Tagged Questions

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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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 ...
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Trace file of SALESFORCE or data set of SALESFORCE contain arrival time and service time

My Master thesis is about Optimization Queue for Scheduling Tasks in the Cloud Computing. My work requires the Real-world data sets for arrival of tasks and task service time of SALESFORCE . I was ...
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1answer
5 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 ...
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1answer
22 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 ...
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1answer
14 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 ...
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1answer
20 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. ...
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1answer
16 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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28 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. ...
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2answers
25 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 ...
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2answers
46 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 ...
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1answer
49 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 ...
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20 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 ...
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2answers
23 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 ...
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13 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 ...
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1answer
12 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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26 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 ...
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1answer
25 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 ...
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32 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
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2answers
69 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 ...
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19 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 ...
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2answers
26 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
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1answer
37 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 <> ...
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0answers
36 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 ...
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0answers
23 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, ...
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1answer
23 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 ...
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1answer
51 views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
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23 views

send a email to Opportunity Owner using workflow rule and email alert? [duplicate]

i created workflow rule on aggrement contact object . Active is check box field on aggrement contact object. when ever Active check box checked mail trigger to Opportunity Owner . in recipts am not ...
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2answers
60 views

how to send a email to Opportunity Owner using workflow rule and email alert?

how to send a email to Opportunity Owner using workflow rule and email alert ?
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1answer
56 views

Treating 2 fields as the same across standard objects

I have a custom field "next step" in contacts that I want to be able to update when text is entered into the "next step" field in opportunities. I also want "next step" in opportunities to update ...
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2answers
59 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
32 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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1answer
390 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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1answer
52 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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38 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 ...
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1answer
54 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
32 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
28 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
27 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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36 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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44 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
101 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
27 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 ...
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3answers
56 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
71 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 ...
3
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2answers
50 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
63 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
31 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
96 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
22 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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1answer
41 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 ...