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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10 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 ...
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18 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 ...
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1answer
12 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 ...
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2answers
23 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 ...
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2answers
75 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> ...
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1answer
27 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 ...
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1answer
22 views

Add time trigger

After clicking on "Add time trigger" button in Workflow rules (for time dependent WF)..we have Days/Hours , Before/After and Rule trigger Date/ created date/modified date DROP DOWNS. My question is ...
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2answers
20 views

Should use Workflow rule/Trigger/Apex Code

I'm new to SF and working through my way and I need some recommendation or best practice from people who have been working heavily in the SF. My question is: I have the following requirement: if the ...
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1answer
16 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
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15 views

Can I create an email alert workflow that triggers when an attachment is added to a case?

This question was asked a number of years ago and the answer was essentially NO (without Apex programming) - Is this still the case? And if so, how complicated would this be to program?
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30 views

Records created via API not triggering workflow/process

I have Tasks that are automatically created using an app Sidekick, which logs emails sent from gmail as activities. To my knowledge, workflows can usually be trigger by records created via API. ...
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1answer
33 views

Send email alert to Account lookup fields, based on Opportunity Criteria

I'm hoping someone can help me with this dead-end I've gotten myself into. Here's the use case: There are two lookup fields on the Account object that pull a User in our org: "Business Consultant" ...
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1answer
26 views

Using Workflow Rule to Move Lead to another Queue after 30 days

Can someone help with a workflow rule that moves my leads from queue A to queue B after 30 days? Thanks, -Dan
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1answer
21 views

Map Lead Source to the Account Source when converting the lead to an Account/Contact

We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
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1answer
24 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
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3answers
52 views

how to update 2 fields of 2 different object if the condition is true in 1 workflow?

Hiii, I want to know that how to update 2 fields of 2 different object when the if condition is true in 1 workflow in salesforce???? eg ...
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1answer
27 views

Workflow for sending Email Template with updated Account and Opportunity

I am updating my opportunity(Child object) and Account(Parent Object) through API. I want to send updated fields to selected email addresses to email templates. I was trying the workflow criteria as: ...
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1answer
46 views

Update Custom Object field when Opportunity Status Changes

We have a custom object Inventory that is created by the addition of a product to an Opportunity. On the Opportunity there can be one or more products that will ship together. When a Product is added ...
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2answers
72 views

Alert notification if there is no update in 4 hours

I have a requirement where I have to send alert notification for a case if it is not updated for more than 4 hours (when the case is not closed). What will be the simplest way to achieve this?
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1answer
30 views

What is the best way to update a custom field on a standard object based on an activity?

I have a custom field on the Campaign Member object that is called Call_Dispositon__c. I would like this field to be updated to match what is entered on the Call_Disposition__c field on an Activity. ...
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2answers
79 views

how to build a template based on the user record

I am trying to create a template that reports on the user record details. However I run into an issue when I create an email alert form a workflow that is triggered when a new user record is created. ...
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0answers
26 views

How do I determine which sObject fields are valid to use with an Outbound Message?

We are creating OutboundMessages programmatically using the SOAP Metadata API. We've discovered that not all the fields returned from svc.describeSObject("ObjectName").fields are valid to use when ...
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0answers
14 views

Push Workflow Rule changes with Tooling API and Streaming API

Is it possible to create a push Streaming API for objects within the Tooling API? My organization keeps track of the workflows manually. They want to automate the process. I am trying to create a ...
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15 views

Update Account fields from a Desk.com rule trigger

I am new to SFDC and Desk.com. I would like to have an explanation or solution to my problem. The problem is as follows : I have a checkbox field in Account. I want that when the user checks the ...
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1answer
26 views

Workflow to fire an email

I want to create a workflow, which should fire only when i change my pick list value from a particular value to another. Example: pick list field status has values a, b, c, d and e. Now i want to ...
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0answers
71 views

Time-based Workflow not triggering

I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
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1answer
37 views

Time based workflow queue is getting emptied

Couple of days ago I viewed a queue of Time-Based Workflow rules which notify a specific person (by creating tasks and emailing), but today I found this list is empty. This person mentioned that she ...
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2answers
33 views

How can I create a salesforce workflow rule in a html/js mobile app?

Does anybody knows how can I create a salesforce workflow rule in a html/js mobile app?
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21 views

Cross-Object field update with an Approval process

Can we have a Cross-Object field update when an Approval Process is used? We have an Approval process on a detail record. Also we have a WF Rule which says if the record is approved the update 2 ...
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1answer
42 views

Upsert in managed package fails with DUPLICATE_VALUE - Is custom WF rule root cause?

