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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11 views

Workflow rule to send email 4 times

I have a workflow rule that sends a happy birthday email. However, I want the email to stop after the 4th birthday. This is what I have so far. BirthdayNumber is a formula field (Number) that ...
0
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0answers
9 views

Email notification on password expiration

I need to send an email for all users using one particular profile if password expires within next 30 days... Implemented workflow similar to the one in ...
4
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1answer
33 views

Managing Git with Sublime Text Salesforce IDE plugin

I am setting up our Saleforce GIT repo and trying to plan out a solid workflow, but I'm unsure how to make it work with the Sublime Text 3: Salesforce IDE plugin because it creates a separate ...
1
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0answers
13 views

Parent case field to be auto filled when child case is closed

I have a scenario when any child case is closed, two fields in the parent case needs to be updated. If there is more than one child, the parent will be updated with the most recent child case that ...
0
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0answers
12 views

How I Need to send Email Notification for picklist field value(User) when record saved

I have pick list field “Assign To" in contact object in that 3 users are there, If I am selecting any user it automatically send an email to user saying that perticlular item is assigned for you.
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0answers
16 views

Cross object field update on an Opportunity from Apttus Quote/Proposal records?

I'm a beginner. I don't want to give this over to our consultants, but I'm seriously vexed. I need to create a new field on my org's Opportunity object that equals the Description field of the ...
1
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1answer
20 views

Email notification after account is created

I am trying to make a workflow rule that will send an email to that specific sales person after an account is created. What i am doing to accomplish this is setting a Rule Criteria after the account ...
2
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1answer
18 views

Create a workflow rule when Lead status is changed from X to Y

I want to create a workflow rule which should be triggered when I change the Lead Status value from 'Open: Not Contacted' to 'Open: Working' Any help with this please?
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0answers
12 views

Formula field in Campaign Member Section

I don't know if this is possible to do with formula but lets try. I am trying to develop a formula that will give me the times opened from certain lead that is under campaign. What i am trying to ...
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0answers
20 views

how can I Automate emails based on criteria in Professional edition? [closed]

Professional editions do not support workflow but I would like to send out some automated emails based on certain criteria on certain objects just like workflow rules. how can I Automate emails based ...
2
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1answer
41 views

Should time-based workflows trigger upon record update that puts trigger date in the past?

I ask because I'm getting conflicting info from the SF documentation On the one hand: What happens if I update the value of a date field used in a time trigger? If you update the date field ...
2
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3answers
225 views

How we can mark email as “High importance”

can we mark outgoing mails to high importance either by workflow or by apex code. The way we do in outlook.
1
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1answer
27 views

Who will be the last modified by for Workflow rule or Triggers

When the field was updated by a workflow rule or triggers, who will be the last modified by or edited by on the history? What about the scenario when the update is performed by time-based workflow ...
1
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1answer
12 views

Workflow rule for (After Inser or AfterUpdate) trigger logic

Requirement: Update Account_Customer_Status__c on Account based on Opportunity's StageName (recently created Opportunity's StageName should be considered if multiple Opportunies exist). It should ...
0
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1answer
38 views

Duplicacy on 2 fields

I know I'm not the first person to ask this but I've read many blogs, none of them solved my problem. I have a custom object say "Invitation__c" where I have a custom Date field. My requirement is ...
0
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1answer
35 views

Can a time-based workflow trigger every time a record is created or edited?

Sorry this isn't a programming question, but I trust folks on this site moreso than elsewhere. I'm signed up to take the ADM201 test and am reviewing questions people have posted on the Internet. ...
3
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1answer
53 views

Trigger/Workflow Rule Recursion on Opportunity and LineItem

We have a trigger on Opportunity that updates the OpportunityLineItem when the Opportunity is won. We also have workflow rules on the OpportunityLineItem that fire and this causes some recursion to ...
0
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1answer
30 views

Time based workflow to send email alert based on lead Status in approval process

My approval process works on leads when a role(Eg salesrep role) based user submits records for sequential approval from different role based users in a queue. As per my business i am suppose to ...
0
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1answer
37 views

WorkFlow Formula Question

I am trying to use this formula for a WorkFlow but Salesforce keeps giving me errors about two fields which are picklists. Anyone know what I am doing wrong? This is the code and the error is ...
0
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1answer
24 views

Time-based workflow email notification alerts to customers

So I've been reading up on Workflows, Triggers and Email Alerts and what I want to do appears possible without having to write custom Apex stuff. Our objective is to send email reminders to customers ...
2
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1answer
24 views

Workflow Field Update Action On Case : Cannot update Closed Date field

I want to update 'Closed date' field on case. I am trying to implement this as part of a workflow field update action on case. But this field is not available for field update. Why is this so? I ...
1
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1answer
23 views

Adding a field into Workflow Time Trigger Edit Drop Down Menu

New here. I'll be as brief as I can. I'm trying to trigger a mail before a subscription expiry date. I have two tables: A 'Contact' Table and an 'Account' Table. How can I add an 'Account Expiry' ...
1
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0answers
15 views

Workflow Formula for Owner

I need to write a workflow formula that states if an owner is equal to a specific user with an action to check a specific box. I tried doing with the simple criteria, but this is not working. Does ...
0
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1answer
52 views

How to make a flow run if Opportunity Closed Date equals Today

I have a flow created in Salesforce (using Cloud Flow Designer). This flow essentially duplicates an opportunity but changes a few fields - in other words, it creates a renewal opportunity. I ...
1
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0answers
14 views

Workflow to update Milestone completion

I am trying to create a workflow field update on milestone but I don't see milestone standard fields in the list. This idea https://success.salesforce.com/ideaview?id=08730000000HS83AAG has already ...
0
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0answers
18 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
1
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1answer
14 views

How to make matching fields (in unrelated records) trigger workflow?

