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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41 views

only fire workflow when value changes

I have a workflow that I've created that will populate a text field with a URL when the record is updated. My workflow rule evaluation criteria is: Evaluate the rule when a record is created, and ...
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1answer
18 views

Is it possible to create a new WorkflowRule using Metadata API?

The question is basically as in the title: Is it possible to create a new WorkflowRule using Metadata API? I'm using Java, and I want to create a workflow rule for a custom object. I've tried: * ...
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113 views

Salesforce Lightning Process Builder

I am testing out the new Process Builder in Salesforce (Pilot). Working on a MacBook Pro I am having problems with the "Define criteria for this Action Group" pane, it is not able to fully display ...
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20 views

How to prevent email triggering goes to Enduser for adding new field to case page [closed]

I need to create one new field in case page, if i create new field on case page the Emails goes to End users,How to prevent those emails to End user.,Thanks in advance
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1answer
28 views

Trigger to Update picklist value based child records picklist value

I have two custom objects Sale__c and Project__c. Both Sale__c and Project__c have different status in a picklist. Sale__c status is broken into two picklist Status__c and Status Detail__c ...
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18 views

How to Approve the jobs from Approval Processes by just writing APPROVE from Approver

I'm new to salesforce ,so i was working on Recruiter APP . In Workflow and Approval after the POSITION is created the APPROVAL notification should intimate to MANAGER or CEO. the notification which ...
2
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1answer
38 views

Invoke a workflow from Apex Class

I have a workflow that needs to be run daily to check is the status of a particular file is completed or not. If the file is not completed then the workflow should be triggered and a Email alert ...
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1answer
19 views

Workflow/flow to change opportunity owner to child object owner when child object is linked

Struggling a bit here. I am trying to create a workflow/flow that will automatically update owners of an opportunity without the complexity of creating a trigger. The relationship goes - The ...
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1answer
21 views

How to match a value in a child record with a parent record field value?

I am trying to create a workflow that allows 2 cross object, custom, picklists to match each other. However, when I create a workflow, there is nowhere for me to add a formula. Not sure if there is a ...
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1answer
25 views

Create new Field At Account Level

At Account level there is one filed named "Comment(Type-Long Text area)".now i want to create one another field at account level that give the count, Number of "comments" inserted by specific role of ...
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24 views

Error while querying workflow rules using tooling api

I am trying to run the following query in my developer console (using tooling api): SELECT Id,Name,NamespacePrefix,Metadata FROM WorkflowRule but get an error saying 'An unexpected error occurred.' ...
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37 views

Workflow Setting a Date field problem

I have a workflow rule setup to populate an inactivity date field, it seems like it should work, but it hasn't set the field for the last 2 weeks (since it was created). Am I missing something here? ...
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2answers
62 views

Apex Trigger to update Account field when Case field is updated

I am struggling to come up with a trigger to update an Account field (Last Survey Sent) when the same field gets inserted or updated on the Case (Last Survey Sent). I am unable to do this via ...
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1answer
25 views

Update specific field on all custom object records except for last edited

I have custom object that have "Default Something" checkbox field. What I want to achieve is to have maximum one record that have "Default Something" checked. I tried the workflow rule but I didn't ...
3
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3answers
50 views

Writing workflows in Apex

Can we create workflows in Apex?. In Apex documentation there is information only regarding creation of approval processes.I was wondering if we can create workflows in Apex. can anyone show me some ...
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2answers
48 views

Workflow rule on opportunity to check account status (custom field) and update opportunity field status

I have created a workflow rule for Opportunity object type which checks if Account Production status (custom field) is set to "Cancelled" it will trigger an update field which would change opportunity ...
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2answers
37 views

New Workflow Rule with Existing Field Update for ChangeSet

I'm creating a New Workflow Rules with existing field update, do I need to include the existing field update in ChangeSet?
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1answer
58 views

Unit testing complex workflows

I'm working on a project that entails refactor of a lot of complex workflow rules. I was wondering if anyone here writes unit test to test their workflow rules? Seems like it would be a good idea ...
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1answer
23 views

Workflow rule on User object, cannot access lookup field (Contact) details in email template

I am using custom portals. The registration is done using standard salesforce functionality (code) like this. userId = Site.createPortalUser(user, accountId, password, false); The false here ...
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1answer
50 views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
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1answer
14 views

Is it possible to programmatically customize a Customizable Salesforce Forecast?

I'm working on a project where the client wants the following: Somewhat different from SFDC's native concept of a committed Opportunity, the Opportunity should be set to "Committed" if it exceeds a ...
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0answers
30 views

Running Total at Opportunity Level

I've a roll up summary field at the Account level call "Total Revenue". It rolls up summary of "Revenue" at the opportunity level. I have a request to show total revenue for each opportunity ...
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2answers
26 views

Use field values on task auto-creation via workflow

I have a custom object called Invoice with the ability to have tasks/events assigned to it. One of the required fields on the custom object is an Account look-up. When a new Invoice record is created, ...
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1answer
45 views

Updating Checkbox values using workflow

I would like to create a cross object workflow that updates a checkbox value of the child record (with true /false) with the checkbox value of the parent record (true /false) and recalculates every ...
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2answers
44 views

How to insert line break into Rich Text field from Field Update

I've a workflow field update that's updating a rich text field type. I've tried using BR() to insert line breaks but I don't see that line break when viewing the standard detail page for the record. ...
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1answer
27 views

Check if an user name is used for any jobs/WF updates/Email alerts/Reports etc

I would like to know if there is any easy way to find all the references of Salesforce User account (say, User X). For example, Workflow field update can use User X, Reports running user can be User ...
3
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1answer
48 views