One can read about sporadic DUPLICATE_VALUE errors during Upsert in many forums. They mostly occur in Dataloader scenarios with a root cause being Oracle race conditions. But what I have here is not ...
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2answers
141 views

issue in process builder in salesforce

I have two relation A and B, A is parent of B.On update record B I want to update one field in A. I am using the process builder but getting the following error, Workflow Action Failed to Trigger ...
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1answer
31 views

Convert Leads Trigger Strange OwnerId Behavior

I have some code that automatically converts leads when certain conditions are met using the convertLead() method. This process is fairly well-documented in threads such as this: Convert Lead on ...
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1answer
34 views

Every 1. day in month I need to update my custom number field with default value “2”

I don´t know how to do it via workflow with update field, because something must activate my workflow... It must be: Created or created, and every time it’s edited or created, and any time it’s ...
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16 views

Create a button to Save PDF attachments to another directory

We have DocuSign saving PDFs in SalesForce. I'd like to create a button that users can click to merge the PDFs into a single PDF and save them in our "W" drive. Any ideas? Thank you, Rick Stevenson
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25 views

inserted field change in the parent is not triggering the workflow on the child

I’m working on tagging child objects with a checkbox and a date/time field. The checkbox is working. What I am trying to do now, is fill out a date/time field when the checkbox “included in PO” is ...
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1answer
17 views

Copying Lookup formula field to a “Phone” Field workflow rule

I have a custom object and have a lookup formula field from contacts (phone) and would like to copy that to insert it to "Phone" field so my RingCentral click to call will work. Am I doing this ...
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16 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
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19 views

Calculate how long a contact is inactive

I have had a mental block. Aim- calculate how long a contact has been inactive This is so simple ,but for the life of me I can't think how to do it. Field :Inactive Data type : checkbox ...
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3answers
304 views

What is the difference between Process builder and workflow?

I am learning process builder, I am getting confused then what is the difference between process builder and workflow. I mean when to use workflow and when to use process builder? If possible please ...
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2answers
42 views

Incorrect number of parameters for function IF() what are the three required parameters?

This is the if statement i am trying to create for a workflow: IF( UnitPrice < Discount_Floor__c , Approval_Required__c = true ) it tells it expects 3 parameters and its only getting 2. Does ...
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4answers
38 views

Is it possible to trigger a workflow outbound message when a custom related list item is added or removed?

Excuse my ignorance in all of this. I'm not well versed in Salesforce and I've been tasked with building an integration with a web app. I've hit a brick wall on things to Google to find a solution. ...
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1answer
22 views

Is there any way to specify recipients in CC while using email alerts using Email fields present on Object

I have an Workflow Email alert for ABC custom object. So I need to send the email to various recipients using Email fields on ABC Object. But here is the problem: Is there any way to specify ...
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2answers
22 views

Sending an email to a User defined from a lookup?

I have a lookup field on our Opportunities, that pulls a User in our Organization. I need to be able to email that specific user when the opportunity changes. I can already figure out how to make a ...
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11 views

Help to Capture a Date Based on Opp Stage Logic

I have a workflow rule set to update a date field on the opportunity when the stage = "Initiation" and it is set to Evaluate the rule when a record is created, and any time it’s edited to subsequently ...
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1answer
27 views

Custom Object Multiple Page Layout

I have a Custom Object called "Property". As new records are built, I would like my sales people to go stages when they change the Status pick list of the property. Is it possible for the user to ...
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41 views

Cross-object email formula fields

I cannot use the email field from a grand parent object as a recipient in my workflow that is triggered from the child object. I am getting stuck because the formula field I use to populate the email ...
1
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2answers
64 views

Export workflow rules into excel

I have a project where I need to document all Cases workflows and associated actions.How to export workflow rules including criteria and workflow actions into excel file.
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17 views

Why can Workflow Rules (Field Updates,…) not be removed from Managed packages?

With the Spring'15 release nearly all types of metadata can be removed from managed packages. Why not Workflow related metadata? Field Updates, Rules and the like... Is there any technical reason or ...
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1answer
24 views

How do I route in Process Builder based on role hiearchy?

We have two different groups in our company serving as admins for Salesforce. One covers the EU and one covers North America. I want to create a workflow rule for leads so that a lead is routed to ...
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1answer
28 views

How do I create a workflow to close an opportunity 5 days after the close date passes?

Opportunities are time sensitive (The opportunity is for an advertisement that will run on April 1st) I need a workflow that will change the Opportunity to "closed - Lost" 5 days after the Opportunity ...