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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2
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1answer
18 views

Process Builder - Revision (Deactivate and then Clone then Activate)

Do I have to update the records again to trigger the process builder with the revised one, or does it automatically use the same Process with the updated version?
0
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1answer
14 views

Workflow to trigger upon creating a new record

Using workflows and not a trigger, how does one create a rule criteria that causes the workflow to execute upon creating a new custom record ? E.g. When I'm adding a Customer__c record i'd like the ...
0
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1answer
21 views

How to carry over pick list values from old Opportunity to new one?

I have a workflow and Process builder that creates a New Opportunity. In that new opportunity I'd like to carry over 2 custom pick list fields data from the old opportunity. Is that possible using ...
0
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0answers
16 views

Closed/Lost opportunity stage match with Omitted forecast category

Time-based Workflow on opportunity Object. As per our workflow criteria when 'Closed date and Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 ...
0
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2answers
19 views

Unit Testing - Workflow Field Update

A SF newbie here. Is it possible to write a test class that can check WF field updates also ?. I have a WF update created on a Custom object CaseLog__c. Is it possible for me to write a Apex Test ...
1
vote
1answer
15 views

Is there any reason why this Workflow will not trigger?

Why does my Workflow return false when it appears to hit the correct condition? I have included the WF formula and redacted log output below. AND(CONTAINS($Setup.Email_Offices__c.Offices__c , ...
0
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0answers
20 views

Workflow no trigger for specific date criteria?

If I state DATEVALUE(Due_Date__c)==Today() in workflow criteria it works but why this one is not working? DATEVALUE(Due_Date__c)==DATE(2015,01,02) I want to update for specific Jan 1 ...
0
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2answers
28 views

administration: Is it possible to populate the opportunity name with the word renewal + Date(year) in a text formula?

I have a process builder and a workflow active to create an opportunity on its renewal date. I am wondering if I can create a text/date based formula that outputs the current opportunity name + the ...
2
votes
1answer
38 views

Querying Time-based Workflow Queue

Is it possible to query the content of the Time-based Workflow Queue from an Apex unit test to assess that a specific Workflow Rule has been executed and added a new item to the queue? I didn't see ...
1
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0answers
23 views

Automate workflow using apex

My project requires a large number of notifications to be sent and workflow is reaching limit. Is there any way I could automate the workflow using apex? For example by using object 'workflow' and ...
1
vote
1answer
21 views

How to create workflow to update SFDC multi-select picklist

I need to create a workflow field update to update multiple values in a multi select picklist. Is there any way to do this?
2
votes
1answer
53 views

Process Builder Sandbox vs. Production

I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
1
vote
1answer
61 views

Invoke Apex With No Invokeable Method From Workflow Rule or Process Builder

I'm looking for a way to fire an Apex Class without using code or a button click. My Apex Class does not have an invokeable method so I can't fire it using the standard Process Builder. But I do have ...
0
votes
1answer
35 views

Two Lead Page layouts showing different values

I am trying to setup a checkbox called Trial Account on my main lead page layout called Lead layout. So when a sales agent check that box and saves it a new page layout should be shown with 2 more ...
1
vote
1answer
41 views

Approval Process Chose Approver Manually and Add comments

Is there way to add a comment box under the Choose Approver Manually in Approval process. This way for every stage in opportunity can have a separate Request or Note attached to that , and maybe ...
1
vote
1answer
37 views

Workflow Creates Tasks not Related to any Records

I am the admin of an Org that I created a workflow for. The workflow is designed to create Follow Up tasks for the Sales users. I am getting a bunch (not all) of the tasks that have no record ...
0
votes
2answers
34 views

Update a field when receiving a 2nd line item

I have a custom object. When receiving a second line item on that custom object I want a check box field to be updated to true. I have tried using workflow rule but I couldn't find any relation for ...
1
vote
1answer
49 views

Calculate MAX between group of date fields

I have seen several posts about this, but all posts manage to successfully calculcate which date is the MAX (the one closest to today) but do not then return this date, only the number of days between ...
1
vote
1answer
43 views

Automatically sending email reminders about pending approvals

I can not find any reference to this being a possibility. Is it possible in SalesForce to have an Approval process time out and a reminder (they don't approve it or approve it within few days) cause ...
0
votes
1answer
37 views

Cloning on trigger is inserting record twice

we have a approval system and when every step is approved it updates Revision number. There is a trigger on the change of Revision Number, which is responsible for cloning the the existing record and ...
0
votes
0answers
44 views

Encountered unhandled fault when running process Create

I created a process with immediate action as email alert, but I'm facing exception saying as below. It shows as email alert as null but email alert is present in my sandbox. what else could be reason ...
1
vote
1answer
81 views

Where can you see all processes created in process builder?

I'm able to see the processes which I have created. There is another user in my sandbox not able to see processes which I have created. How can a user see all the processes created through process ...
1
vote
0answers
53 views

Insert ID from Created Record into Workflow Object

I am creating a workflow inside the Process Builder which will Mirror a record from my Service Order into Opportunities, when the Opportunity is created the record ID needs to be updated into the ...
0
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0answers
18 views

Workflow email alerts to Contact Role in Opportunity

Unfortunetly Salesforce currently does not allow emails to be sent to Contact Roles in Opportunities via Workflows. (Idea Exchange link) I would like to know if anyone else has come across this ...
0
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0answers
21 views

Rule criteria matching in 'only when a record is created' process and 'when a record is created or edited' in process builder

I have two workflows. one should fire on creation of record and other workflow should fire when a record is created or edited. both are having samilar rule criteria. Im creating them via process ...
2
votes
1answer
26 views

