensmate IDE for my SF project and I'm trying to get the metadata for the process builder that i have created in the SF and unable to find that metadata in the mavensmate, I have selected ...
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1answer
21 views

Send Email notification First time date is created or date changed

Send Email notification First time date is created or when that particular date changed , date comes from external system to salesforce opportunity object. I Created a workflow rule with Ischanged(...
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11 views

Help in a formula field for workflow rule criteria

AND( ISCHANGED(Property_Status__c), OR( ISPICKVAL(Property_Status__c, "Pre Construction"), ISPICKVAL(Property_Status__c, "In Construction")), OR( (Entity_Fund__r.Name = "Dhandho ...
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1answer
23 views

Send Email to Multiple Account Contacts

I have a scenario where i need to send email to multiple contacts. Under account contact we separate some contact with type - 'Approvers' and one account can have multiple contacts with type ...
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0answers
14 views

Flow error related to two overlapping workflow

I have a requirement where I have applied two workflows where one workflow equals : (Lead: Lead StatusEQUALSCardiac Team) AND ((Lead: Cardiac ReasonEQUALSActivity Level,Can’t afford DED/OOP over 5k,...
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0answers
20 views

Add a custom functionality to send and reply email notification from Case Team Members in Salesforce

I am trying to implement functionality to send notification to Secondary Owner from the Case object in Salesforce. I spoke with support and they say that this is not available out of the box. As an ...
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1answer
41 views

What is the best way to check a field is blank 3 days after being created?

We create meetings as Events and have three Activity Custom Text Fields: Meeting Notes, Next Meeting and Next Steps. We'd like to set up an email notification to email a group of users if these 3 ...
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17 views

Workflow Working on Page but not in test class

S1SD1__c, S1SD2__c and S1SD3__c these are three checkbox and StageName is picklist on Opportunity object when stagename is Stage 1 - Qualified and all three checkbox are checked and when click on ...
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3answers
33 views

Bypass the single quotes

OR(ISPICKVAL(Status,'In Progress- Engineering'),ISPICKVAL(Status,'**In Progress- PLM\'s'**))
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1answer
41 views

OppId need to be populated on case

When an Opportunity of Record Type='Execute' is closed a) Case of Record Type ='order management' should be created, routed to OM queue and OppId need to be populated on case. b) When OM member ...
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1answer
35 views

how to trying to write workflow-If picklist value is A & changes to B - send email

If FIELD NAME = “step1,” “step2,” or “step3” and the value changes to either “step1” became to step3 then send Email. If FIELD NAME = “step1,” “step2,” or “step3” and the value changes to either “...
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1answer
27 views

field update using workflow and formula function

In standard object Case there is Description field and there is text being inserted i'm looking for specific text/string "First Name" and i would like to move everything from the left of "First Name" ...
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1answer
30 views

Error on Contact update in Sandbox when workflow triggers update of picklist field using a Global Picklist (Beta as of Summer '16)

I received the following error upon trying to save a contact: An error has occurred while processing your request. The salesforce.com support team has been notified of the problem. If you believe ...
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2answers
24 views

How to Update Instance in code after Insert and Workflow Rule? [closed]

I want to test my Workflow Rule. This Workflow should always edit value of field after every insert or update. Foobar__c f = new Foobar__c(); f.loremIpsum__c = 'Dolor'; insert f; // workflow rule ...
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1answer
235 views

2 workflows vs Process builder. Which one is better?

I want to design a workflow to make it work like, If criteria C1 =true; -> Action 1. Field Update If criteria C1 & C2=true -> Action 1. Field Update 2. Email alert. In a single workflow ...
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3answers
54 views

I want to become a salesforce developer [duplicate]

I did my Masters in computer science but have no knowledge of any language properly, i want to become a salesforce developer, is it easy because i am network engineer but now i want to start my ...
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4answers
42 views

Workflow rule to be fired when lookup field is updated? [duplicate]

I have a lookup field X and I want to make a workflow rule to fire when that lookup field is updated or the record is created. How can I do this because I keep getting an error like "Function ...
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0answers
17 views

workflow directly change picklist field value of last condition

when we select all checkbox of s2 milestone and click on save than stage value changed into Stage 3 - Solution Presented & Accepted but its goes on Stage 5 - Order Placement This is My Workflow ...
0
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1answer
34 views

Workflow rule (time based) that updates the status of a contract from “XYZ” to “Activated” does not flip the status

I am writing a simple workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" on contract start date but it does not flip the status when it fires off. I have ...
0
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1answer
31 views

Internal Server Error, Error ID: 1289938336-249754 (526957723) on rendering image in a PDF email attachment

I'm stuck on this issue for more than 3 days now and have tried numerous workarounds to fix this. Let's begin with some background: I have an Order__c custom object, when Order__c.Status__c == '...
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1answer
35 views

Workflow should trigger only once

I want my workflow to execute only once for a record. For example: I am having an opportunity when it reaches the Amount of $10000, it should trigger an email from workflow. It is happening now. But ...
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2answers
34 views

Incorrect number of parameters for function 'ISPICKVAL()'. Expected 2, received 3

I want when first s1 Milestones check box true and apply for submit for approval after approval history show in 3rd image approved link click last image click approve button then stage change from ...
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0answers
11 views

Counting the number of times a Macro runs on a particular record

The requirement is to find out how many times the Macros on the Service console, are run on a case. For this I tried to look into the Macro related tables and found the following- Macro MacroHistory ...
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2answers
52 views