Autopopulate zipcode when contact name is selected through lookup

I have customobject where i try to select contactname through lookup relationship .By selecting contactname zipcode field from contact should be populated before saving
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72 views

Assign Workflow Tasks to Queue or Public Group

How to assign the workflow task to group of users(Public group or Queue).I see this feature is not available in salesforce.Here are the idea exchange links for Queue and Public Group Is it possible ...
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2answers
35 views

Using a Workflow Rule to notify of Contact changes

Is there a way to create a workflow rule to send an email every time a contact's last name change or home address changes? Or would I need to create a trigger for this?
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1answer
18 views

REST API Does Not Appear to Return any Workflow Rules

According to the REST API guide the following endpoints can be accessed via HTTP GET to return a list of workflow rules, all workflow rules for an object, and a specific workflow rule, respectively: ...
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1answer
34 views

Why is my workflow not firing? - “100 <> null” evaluates to false? null formula comparison issues?

Question In a workflow formula criteria, what's the expected behavior when comparing nulls with the <> operator? Details I've got a basic workflow that seems like it should fire but ...
3
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1answer
51 views

How could {!Contact.FirstName} work on email template used for Lead Record Creation

I have a email template with {!Contact.FirstName} merge field in it, this email template is used in an email alert used in a work flow rule that gets triggered when lead is created through web to lead ...
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1answer
51 views

Email Notfication based on the field value

HI I have the following field value. type (pick-list) values [daily, weekly] Count (number). end date If I choose daily and 2 in the above field. two mail should send to the owner. till the endate ...
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1answer
46 views

How do we auto-populate a field with the value of the previous created record?

We have a Custom Object Meter Reading that has three fields: Old Value New Value Difference (formula field) We are creating records that display the difference between the old and new ...
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1answer
32 views

Why do I get Error: Exceeded maximum number of tasks allowed per rule (10) when deploying a workflow via ANT?

I have a workflow rule that are failing to be deployed to a sandbox from a sandbox via ANT. The workflow rule has seven field update tasks associated to it. When I deploy I get this error message. ...
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1answer
59 views

Trigger and Workflow on the same field facing Issues

Hi I have a requirement. I have a custom Checkbox field inside case object say "res__c". When a Email is received then this res__c should be TRUE. And later if the case record is edited, then res__c ...
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1answer
40 views

Cross-objects workflow with scenario

Can any body here explain me what is cross object workflow and how can we use it, what is the scenario where we can apply this.
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2answers
44 views

how to send an email alert to an account owner's manager

I am trying to configure an email alert to be able to send out to the manager of the account owner of an account. To this end I have set up a field on the account object that stores the email of the ...
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2answers
112 views

Executing Workflow Rule in Minutes? (Time Based Workflow)

I am attempting to do a field update every 15 minutes but it seems workflow time triggers start at 1 hour. Is it possible to have workflows execute every 15 minutes? If not, it is possible to have a ...
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0answers
19 views

Is there anyway to send an Email Alert to a Territory Assignee?

We have implemented Territory Management in our Org. In our scenario, we have multiple business units which divide their territories differently and we keep one Account for all the business units. ...
2
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2answers
91 views

Does a time trigger workflow rule based on a date, with a field update on that same date, still execute if the field update changes the date?

I have a time based workflow rule that fires when TriggerUpdate1 is True. When it fires, two time dependent workflow actions are kicked off (they're part of the same rule, just two actions): At 1 ...
2
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3answers
104 views

Checking a Custom Field if Opportunity Stage has changed

i can't figure it out where i did mistake..any help would be appreciated.. trigger oppiswonchec on Opportunity (before update) { for(opportunity opp : trigger.new){ opportunity oppold = ...
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1answer
35 views

After Insert Trigger & WFR Field Update

This is a fresher question. I am trying to understand the mechanics of SF Order of execution. Let us assume that there is a custom object "Alpha". "Alpha" has a custom field "FAlpha". "FAlpha" is ...
4
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1answer
49 views

Can we specify “without sharing” in Visualforce email templates?

We have a workflow rule that triggers when ownership of a record changes and certain conditions are met-- part of the criteria is ISCHANGED(OwnerId), which causes the workflow to perform its actions. ...
1
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1answer
67 views

Email Alert on Custom Object

We have a custom object called Worklog. This custom object (Worklog) has a custom field (Worklog_User__c) which is a lookup to an salesforce user. This user should get a notification whenever a ...
2
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1answer
102 views

Email Alert using VisualForce Email Template Produces Empty Email

I want to send an email on creation of a record. The email must contain information about the record plus certain related detail records. I chose a VisualForce email template with a VF component ...
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1answer
65 views

Metadata explorer to view workflows

There are quite a few good tools on AppExchange to view metadata components, such as objects and code, but none of them seem to be able to display workflows. Using Eclipse IDE is a bit of a pain, as ...
0
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1answer
27 views

create outbound message in veeva to a mobile number

Can someone help me here? I have a requirement to send message notification in mobile number of the User when he/she is inactivated in the system. IF(AND(ISCHANGED(ISACTIVE),NOT(ISNEW())),true,false) ...
3
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4answers
147 views

using a field update to update a lookup field based on another lookup field

I want to be able to update a lookup field "FirstUser"(lookup to user) with the value form another lookup field (CreatedbyID). What is the simplest way to do this? Do I need to create a trigger? I ...
2
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1answer
35 views

how to change the case creator

I want to be able to change the case creator (I have a workflow rule that fires an email when the case goes to "waiting on update" and sometimes the case creator needs to be updated to prevent the ...