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.

learn more… | top users | synonyms

2
votes
1answer
13 views

Is it possible to avoid Time-dependant workflow email firing on a past 'scheduled' date?

I have a time-dependant workflow to fire 15, 7 and 1 day before a set date. Let's taken an example. Today is 1/22/2015 Due date set is 1/23/2015 1 day email is scheduled for 1/22/2015 (today) 7 ...
1
vote
2answers
23 views

Process Workflow Rules

Our current Work Flow creates tasks by a value in a custom field. This works fine. The issue is as each of the Work Flow process tasks are completed the value in the same field needs to change again ...
1
vote
1answer
20 views

Error: Incorrect number of parameters for function 'ISPICKVAL()'. Expected 2, received 3

AND( ISPICKVAL(PRIORVALUE(StageName),"Cancellation Requested", "Contacted Info Sent"), ISPICKVAL(StageName,"Cancellation confirmed") ) I am trying to add another ...
0
votes
1answer
19 views

Create Google Calendar Event via WFR and outbound message

What I would like to accomplish is: Support agent enters Date/Time into a custom Date/Time field on Case. Once the record is saved, automatically create a new event on a shared google calendar. I am ...
0
votes
2answers
24 views

Workflow Criteria evaluates to true but object not added to time based workflow

I have created a time-based workflow that checks some criteria on a custom objects and adds them to a time-based queue to execute 60 days after a particular date on the object. When we edit and save ...
0
votes
0answers
14 views

Combination of Field values and static text in Process Builder

Lets say whenever the opportunity is Closed Won , a Case needs to be created for the same with a Subject of : Opportunity "Opportunity_name" has been closed won . I have created a process using the ...
-1
votes
0answers
18 views

Users instead Contacts in Case Management

I'm trying to create a custom field in Cases as USER instead using Contacts available in Standard Objects. Using email to case, when email is being sent currently it captures the Contacts to populate ...
0
votes
0answers
23 views

Workflow fire after (after trigger) to send email is not working

I am having a requirement to send email to custom object record owner with a link of case record once it is created. There is no relationship between the custom object and case object. To achieve ...
0
votes
3answers
34 views

How can I fix my birthday reminder to support leap years?

I have created formula field name as 'Next Birth date'. Without code for leap years: ...
1
vote
0answers
15 views

Missing UserPermissions in Profiles and Missing workflow

I'm missing a UserPermission for "Files Connect Cloud" after a Clean in Sublime Text 3 when using Mavensmate. I'm trying to Edit the project to add the missing metadata but I cannot find what metadata ...
0
votes
2answers
36 views

How to track DML operation without using triggers

I am trying to insert/update/delete/undelete records of opportunity team into custom object.This should be acheived without using any Trigger on Opportunity Team. generalizing my question; how ...
1
vote
2answers
24 views

Workflow rules on rollup summary fields

I have an object that has a custom field and a roll up summary field. When the value of the roll up summary field changes, or the value of the custom field changes, I want to update a field. Am I ...
1
vote
1answer
28 views

time based workflow rule

I'm using a free survey tool (Timba) and trying to create a time based workflow rule to accomplish the following: send survey 1 day after a specific date is set on the account (survey fires from the ...
1
vote
0answers
24 views

tooling API workflow alert update

i am trying to update workflow alert email template using tooling api. REST AND PATCH . JSON body is below {"Metadata":{"ccEmails":["test@gmail.com"], ...
1
vote
0answers
10 views

User Field Level Security behavior with a Workflow Email Alert using a custom Visualforce page

I'm currently having an issue with a custom Visualforce email template not displaying a field value when sent. This email is sent using from a Workflow rule assigned to an Email alert. Considering ...
0
votes
2answers
34 views

Cannot get Workflow/Trigger to identify Read Email on Case object

I'm facing a problem when I try to implement a functionality that lets users see if there is a unread Email on a Case, indicated by an icon in a formula field. I have a workflow rule that adds the ...
1
vote
0answers
12 views

createmetadata/Updatemetadata/Upsertmetadata does not work for flowactions

I'm able to create new workflow rules but unable to create workflow flow actions (which are intended) to act as triggers to invoke flows via the Metadata API - Create/Update/Upsert calls. I don't get ...
1
vote
1answer
28 views

Knowledge base from flow

I want to end my flow with an option to open a solution or knowledgbase page from within SF. How can I do it? Thanks, Udi
1
vote
1answer
11 views

Linking outside from a flow

In my flow inside a screen element I want to build a dynamic link that will be built from input inserted from the customer. the beginning of the link is permanent but the end dynamic - for example: ...
0
votes
1answer
50 views

Email Template not populating {!Contact.Name} with workflow Email Alert

I have created an email template using {!Contact.Name} merge field to display conatct name. Object XYZ__c has a lookup field MyContactLookup__c. I have created workflow on object XYZ__c on record ...
0
votes
1answer
15 views

Why Workflow fire when object upserted

I create a workflow which will send an email only when a user created. But when i upsert users, it send emails to all user. What upsert do is delete and insert again ??? and can i change workflow to ...
0
votes
0answers
24 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
votes
1answer
54 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
vote
0answers
19 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
votes
0answers
22 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.
0
votes
0answers
31 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
vote
1answer
24 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
votes
1answer
32 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?
0
votes
0answers
15 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 ...
2
votes
1answer
91 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
votes
3answers
233 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
vote
1answer
33 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
vote
1answer
14 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
votes
1answer
39 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
votes
1answer
51 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
votes
1answer
77 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
votes
1answer
52 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
votes
1answer
38 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
votes
1answer
39 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
votes
1answer
28 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
vote
1answer
32 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
vote
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
votes
1answer
75 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
vote
0answers
30 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
votes
0answers
25 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
vote
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
votes
1answer
22 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
votes
1answer
55 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
vote
1answer
39 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
votes
1answer
40 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. ...