Time-based Workflow Rule Criteria

When a time based workflow action is created; Does it re-asses itself against the current workflow rule or the rule criteria that it originally was triggered under before it physically triggers ...
0
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2answers
31 views

Workflow rule criteria

We have a workflow rule which fires based on the status field i.e. if it is closed, then it sends emails to end users as they are termed as the receipients from one of the lookup field of the user (...
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0answers
17 views

Flow is running even Process builder criteria does not meet

I have a text field where survey result score store. I have to automate the process when survey score less than 7 a case should be created and assign to account owner. I use process builder and put ...
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0answers
28 views

Preventing duplicate records on a junction object with 3 lookup fields

I have two fields on a junction object that look up to the account object. One is called "Member Account" the other "Group Account". If Account A = Member Account, and Account B = Group Account then ...
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1answer
78 views

Use Less than and greater than workflow criteria with text field

I have an issue. A custom text field is created to store survey score number. Now I have to setup a flow rule when score is less than 5. A case should be created and assign to account owner. My ...
0
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1answer
54 views

How to Activate or deactivate workflow, Trigger, Validation rule and flow through apex class?

Is it possible to activate or deactivate workflow,trigger,validation rule and flow through apex class ? If yes then how to achieve this..
0
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1answer
32 views

how to do timer workflow

i want to activate timer workflow for the below scenario. i dont have much knowledge in salesforce. please help me with example or link. Once a pet has received the maximum number of adoption ...
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1answer
21 views

formula field cannot trigger workflow rule

I got a Boolean formula field which is turn to true while records created date more than 3 days. if this formula field turn to true then a workflow assume be triggered to change a lookup field (User) ...
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1answer
28 views

how to Create Activity or Task whenever Workflow Fires.

I have written a workflow based on opportunity stage to send an email template to user. I want to track whether the workflow sends email to customer or not? Is their any way to create a task or ...
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2answers
26 views

How to create day/Time counter on specific field update

I have a pick list field in opportunity object name “Opportunity status”. There are two values in this field Hold and Un-Hold. I want, when I do select hold another field name "Hold duration" start ...
1
vote
1answer
14 views

Fire workflow based on the record owner's timezone

We use Salesforce to facilitate job postings and hiring new volunteers. We have a workflow that removes job postings from our website on the posting end date, which is a date field on our job posting ...
1
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1answer
39 views

How can we add multiple updated fields in single email

In above picture I'm going to send an email if answer__c updates. Above picture illustrate each answer is going to be one record, so if two answers got modified then two email will fire. I need ...
0
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1answer
30 views

Professional Edition Trial Version Limitations

Currently I'm on Enterprise Trial Version (30 days) edition of Salesforce. I want to move to Professional Edition! Salesforce account manager has confirmed that they cannot downgrade to Professional ...
1
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1answer
16 views

Record read only based on field create/update from external system [closed]

We have SFDC - Employee Integration with external HR System, Question is when we receive back the ‘Employee Identifier’ from HR System, I need to make the employee record read only? pls suggest ...
0
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1answer
58 views

Trigger on child object to update parent object field

I need to update a field on Opportunity. Opportunity is related to OpportunityProduct. I've a workflow on OpportunityProduct where Evaluation Criteria is set as Evaluate the rule when a record is ...
1
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1answer
31 views

Can't Reference the Owner in the Process Builder but can in workflow

I am trying to reference the Owner in process builder and cannot. However, it works in workflow. I'm trying to use all of the new features for all of my development so obviously the simple answer is ...
0
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2answers
41 views

Workflow rule criteria unable to catch ISCHANGED() for field update by another rule upon creation

I currently having a WF rule with criteria ISCHANGED(Field__c) . There is a 2nd WF rule that would update Field__c (Picklist), and checked Re-evaluate Workflow Rules after Field Change for the field ...
3
votes
1answer
35 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
0
votes
1answer
13 views

What is the correct way to update a record based on the profile that created it?

What is the correct way to update a record based on the profile that created it? For example if the user belongs to profile X then I want all Contacts they create to be assigned to Account Z. I want ...
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0answers
47 views

Opportunity Owner should get task mail notification when task is completed

I have one requirement mentioned below could any one please help us: Creation of task to functional owner and email notification to opportunity owner and opportunity owner manager when the functional ...
1
vote
1answer
22 views

Case Auto Creation to disable from Noreply@saleforce [closed]

I've created a workflow with field on Case Object. Case:WebEmail not equal to noreply@salesforce.com but yet I'm still receiving cases created although the filter is set to eliminate the cases ...
0
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0answers
16 views

Auto assignment of Task\ Log a Call to a Lead Owner of type Queue

I'm trying to create an auto process(Process Builder\ Workflow) on Lead that will create a Task (or Log a Call) and will assign it to the Lead Owner. The problem is that it doesn't work if the Lead ...
1
vote
1answer
31 views

Error: Function PRIORVALUE may not be used in this type of formula

I have trying to build a formulae in workflow on the Final result which should show error message if the the prior value of Final Result is either (ACCEPTED,Need More Information-Incorrect Patient/...
1
vote
1answer
17 views

Want to edit fields on the object review layout

We have a Salesforce object that we send to review by an admin. We have 88 custom fields for this object, but the layout for this review only shows a few fields. I can't figure out where in SF to edit ...
-3
votes
1answer
25 views

Way to see trigger using email template without going through CODE [closed]

If there is a way for me to easily see if any apex triggers are using email templates without looking through the code?