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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Send alert from idea object when idea gets 100 points

Can i force sales force to alert management whenever an idea gets 100 points. as far as i know it does not support workflows, neither triggers. at least that's what documentation says.
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10 views

Cant access escalated cases in queue

This may seem a simple question, I have a case in a queue as escalated i have full access to the queue, record type ect but i am getting an insufficient privilege message. I have tried extra sharing ...
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1answer
27 views

Process builder rule criteria

I am trying to use below condition to update title field on contact in process builder but it is not working. AND( (PRIORVALUE([Contact].Account.AccountNumber),"t"), ISNULL([Contact].Title), ...
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31 views

How to populate the Name field of a record based on the value of another field

I have a custom object called Gym_Issue that has a field called Gym_Issue Name (a default field created by Force platform) and a Contact lookup field. I would like to populate Gym_Issue Name by code ...
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13 views

Is it possible to execute a WF field update action from another WF time trigger action

I have WF time trigger action (1) which updates a boolean field as True based on a certain criteria. The field update action is Locked__c = True I have configured another (2) WF field update action ...
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2answers
30 views

Process Builder vs Scheduled Apex

I have the following requirement. Update the date field for a specific set of opportunities every day. My first thought process is to build a batch/scheduled apex solution and schedule it to run ...
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2answers
30 views

single child record insertion using process builder

Can we implement following functionality? if you have any inputs, please share. Based on Parent Record Type (creation/update), need to create only one child record type record (on same object). Ex: ...
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1answer
24 views

I have a piclist field name status and i want that when “Declined” is selected, then Status Date is auto populated to “today [closed]

I have a pick list field name status and i want that when “Declined” is selected, then Status Date is auto populated Today.
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13 views

Is it possible to include public group in workflow rule for any condition

I have to add one condition for workflow rule in which this rule should be fired if user is from public group or other group.Is it possible by using workflow or process builder.
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27 views

Workflow rule execution

I have a parent object - Opportunity and a child custom object - Child_Opp. I have workflow rule created on Opportunity Object. I have a field in Opportunity object which refers to a field in ...
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1answer
16 views

Target_User.Link not working

I am trying to use the Workflow target user merge field {!Target_User.Link} but it's not displaying anything. Even though all the other fields work fine. For example : {!Target.User.FirstName} and ...
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1answer
18 views

Days of Opportunity Stage

We can capture the number of days the opportunity stayed in a stage using custom field+wf+field update. This works on the current records and on the existing records if they are edited(the value will ...
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14 views

Visualforce Page Edit does not fire Workflow field update

Visualforce Page Edit does not fire Workflow field update Is this a known limitation? My searching does not show this to be a limitation. I want to copy info from one field to another. My edits save, ...
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6 views

Run URL Autolaunched Flow as Default WF User

I have an autolaunched visual workflow that is executed by the user clicking a URL that points to that flow. The flow updates a single field on a custom object, but I don't want to give edit rights to ...
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12 views

Past due Time-based workflow with criteria set from other workflows

I have a very unique condition happening during a time based workflow that is causing some unexpected behavior. I am curious to know if anyone has had a similar experience and if I am correct in ...
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1answer
15 views

criteria for lookup

I created a lookup for sales people in the opportunity objects and I want them to be grouped according to the picklist in the account. However, when I create a lookup, the criteria should only be in ...
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1answer
16 views

Copy Last Activity Details to Account without Trigger?

Is it possible to copy additional details of the last activity that happened on an Account (or any of its Contacts) to fields on the Account? I know there's the Last Activity field that shows the date ...
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26 views

Field Update in Process Builder

i am exploring about new Process Builders. I learnt that we can do a field update in process builder, but I am not sure if we can do it in the same way as we do it in workflow field update. I mean, ...
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1answer
30 views

Workflow is not trigger when criteria is meeting any other approch to achive my requirments

I have checked workflow and it is not working as I expected. According to you workflow Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria and rule ...
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10 views

SalesForce: Using WCF Service For outbound Call, Only 1st parameter is saving

I followed the tutorial given here http://blog.giovannimodica.com/post/salesforce-workflow-outbound-messages-handled-in-net-with-wcf Issue Only Name Field is being saved, not any other field is ...
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1answer
9 views

Error while selecting a field in Process Builder

I am using process builder for my opportunity record. I wish to add a criteria in process builder to define the criteria for the action group. In set conditions sections I select a field from the ...
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1answer
21 views

Getting the year from a Date custom field

I have a custom field whose data type is "Date". I would like to use this field in a formula editor. I want to get only the year value from the date field( field api name is pres_date__c). When I used ...
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1answer
25 views

Extract year from date field

I have a custom field with date type. I want to use just the year from this date field for a calculation. I want to use to update a field value. I am unable to get only the year from the date field. I ...
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1answer
45 views

Update picklist value based on formula field

I have a picklist field which has value Yes and No. I would like to know if I can update this picklist field value based on a formula field. The formula field calculates whether the value will be yes ...
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34 views

If an “update” doesn't include any real changes, will the update trigger still fire?

