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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1answer
19 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 ...
0
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2answers
13 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 ...
0
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0answers
9 views

Update Asset field from associated/related Cases fields

I want to update an asset field based on the same field in its related case(s). The field is multi-select and it tracks specific repairs done to the Asset. Example situation: When an Asset is ...
0
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2answers
29 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 ...
0
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1answer
25 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 ...
-1
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0answers
15 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 ...
0
votes
1answer
17 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 ...
2
votes
2answers
32 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 ...
1
vote
1answer
10 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?
1
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2answers
38 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 ...
1
vote
1answer
40 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
votes
2answers
75 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 ...
1
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0answers
16 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
votes
1answer
20 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
votes
1answer
27 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
votes
2answers
42 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 ...
-4
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0answers
40 views

really Outbound messages works in SFDC? for each record

I wanted to know in endpoint url in outbound message can I append a custom external field value. For example, suppose the is endpoint url is http://example.com/web/ can I then add in the last with ...
0
votes
1answer
12 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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0answers
34 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
37 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: ...
1
vote
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
votes
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 ...
3
votes
0answers
31 views

Formulas in workflows & validation - lazy or eager evaluated?

I tried to run some tests in developer edition and didn't see great difference so I am not sure. Basically I have a case that CPU time is leaking somewhere and I suspect it's validation rules or ...
2
votes
1answer
15 views

Is there any way to have a Case workflow rule create a task with WhatID set as the triggering Case's AccountID?

I have a workflow rule on the Case object that is supposed to create a task, but I want to associate the task with the Account that the Case belongs to, not to the Case itself. I have seen that I ...
0
votes
1answer
22 views

Can I change Email Alert Additional Email recipients based on RecordType?

We are in the process of going multicompany in SF and separating company information by RecordType. Two of our companies have substantially similar business processes and the customizations we have in ...
3
votes
2answers
37 views

Workflow Formula Help

I'm trying to setup a workflow rule condition. The field is Record Type and it is a picklist field. ISPICKVAL(RecordType.DeveloperName, "Prospective Customer") Anybody know why I'm getting this ...
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0answers
21 views

Workflow rule to create Task not working - help?

I have a Workflow rule that fires upon the creation of a Case when it meets a certain field criterion. It is set up to both send an email to a support rep, and also create a Task for her at the same ...
0
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1answer
31 views

timer to send emails

can we create timer trigger to send email in standard objects and could customize time everytime the record created as in the fixed time based on the record type. Also, could we make the number of ...
0
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0answers
10 views

Email trigger on timer basis [duplicate]

Could we write workflow to trigger email in case object without having DML record created or modified perhaps timer basis?
0
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0answers
16 views

Email alerts when task follow up day matches today

I have a requirement to send email alerts to the user for whom the task was assigned when the follo-up date on task matches today. But seems to be there is no option for such type of workflows on ...
2
votes
1answer
30 views

Workflows and field-level security

I've got a workflow that triggers a field update (checkbox). I would like to restrict this checkbox to read-only for everybody except System Administrator. However, if a non-Sys Admin causes the ...
0
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0answers
21 views

Revenue Date Tracking and Field Updating Based on Business Days

We currently have a field on our Project Revenue Object called "Submitted Date/Revenue Date" and a field called "Revenue Status". We would like to update the "Revenue Status" field from "CC Submitted" ...
1
vote
1answer
21 views

Formula field based on time-range

am currently using Professional Edition and I have a requirement where I need to report on only Active Accounts. An active account is an account that does not have a new opportunity created in the ...
0
votes
1answer
53 views

Timebased workflow rule, does it fire if the date is changed?

There are a lot of questions about time based workflows here, but I didn't see the answer to mine. I have a time based workflow rule. The entry criteria is true when a checkbox is checked. Now there ...
1
vote
2answers
58 views

Declaratively create logic in your org that prevents two Opportunities from being created on a single Account in a single day

Found this question on sfdc99.com as an example of possible Salesforce developer interview questions. Does anyone know how this can be done? Of course, without coding.
1
vote
1answer
51 views

Error with matching account and contact in custom object (flow)

Error with matching account and contact in custom object (flow) Greetings, I am creating a custom product donation object which includes lookups for both contact and account. The account being ...
0
votes
1answer
13 views

will workflow actions available for all the s objects

An iterviwer asked me one question in an interview that will all workflow actions performs on all S-Objects. I said yes but he didn't satisfied for my answer. kindly help me out somebody.
0
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0answers
31 views

running time dependent workflow when datetime changes

Is it possible to fire a time dependent workflow rule where the criteria is anytime a datetime field changes, fire the time dependent action 2 hours before the datetime field? I can't seem to get ...
0
votes
1answer
54 views

Workflow Rule and Time Dependent Email alerts

I am having an issue with getting my email alerts to work. i have got them to work however they only work upon creating and editing. story: I have created a custom object with a custom field called ...
2
votes
1answer
51 views

Process Builder is the solution maybe ?

So I'm having a requirement where I will be creating a checkbox in the Accounts object and each user has a maximum of 10 checks that they check for the checkbox for different Account records. So I ...
0
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0answers
18 views

How to hide work flow action?

I created 2 Workflows. while creating two workflows I am able to see all actions, But while creating Third workflow I am not able to see task assign. what happend. how can hide action in workflow.
0
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0answers
19 views

How To Identify the Main Contact Email in Different Contexts

I'm creating a workflow that needs access to Contact.email by I want the workflow to be usable / triggerable in a variety of contexts: sometimes an action on Opportunities or sometimes an update on ...
0
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0answers
23 views

Send email to ContactRole using Flow

I created a custom ContactRole inside Merchant object in Salesforce. Inside the Merchant details i created a simple checkbox which when ticked, i want to send an email to anyone who's under the ...
6
votes
2answers
77 views

Text field to Picklist

Is it possible to push the value of a text field into a picklist without using a trigger in salesforce?
2
votes
1answer
44 views

Queued Timebase workflow not firing after scheduled date

I have a time-based workflow that should have fired by now. I can see the entry still sitting int the queue. It's now 15 minutes past when it was scheduled to fire. Wondering why it hasn't fired ...
1
vote
1answer
29 views

Assigning Tasks based on fields status

I want to send a task based on these few things all on Opportunities Object: 1) Port Status must equal 'Rejected or Completed' THEN Send a task to whoever the 'Assigned Service Coordinator' is to ...
0
votes
1answer
23 views

Create Picklist Values by workflow update

Can I create picklist values dynamically by Workflow updates? In a custom object picklist values need to be populated with Account Names dynamically after creation of an Account. Please let me know ...
0
votes
2answers
50 views

Apex Trigger or Workflow Rules for Formula field that uses info from child object

I have ParentObject__c that has ChildObject__c, and there's a field Payment__c on ParentObject that gets updated in several different ways based on the values in both ParentPicklist__c on ParentObject ...
3
votes
2answers
119 views

How to get Workflow Rule in Maven's Mate

I'm trying to import my workflow rules from my org using Maven's Mate and I have got all my custom objects and in the package.xml i have the following: <types> ...
0
votes
1answer
36 views

Dilemma - How can I overcome a race condition (loop) in validation/workflow rules?

I have a validation rule on oppty stage, that prevents our partners from setting it over 0.70. AND( Probability > 0.70, $Profile.Id = "00e2000000xxxxt" ) There is another WFR that is based on ...