How to detect picklist change in workflow criteria

I have custom picklist field on account, let us say follow_up_days__c. I want to create a workflow whenever the field follow_up_days__c is changed, sfdc should send email to email of account I am ...
0
votes
1answer
19 views

Field Update, leave unchanged if there's a value in the field

I'm trying to create a field update on the Amount field in the Opportunity. If there is no Amount and that the Opportunity is Qualified, I want a default amount to be added. However if there is ...
0
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0answers
21 views

Case Management

Email to Case is Setup as Queue email address e.g. ABC@HOME.com New Case Notification is created to and forth in Case Email Section, when Case Owner is Queue (ABC@HOME.com). Queue Case Owner ...
0
votes
2answers
28 views

De-reference a null object error when attempting to set user variable value to Owner

I'm putting together a trigger to handle some of my workflow rules (our org is hitting limits) and I keep getting the following error: "Error:Apex trigger AR_Email_Alerts caused an unexpected ...
0
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0answers
9 views

Can we have separate reject hadling for different queues of unanimous approval in Approval Process

we have a unanimous approval step that's being assigned to multiple queues. In case of rejection by any we don't want all the other queues to be notified instead we want to keep the approvals by other ...
0
votes
1answer
20 views

All outbound emails stopped sending

I've been setting up our account to send a few workflow triggered emails. I was testing an email yesterday with the "Send Test and Verify Merge Fields" button. Did this probably 50 times trying to get ...
0
votes
1answer
27 views

How to add different flags to picklist values

I have a custom object with picklist values that shows different trigger events that is used to trigger our approval processes. Now for each trigger event we want to display its status(for example in ...
0
votes
2answers
55 views

Create recurring time-based actions in workflow

How can I create recurring time-based field update (action) in my Work Flow rules? e.g. for the next 30 days, I want to increment a date field with + 1 Day. I know this could be done by simply ...
2
votes
1answer
80 views

How to add time-dependent actions in Lightning Process Builder?

How can I add time-dependant actions in my process flow? I cannot see any function or button to add scheduled actions.
0
votes
1answer
35 views

Trigger workflow on outbound email

How can I trigger a workflow (related to Opportunity object) when an email (using a template) is sent from Opportunity?
4
votes
0answers
108 views

Outbound Messaging Error -The domain name wasn't in the supported set of domain names

We're using Workflow Rules with Outbound Messages and Salesforce seems to have a problem with our wildcard GoDaddy SSL certificate. The Outbound Messaging Delivery Status page show a message with a ...
1
vote
1answer
23 views

Custom error message for workflow rule

I want to display a custom error message if my workflow rule fires and fails. Basically, I am trying to avoid duplicate dates. I have got my workflow running, but right now it displays the following ...
0
votes
0answers
22 views

Adding a flag to a case when there is a new customer reply, and removing it once the user views/replies

I'd like to update a field to show a visual flag whenever a customer replies to a SF Case. I've got the flag set up and I can make it trigger when the customer replies, but I can't figure out how to ...
3
votes
1answer
32 views

Can I find the field that will be updated from a WorkflowRule

So I have two workflow rules that fire when an Opportunity is created/updated. These two workflows set the same variable to either true/false depending on which criteria is met. I'm looking at ...
0
votes
1answer
19 views

Notify Requestor when Case Status Changes

I'm trying to figure out how to notify the requestor when the Case status changes. For e.g. New to Inprogress with comments.
0
votes
1answer
57 views

Email notification on 9 months opportunity overdue

I'm trying to send an email notification every time an opportunity reaches 9 months old and is Closed/Lost. Could you please help me?
0
votes
1answer
22 views

Default email address on email type field

I would like to give an email field a default email address of 'test@gmail.com' onto every opportunity record in Salesforce. I need to use an an email type field for this (for setting email alerts ...
0
votes
1answer
25 views

Birthday eMailer app

I downloaded the Birthday eMailer app in mid-2014 so that we can send birthday emails to our customers. This year we wanted to refresh the look of the email that we send out so we created another ...
0
votes
1answer
26 views

Workflow to follow a record via Chatter

Along the lines of this plugin for Salesforce: http://www.spkeasey.com/chattomate Anyone know how to write a Workflow to follow a record in Chatter? I want to be able to program specific objects ...
0
votes
1answer
48 views

Can I fire a workflow rule on an New opportunity created after lead conversion?

I have a field on my Lead record called Next Step, on conversion, this field is mapped onto the newly created Opportunity record. Is it possible to be able to fire a workflow rule against the ...
-2
votes
2answers
21 views

Mailing Account record details from Custom Button [closed]

I want to create a "Send Account Details" Custom button on the standard Account detail page. When I click the button, it should send an email to the specified record owner with all the Account ...
1
vote
1answer
80 views

Will Lightning Process Builder replace Trigger dispatching logic?

I am not asking if we app developer can finally replace code with point-n-click tools. But I am asking if we will still need Trigger logic that handles modified record and dispatches them to Apex ...
2
votes
0answers
40 views

Can i update standard amount in opportunity from custom object

Whenever i create an opportunity record and add a "product" to that opportunity, "amount" field will be updated with productpricebook amount. amount is a readonly field in opportunity. I want to do ...
1
vote
2answers
31 views

trigger getting executed twice

I have a trigger on Oppurtunity and this trigger run on after update. If Delivery/Installation Status is updated create a new record in customer object. In the same time there is a workflow in which ...
0
votes
1answer
35 views

Walking relationships in email templates in a workflow

I have a custom email address field on Account called Primary Email Address. We have also created a custom object off of account called Purchases. I want to be able to send an email to the Primary ...