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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8 views

Time-based WFR Not Working

I created: date/time custom field - this will copy the last modified date of cases via the WFRs below if the edit is made via case comment and email only a. WFR1 Case Comment Object- (Case: Status ...
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1answer
22 views

workflow is not working as expected in specific criteria

i got a requirement to send an email to specific person in email field whenever any opportunity is created when an lead is converted.so i write a formula like For reference: But if select 1....
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0answers
15 views

When can I use Big Deal Alert instead of WorkFlow Rule? [on hold]

Could someone please tell me when can I use a "Big Deal Alert" instead of WorkFlow Rule? - Is there any limitation to use this Feature over normal WorkFlow? - Anything else need to be considered ...
3
votes
1answer
16 views

Workflow Rule Firing Question

I have a WFR that needs to fire an email alert when the record type of a contact is not equal to "conflict of interest". I currently have the rule criteria set as: DV_Perpetrator_Opposing_Party__r....
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0answers
23 views

Send an email alert when an lead is converted [on hold]

I'd like to send an email to opportunity owner's team lead on lead conversion. There's an existing checkbox used to send an email to the owner, but Id like to extend this functionality. I had already ...
0
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1answer
13 views

Is there standard Functionality to send an email to case owner when case is closed

I want to send an email to the case owner after closing the case. Is this standard functionality of Salesforce? I tried in my developer org and I closed the case but I didn't get any email ...
3
votes
1answer
35 views

Why did my workflow rule run? (A spin on the usual question)

I have a workflow rule that fired unexpectedly. The workflow rule was set to evaluate when a record is created, and any time it's edited to subsequently meet criteria The workflow rule criteria are: ...
0
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1answer
31 views

Update cross object field

I want to update a field on all the campaign members when a field on the related contact is updated in Salesforce . Both the fields (on contact and campaign member are standard Fields) . How can we ...
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1answer
39 views

Compiled Formula is too big : Also does not work under Workflow criteria

Formula to compute the value of Office__c is as follows. CASE( Account__r.Office__c , "Americas","Americas", "EMEA","EMEA", "China", "China", "Hongkong", "Hongkong", "Taiwan", "Taiwan", "Korea", "...
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votes
2answers
27 views

How to circumvent the Trigger.old data exception happening with workflow updates?

I have an object that gets its record type changed by the user and based on that change I want to create some new records of another object. So in the trigger I compare Trigger.old to Trigger.new and ...
0
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1answer
30 views

How to create a record automatically when a checkbox is set to true in an object [closed]

I have an object Product stock, which has a checkbox on it called reorder point. Whenever a Product stock record has the reorder point checkbox checked we send out an email notification. But we would ...
0
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2answers
23 views

What does this trailhead table mean about complex branching arguments? [closed]

According to this table the workflow only deals with single if/then statements (scroll down about 1 screen length): https://developer.salesforce.com/trailhead/en/force_com_admin_intermediate/...
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1answer
22 views

How do I setup the FinishLocation on a flow?

We have certain accounts we use for only a very limited but very critical amount of information. I have created a Flow in Flow Designer (my apex knowledge is tiny) that gives my users access to only ...
1
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0answers
23 views

How to update a field based on particular picklist value

I got a requirement like I have checkbox called reworked in opportunity page.Whenever stage changes from closed - lost to any value.i have to update the checkbox automatically. Is there any ...
0
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0answers
6 views

How to create a workflow on emails received via outlook sync?