I have professional edition, but we have access to workflows. I would like to trigger a workflow when two contacts in our org have matching email addresses, phone numbers, or names. Any suggestions ...
0
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1answer
10 views

How do I reference a custom field of datatype hierarchy in a Workflow rule

I have a custom field on my Account object which is of type Hierarchy (which is for the Object User). I have never come across this before, and I cannot find out how to reference that field in my ...
3
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1answer
38 views

Workflow to send reminder email to owner and manager when invoice is overdue?

I have a custom object, Sales Invoice, that has a custom formula field to calculate the number of days overdue. I want to send an automated email at XX days overdue to both the account owner and ...
1
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1answer
22 views

Help with workflow rule criteria

I need to include a date field in my workflow rule criteria. The field "registerDate__c" is of type DATETIME. My criteria should express that the registerDate__c is longer than 30 days ago. I ...
0
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1answer
33 views

Attach workflow email alert with Case

I have a workflow to send email alert with custom template to the contact once case is created. I need to keep track of all these outgoing emails in some way, for instance - attaching it to the Case. ...
1
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1answer
21 views

Controlling who receives workflow rule email alerts

Here's the scenario: I have set up a community where external users can create cases. When a case is commented on the creator of the case receives an email alert based off of the template I added to ...
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0answers
35 views

How to send email alert on change in Task (when Workflows aren't available)

My requirement is something like this: If the task status is changed then the Contact should get a auto notification email. I tried with workflow but unable to create a workflow for such requirement. ...
0
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2answers
29 views

How should i call custom workflow rules

There is some requirement therefore we are thinking to create custom workflows. There would be some additional tasks and operations but workflow invocation would be same as workflow rules. We will be ...
1
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2answers
49 views

How does the info entered in a force.com page get into the right place in Salesforce

I am volunteering doing Salesforce work for a food bank in CA. I am still new with respect to doing more complicated tasks. I have some questions on VERY basic SF concepts. I was given a sign up ...
1
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1answer
76 views

Workflow Email Alert: Opportunity Close Date moves beyond current quarter

I need to send an email alert whenever an Opportunity Close Date is pushed out past the current quarter. This is the formula I'm trying to use, but the errors suggest that I can't use relative dates ...
1
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0answers
21 views

Unable to Call Hidden Field in a Workflow Rule Formula [closed]

I have a field on an object that is populated from an external database via the data loader. It is not added to any page layout, but it is visible for all profiles in field level security. I would ...
1
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2answers
41 views

How to update a date field with data from another date field in workflow rules

I have a workflow rule in place that needs to update a date field when another date field is is filled. IF Date1 is filled, assign Date1 value to Date2. What's the best formula to use in my Workflow ...
0
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0answers
14 views

Tasks workflows

I'm new to salesforce, i've received basic admin training(point-click) and I'm looking to further my knowledge. I'm trying to create a new workflow based on contracts, so far so good, however the ...
0
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1answer
25 views

WF_RULE_NOT_EVALUATED..Workflow not getting evaluated

I built the following WFR - Field Update. The requirement was straightforward. The Sub Status of a case has to be set to a particular value when the record which is getting evaluated meets ...
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0answers
37 views

Currency Field as Workflow Criteria

I created a workflow on opportunities with one criterion being 'Amount greater than 19,999'. The workflow saved without an issue but didn't respect this individual criterion (i.e. performed an email ...
0
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1answer
28 views

How to set a field in oppty based on a parameter of it's products?

I need to check a CB on an oppty, when any of it's products are of a certain character. Our products have a CB named: 3D If an oppty, has any such 3D product, I want/need to check the CB: is_3D - on ...
1
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0answers
36 views

New feature: flow triggers

When I save a record and a workflow rule triggers a flow, how can I pass the ID of the record saved to the flow. Thanks
2
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2answers
112 views

Visual Workflow - Passing sObject Collections back from SubFlow causes crash

Am having huge trouble trying to pass an sObject Collection (of a Custom Object) into and back out of a subflow. PreNote: When I try to save the Master Flow, it always gives an error that the types ...
1
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0answers
21 views

WorkFlow is not getting Executed

I am facing a rare scenario where Workflow is getting executed properly for One record and it is not getting executed for the Other record. PLease find the below logs, eventhough both of them are ...
1
vote
2answers
32 views

Generate Alert (Email/Task) , if new record is not created in an object within 2 days?

I have an object which is a child of Contacts (M/D relationship) , I want to generate an automated email if no new records are created in the child object withing two days. has anyone come across ...
2
votes
1answer
58 views

Question : Time Based Workflows

If I have a time based workflow triggered on Case create where I check if Status = 'Open' then close the case after 7 days. Will the case still get closed after 7 days even if the staus <> ...
0
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0answers
39 views

Unable to locate workflow running on Case

When I edit a Case Contact from community portal and change the value in Contact of that Case, it changes to previous entered value and is not updated. But when I check the Field history tracking of ...
0
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0answers
24 views

workflow fires without meeting criteria

i have a workflow and it fires only when custom_field__c is not null. an ETL job runs periodically, then this custom_field__c is updating, then the workflow rule fires, i get a email. Surprisingly, ...
0
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1answer
27 views

Field Update Based on Workflow

I have one object named "Information" and in that i have 3 field listed below Amount (type - Currency) current(formula-return 0 and 1) balance (type- number) now here i want to fill the field ...