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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Salesforce suggested Workflow to allow inclusion of Activity type in Report not working

I am trying to create a report on Activities that includes the Activity Type. I am following these instructions, as apparently this can't be done out of the box. ...
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15 views

How can I set a Cancel Button in the first step of Visual Workflow

I want to have a cancel button, right beside the next button, in the first step of the visual workflow. As far I have seen, it looks like is not possible. Any idea, how can I do this? Regards! ...
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11 views

How can we set a default value for a picklist in a visual workflow from an Apex class

I have a visual workflow that I invoke from a visual force page. From the visual force page, I pass to the flow an ID of a case record. In a screen component, in the flow I want to edit some ...
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1answer
21 views

Workflow and Field Update to Standard, Required Field

On the Standard Contract Object, I am trying to make a default picklist value for Status upon Contract record creation. When I use a workflow and field update, the field doesn't get updated in the ...
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1answer
26 views

Password reminder notification for internal users [on hold]

I have requirement to generate password reminder notifications to Internal users. similar article for more info- Email notification on password expiration source blog- ...
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0answers
23 views

How to show SObject fields in a visual workflow?

I want to show some standard fields, of the Case standard object, in a visual workflow. Anyone has a workaround for this? I have tried, to set them as a SObject Variable, but I don't know which ...
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4 views

Notify Parent Case Owner when a child case under it is closed

Is it possible using workflow to notify the parent case owner using email when a child case under it is closed.
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0answers
16 views

How to Create Documentation for Workflows using XML?

Question: How can I use an org's XML (retrieved from Eclipse or MavensMate) to "automate" my documentation? In other words, is there a way to "convert" or manipulate the XML for each workflow into a ...
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1answer
17 views

Update Account Field from Contact Field

I am trying to automatically update an account level field once an associated contact's field is updated. The use case is someone completes a Pardot web form to register their products. This data goes ...
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1answer
26 views

does workflows work on cross objects?

Does workflows works on cross objects? I have a custom object having a picklist value and another standard object Accounts.If I update the picklist on custom object,it is possible to update the ...
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1answer
58 views

On home page, display the count of leads which are not modified since last 90 days [closed]

I want to achieve something like i have mentioned in "title" .But problem is i have never worked on the home page. I was going through the searches i came to know about the home page component. I ...
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1answer
56 views

On change of account owner, it should send an email to old owner and new owner

Hie , I want to send an email to the old owner as well as the new owner as soon as the owner of the record changes. But with workflow i am able to send the email to current owner. Please suggest ...
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1answer
31 views

On change of account owner, its opportunity owner will also get change

Could you please let me know if its possible to change the opportunity owner when the owner of account changes with using Workflow.or the only way to achieve this is through trigger. Can you please ...
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2answers
26 views

Auto Update Child Relation

Suppose I have an Appointment Object, which has Date, Specialization (picklist), and Patient(Master object-record type of standard object, Contact) I have another object, Visit, which also have the ...
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1answer
34 views

Process Builder Criteria from Related List

Can field values on related records be used as criteria in Process Builder? Example: We have a custom object called Affiliation__c as a junction between Account & Contact objects. To create the ...
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33 views

Time Trigger shows 1000 records only

When I go to Time trigger, I see the message "Note: You have reached the maximum number (1,000) of deletable Workflow Queue at one time. If you would like to delete more Workflow Queue, first delete ...
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1answer
23 views

Record Types and Workflow Rules

We just started using record types to divide our divisions in SF. I wanted to know when setting up Workflow rules do I need to now specify which record type to apply this to? How can I go back ...
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1answer
20 views

Is there a way to create a Workflow rule to reassign permissions?

After the Opportunity is set to Closed Won we would like only the Administrator and one other Key person to be able to update the record. Can I do this with a Workflow rule or would I have to create a ...
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1answer
34 views

Create a record in a custom object when a lead is converted

I am trying to figure a way to create a record in a custom object whenever a lead is converted as certain fields are populated. The object in mind is something I call "License Agreement." Would this ...
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27 views

How to Parse Different Number of Characters in a String

I am using the email to case functionality in Salesforce. The email creates a case, and the body of the email populates in the description. I created a workflow that will "find" the phrase and then ...
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1answer
28 views

Populating a Field with Lookup to User ID

I have a date field that, when changed, I'd like for an update to another field specifying which Salesforce User made that change. Would the best way to go about this be a Workflow Field Update? How ...
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1answer
20 views

Create a Task on Lead Conversion

I have a workflow setup to create a task on lead conversion, However it does not seem to be firing.
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0answers
21 views

Updating picklist field using workflow

I have a record type which is a picklist field on Opportunity. When I create a new Quote I want Quote type which is a picklist field on Quote to set to specific value based on the record type picklist ...
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1answer
25 views

How to implement workflow dependent on two custom objects

I have Master Object Scheme__c under that I have 2 custom objects 1. SchemeStage__c (Schedule Date, StageName = 'Registration') & 2. Registration__c (which has Registration Date, User which ...
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1answer
52 views

workflow email notification

In workflow -> Email notification (I want to set the below format, I am unable to set the NEW STAGE) Dear "Approver" "Opportunity Owner" made a change to "Opportunity Name". The ...
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2answers
29 views