I have a requirement of creating a workflow rule on emails received via synchronization of salesforce with outlook. I really do not have any idea where those emails go and on which object to create ...
-1
votes
1answer
34 views

creat vf page automatically account will be created

I am new to salesforce.I have one requirement,i create visualforce page automatically it creates the account.Please help me.
3
votes
3answers
38 views

Prevent duplicate account creation with custom error message

I have implemented workflow rule in maintaining unique name in the Account object everything is fine except that the error message that I'm getting I want to customize to give more meaningful error ...
0
votes
1answer
33 views

Making Workflow Formula field editable [on hold]

I have created two formula field on quote line item using workflow formula. Custom Fields Sales Price/Service Price calculates 60% / 40% of the total price respectively. But it does not allow user to ...
1
vote
1answer
20 views

Sudden Unexplained Email To Case Workflow Failure

We have On Demand Email-To-Case set up in our org. We also have a package installed called Simple Survey. It added a Datetime field named simplesurvey__Survey_Sent__c to the Case object, and we ...
1
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3answers
24 views

How to use below condition in a proper way

Hi friends i got a requirement to get the mail id of the person to sent an email alert.But i have two conditions to work on this Like OR(IF( CONTAINS( Mail__c , "pavanobbeli@gmail.com") , "",...
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0answers
16 views

How to allow workflow field update results be edited/stay sticky by user

I have created two custom fields on quote line items Sales__C price and Support__c price and added a workflow formula for breakout where 60% of List price would be added to sales__C and 40% would be ...
-4
votes
1answer
22 views

Question on workflow

Within a custom recruiting application, Universal containers uses a custom position object to track positions. Positions expire 90 days after they have been approved. A workflow rule is in place to ...
0
votes
1answer
22 views

How can we upload workflows from Eclipse to Sandbox?

We refreshed our sandbox from PROD and now we have some before refreshing .workflow files that we need to upload to our refreshed sandbox. Is this possible? Please, let me know how proceed as I am ...
2
votes
1answer
23 views

Generate flowchart diagram from existing workflow rules

Are there any tools/apps available that can take existing workflow rules and generate flowchart diagrams for documenting processes? We have many complex (read as: should probably be apex) workflows ...
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0answers
13 views

Task should be assigned after updating the opportunity field [duplicate]

We have fields in the opportunity called as MIDescription Whenever we entered in the description field it is creating a new brand task in the Open Activities related list. For that we have created one ...
0
votes
2answers
58 views

Create a Task when one of the opportunity field is update

We have a requirement: We have fields in the opportunity called as MIDescription Whenever we entered in the description field it should create a new brand task in the Open Activities related list. ...
0
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1answer
23 views

How to get name of the approver in Email template

Hi friends i'm new to approval process. I stuck in a place where i need to send an email to the sales rep with either approved or rejected with whom approved or rejected. I had created a email ...
0
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2answers
35 views

How to determine the value is unique

I have a formula field to display after concatenate the three different fields value. formula shown below: TEXT(Account_Code__c) & "-" & TEXT(Account_Code2__c) & "-" & TEXT(...
1
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0answers
20 views

Unable to accept lead from lead list view in one step [closed]

When I try to accept lead from list view, I am having two steps in between. When lead is accepted from list,the lead changes to Active. The workflow defined is : AND (ISCHANGED( OwnerId ), ...
1
vote
3answers
43 views

Salesforce Workflow Rule [closed]

I am new to salesforce and I was wondering how could you set the rule criteria to be evaluated when the current date is equal to chosen date in the EVENT DATE field in the opportunity object.
0
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1answer
24 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
votes
2answers
42 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 ...
1
vote
1answer
34 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 ...
0
votes
1answer
25 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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0answers
16 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 ...
0
votes
1answer
30 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 ...
0
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0answers
18 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,...
1
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0answers
39 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 ...
3
votes
1answer
44 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 ...
0
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0answers
20 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
36 views

Bypass the single quotes

OR(ISPICKVAL(Status,'In Progress- Engineering'),ISPICKVAL(Status,'**In Progress- PLM\'s'**))
0
votes
1answer
43 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 ...
0
votes
1answer
39 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 “...
1
vote
1answer
32 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" ...
1
vote
1answer
36 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 ...
0
votes
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 ...
1
vote
1answer
251 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 ...
0
votes
3answers
55 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 ...
0
votes
3answers
46 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 ...
0
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0answers
19 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 ...