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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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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14 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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21 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 ...
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1answer
18 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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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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9 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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15 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 ...
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29 views

Apex Trigger/Class add Contact field value to Task

Whenever a task is created on a contact, I would like to populate that task with the value of a number field from that contact. Is a Trigger/Class the best way to do this, or are there simpler ...
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34 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
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2answers
36 views

Is it possible to change Field Level Security with Workflows

How can I show a hidden field to a user after triggering a workflow which will evaluate on certain condition and will decide either this field need to be visible or not?
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20 views

Need help creating a custom Apex Trigger and/or workflow

I recently added Distribution Engine to my companies instance of SalesForce. It works fine, but for my companies needs, I need to find a way to automatically move some data from the case "Description" ...
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1answer
19 views

Send email on due date of invoice object

I have a custom object with a Due_Date__c field and an Email__c field. When the due date is hit, the system should send an email to the email listed in the Email__c field. The email will include some ...
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3answers
67 views

Expiration to delete a record of a Custom Object, Workflow Rule or Trigger?

Is it possible to have a Workflow Rule or Trigger delete a record of a custom object upon a certain date?
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14 views

Workflow date/time criteria

I have a date/time field that store when an email was sent. I then want to have a workflow that resets another field on the record the next time the record is edited AND it is within a certain time ...
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34 views

Workflow issue - greater or equal than X catching values lower than X

So, I have a workflow that is supposed to send emails to company when an opportunity is closed with amount greater or equal to 10 000 USD, but instead, he is catching all the values in the amount ...
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1answer
19 views

Process Builder running 2 versions with a time based Create Action?

I revised the initial process to include few more fields on a time based create action. Now I have 2 records being created the same time and only 1 Process is active. What could be wrong here? Is ...
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1answer
28 views

Contact address inherits account address

Evening Guys When inserting new contacts via the Api , I am experiencing that the newly created contacts are not being populated with the address on the account. I some how need to build a ...
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1answer
28 views

workflow on Close-lost opportunity Stage

Is it possible to have a workflow that only works when the opportunity stage is on Close-lost and then send and email every month for 3 month to the lead ?
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1answer
35 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?
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2answers
25 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 ...
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1answer
51 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 ...
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31 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 ...
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2answers
23 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 ...
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2answers
23 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 , ...
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33 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 ...
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2answers
39 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 ...
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1answer
70 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 ...
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24 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 ...
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1answer
56 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?
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1answer
133 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 ...
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1answer
90 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 ...
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1answer
38 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 ...
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1answer
52 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 ...
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1answer
51 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 ...
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2answers
35 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 ...
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1answer
60 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 ...
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1answer
69 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 ...
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1answer
39 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 ...
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80 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 ...
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1answer
95 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 ...
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79 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 ...
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1answer
39 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 ...
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28 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 ...
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1answer
34 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 ...
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1answer
22 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 ...
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24 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 ...
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2answers
37 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 ...
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15 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 ...
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1answer
26 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 ...
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1answer
29 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 ...