When I first thought of this question, I assumed it would be easy to find answered online, but I can't seem to find it posed anywhere. It's part development, part administrative in nature, so please ...
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1answer
15 views

How to update values for custom owner to standard

I have a user owner custom LOOKUP field on contact object.As soon as I update the user owner field,the value should be reflected on the standard owner field. How is it possible. Please help!!
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2answers
30 views

Opportunity stage field update evry time even workflow evalution criteria set as created and subsequently meet the criteria

I have gone through a scenario. I need date/time of every stage change of an opportunity. I have created some date and time field to store opportunity stage change date. let says, if opportunity in ...
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3answers
51 views

Way to check triggers on object

I am trying to import some data on a particular object, hence is there a way to check which of our objects are tied to triggers, flows, etc.
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1answer
23 views

create chatter post upon a field change

I have created a a quickAction on Case object, called "Escalate". Apart from filling in some custom fields on case, it checks the "isEscalated" field and changes Status of the case to "Escalated" ...
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1answer
18 views

How to transfer leads into queue using workflow

I want to transfer leads with lead type equals "donot call" transferred into a queue using workflow or process builder. I know there is a provision for mass transfer but I want to automatically ...
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1answer
50 views

field updates in process builder firing triggers

If a condition in process builder executes multiple field updates (lets say 3) do the triggers fire after every single update (3 times) or just once?
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21 views

Once role is assigned to Account Team Members send email?

Once role is assigned to Account team members we need to send email alert. Is it possible by workflow or any other means?
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1answer
34 views

Opportunity Notification based on Related Object

Our Opportunities have a related object, named Billing Schedules. These house individual billing entries for Opportunities. What I'd like to do is spawn an email notification using a workflow that ...
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1answer
39 views

Convert a Workflow formula into Apex code

I have a workflow, and I need to convert this into Apex code, could you help me up please? This is the code i have for now, but i need to contemplate the fact the user is entering the "Intro", and ...
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22 views

On Approval: Process Builder flow updates parent field but Workflow rule with same logic doesn't

I have an Approval process page on a "Variation" object that basically allows users to make variations to things related to the parent Opportunity. When there is a variation waiting to be approved ...
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1answer
39 views

Workflow re evaluation criteria doubt

I have a small doubt. Based on docs (https://help.salesforce.com/HTViewHelpDoc?id=workflow_field_updates_reevalute_wf.htm&language=en_US), there are 2 quotes which seems to me as contradictory. ...
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1answer
43 views

Wrong Date value when using formula DATEVALUE(DateTime)

I have two fields EVENT_DATE(type DateTime) and EDate(type Date). I am using a workflow to get Date value from EVENT_DATE and store it in EDate. Workflow formula :- DATEVALUE(EVENT_DATE). The workflow ...
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17 views

Email 5 months before contract End date

I want to create an email to send to our team whenever a contract is about to expire. it needs to be 5 months before it expires. i cant set a formula inside of the field becasue you can't send an ...
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28 views

Billing Schedule and Opportunity Email Notification

We have a custom object for Billing Schedules created to house individual billing entries for Opportunities. What I'd like to do is spawn an email notification using a workflow that triggered when a ...
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0answers
30 views

Workflow rule and chunk size

There is a workflow rule with time-dependent action for Lead. And there is an update trigger for Lead. For example, it is going to do an update for 2000 leads. How many leads will be passed to ...
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1answer
79 views

More concise syntax

I'm trying to develop a scoring system for a survey and am having trouble making the syntax as parsimonious as possible in order to stay under the character limits when I start compiling formulas. ...
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34 views

Cannot Deploy Workflow With Time-Dependent Workflow Actions

I am trying to update a Workflow Rule which has Time-Dependent Workflow Actions through change set, but I am blocked by the below error. This workflow rule currently has pending actions in the ...
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1answer
41 views

How to update first name and last name text fields into name field and picklist values into another field

Hi All, I have a requirement where I want to update values from 1. B_Caller First Name and B_Caller Last name(both text datatype) into Name field (Name datatype) 2.Best Call Back Time-Caller ...
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3answers
21 views

Populate one value to another value when clicking on a checkbox

I am new to workflows.I have a requirement where I want to copy the Caller demographic fields to the patient fields when the agent checks the checkbox.
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2answers
52 views

Workflow Field Update - set date/time field to NOW() but without seconds precision

I need to update a date/time field when a picklist "Status__c" is changed. If the user does not provide their own value in the date/time field when changing the "Status__c" field, the Workflow Rule ...
0
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1answer
36 views

Error executing Process Builder

While executing a Process Builder, I am receiving the following error: Error Occurred: UPDATE --- UPDATE FAILED --- ERRORS : (INSUFFICIENT_ACCESS_OR_READONLY) You can not update fields except ...
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1answer
27 views

Workflow rule formula help - Two picklist values cannot be populated together

I'm trying to create a workflow rule that fires when: Status = New Type = Incident Origin is not Production Monitoring or Proactive outreach AND Does not have BOTH of these picklist values A. Origin ...
4
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1answer
30 views

Workflow Rule to check for null lookup

I'm trying to write a very simple workflow where if the Case Contact is NULL do some action. In my Rule Criteria, I've tried: isNull( ContactId ) However, this doesn't seem to trigger the ...
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1answer
19 views

Will the sustained value be gone off after the criteria met again in workflow rule?

I have a field A(picklist which contains Yes,No) and B(Date which will get updated to TODAY when A is Yes or No). I have a workflow for this. And i have another workflow in which the B will be made ...
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34 views

Workflow limitation on field update

Can I do Field update on a field with Logged in User ID? If not, please let me know a work around for that if possible. Thanks in advance!