Workflow that executes any time a record is changed or page is accessed

I have created a workflow and field update to go with it. I have made the workflow evaluate each time the record is created, and any time it’s edited to subsequently meet criteria. I have made the ...
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1answer
23 views

Create Record Type without discplay on the Select Recordd Type Page

I want to create two record types but don't want to display them on the select record type page. Basically client requirement is to diplay the approval history Related list only if picklist value ...
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1answer
21 views

Workflow Formula using field from another object

I am trying to write a formula for below scenario Opprtunity : Field 1 Product (Custom Object) : Field X Field 1 updates when field X is Certain value. I have created lookup relationship between ...
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1answer
20 views

Changing page layouts with workflow rules does not work

once a campaign approval status has changed to "approved", the campaign pagelayout is supposed to change (so that the "submit for Apporval" button is hidden). I tried to solve this with a workflow ...
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1answer
19 views

How to send an outbound message to endpoint URL when an attachment is created on case object?

I want to send an outbound message to external url when a new attachment is created on case object, please help me this. Thanks in Advance...
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1answer
30 views

How to use Workflow to detect UI created records vs. API-created

I'm seeking a means of using a Workflow Field Update to set a Checkbox value only when a Lead record is created by either the API or by Web-to-Lead. The intended use is to disqualify Leads for a ...
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2answers
16 views

Household Email Alert when Custom Object Record is Created

The directors in my organization take attendance at the beginning of each class. They do this by creating records through a custom object called 'Absences'. It is imperative that the parents know ASAP ...
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2answers
52 views

Workflow/Approval

Email notification to be sent by SF to “X User” for any change in Stage, Total (It’s a custom Field -> Formula -> Currency) and Close Date in the opportunity table for all opportunities that are owned ...
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1answer
28 views

Standard Owner field update

We have a custom object which is having a field called A__C and it is a lookup to the user. So, if anyone chooses this lookup field value i.e. user. the standard owner field should automatically be ...
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20 views

workflow firing Multiple Times, Based on Email-2-case

While configuring Email-2-Case, I have identified the ToAddress in a Workflow, I want different workflows to fire based on "ToAddress" fetched, so I used contains() function for it. but now the ...
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1answer
20 views

field(check box) should be populate based on condition is related to other objects

I have the field in Devfull called Is Direct on the Account object. I need it populated under the following circumstances. For a Pending or Active Partner (using the Partner Status field on the ...
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2answers
65 views

APEX CPU Time limit exceeded error. Any suggestions?

We have this nightly code that runs in our org. Recently, we started receiving APEX CPU Time limit exceeded errors and we're looking for ways top optimize the code. Anyone have any suggestions on ...
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1answer
15 views

Workflow and Hierarchical Custom Setting

If a Hierarchical Custom Setting is used as part of a Workflow Rule, does the workflow access the User version (assuming the user had a custom setting) or the System/Organizational version?
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2answers
61 views

time dependent workflow-action execution order

Does someone know something about the action execution order please? I have defined a workflow named Update Access Granted. And I can see some scheduled actions from Set up -> Monitor -> Time-Based ...
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1answer
58 views

Are Process Builder workflow rules more likely to violate CPU Time limts than a standard/old workflow rules?

I think so and I'm wondering if others have seen similar issues. Our org has nightly job, very simple code, just updates Contact records if it meets simple criteria. It's been running for months ...
3
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2answers
88 views

Salesforce time dependent workflows, same field update at the same time

Let's define some identifiers before we start, in order to make things clear. I have some Account objects and some related Opportunity objects. Each Account object has a Access__c field. Each ...
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0answers
21 views

Workflow to create daily report

I am trying to create a workflow, or another creative way through salesforce, to keep track of my daily 'excused absences'. Our clients have their kids enrolled in our programs. I am developing a ...
4
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1answer
28 views

When do Streaming API queries occur in the Order of Execution?

At what place in the Order of Execution does the query used in a Streaming API Push Topic run and push the outbound record? This may matter if you are seeking to include field values in either the ...
3
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1answer
28 views

Assigning Tasks to Related User

We have been trying to assign a task to our Sales Engineers (Lookup Field on opp), they are not the Opp owner. The Sales Engineers are assigned to Opps in their own field once it reaches a specific ...
2
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2answers
61 views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
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1answer
16 views

Using the Tooling API to query a workflowalert with a fullname more than 80 characters fails with UNKNOWN_EXCEPTION

Summary Using the Tooling API to query a workflowalert with a fullname more than 80 characters will result in an error similar to the following: ERROR:- UNKNOWN_EXCEPTION: An unexpected error ...
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40 views

How to copy picklist value to another picklist using wokrflow or process builder?

I'm trying to copy picklist value from related record to another picklist and I tried both, workflow and process builder and I get stuck due to limitations of using a formula for picklists. Here they ...
2
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0answers
45 views

Creating workflow through APEX tooling API

There is a very good article with working code available on below link, which shows how to create triggers dynamically from apex classes by using tooling API: ...
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3answers
36 views

what are the options to store initial value of a field in a separate custom field

In CS object, there is a field Quantity that is subject to be changed. The requirement is to store the initial value of that field in a separate custom field. 2 options are there : inlude in before ...
3
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2answers
24 views

Email Alerts to Customers using Work Flow processes

Creating a work flow email alert. Would like to send out to customers email found in opportunity under contact roles. Currently, the only options are to select from drop down recipient type. Is there ...