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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150 views

Order of execution of trigger and workflow

I am aware of the flow of execution in salesforce(validation, autoresponse, assignment...etc). I also have knowledge of the order of execution of a visualforce page. I have 2 questions on execution: ...
2
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2answers
46 views

How to convert a Lead to Contact automatically?

I'm looking for help. I'm new to Salesforce, learning to become an Admin. We are developing a Web to Lead form. We'd like to automatically change anyone who submits the WTL form directly to a ...
1
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1answer
19 views

Do emails sent by workflow rule count towards processing time?

Our app contains a workflow rule that sends an email to the user when a case or lead is assigned to them. The email template contains a component with a controller that uses soql to populate the email ...
2
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1answer
28 views

List of workflow rules using metadata api

I read one response from you is export all data to eclipse and then use metadata api to get list of all workflow rules. I have similar requirement where i need to pull List of workflow rules using ...
0
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1answer
26 views

How to BURP test our outbound msg endpoint?

We are using some workflows and trigger to send out outbound msgs to a listening end-point of ours. We are going into certification with SF and that requires some testing using BURP.. What I have read ...
2
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0answers
32 views

workflow rule executes and reverts back

Have a workflow rule to change the status of a case to “Open” when the customer adds a comment to the closed case. It shoots an email to the customer that the status is changed. workflow rule ...
2
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2answers
29 views

Synchronize value between two fields for parent Object A and child object Object B - strategies?

I have a question. I have a field titled Familiar Name (text field) in two different objects. the objects are: Contact (standard Master object to Profiling Information a custom object). What I ...
2
votes
1answer
22 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
0
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0answers
18 views

Looking for a way to update a field on an Opportunity Product when a field on the Opportunity is checked

We have a start date on the Opportunity Product that we would like to be able to automatically update to the close date on the opportunity only some of the time. We thought that a check box giving the ...
2
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2answers
30 views

Email Alerts and Formula (Lookup) Fields

I'm hoping a SF guru can help me think through this problem. Here's an example: imagine that I have two objects: Offices, and Issues, a child object. In Office, I have an email field called 'Point ...
7
votes
3answers
89 views

Workflow+Trigger vs Trigger

What are your thoughts on using a combination of workflow + trigger versus running all logic through a trigger. The reason I bring it up is I'm undertaking a massive trigger cleanup in a new org I ...
2
votes
3answers
45 views

Send email when changing Lead owner via Apex

What is the best way to trigger an email when I am changing the Owner of a Lead using Apex/Sforce API? I would like the email to go out to the new owner to let them know about this. The best that I ...
1
vote
2answers
34 views

Update Field in workflow to previous value

I want that if Profile of User is not system administrator then if the user updates Title field of User Object then it does not get updated or updates to its previous value. For this I created a ...
1
vote
2answers
76 views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
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0answers
40 views

Updating child record on update of parent field

I have a TestDeploy Object - with field TestDate When a TestDeploy Object is created 3 task are auto creted using workflow Task1 - Subject :- TestDeploy Test1 , due date:- testdate + 30 Task2 - ...
5
votes
1answer
161 views

How to get access to Headless Flow Pilot access

i have to use Headless flows in my developer org.How to apply for this Pilot feature. in How much time i get access to this feature Plz guideline.
3
votes
1answer
68 views

Problem in Time Based Workflow triggering using custom formula field

I have a formula field (Hours_After_Case_Updated__c) which calculates hours after the the case was last modified excluding weekends (Saturday and Sunday). I want to trigger a time based workflow ...
0
votes
1answer
33 views

Using a workflow to update fields also effected by workflows

Afternoon all, I have two custom objects (Child & Parent), The Child is a questionnaire type that can be submitted to a customer (via email, its a visualforce page), they then approve it (when ...
0
votes
1answer
16 views

Task from Workflow questions / issue

I have a question in regards to the user the system uses when assigning a task from a workflow. I have a workflow on a field in account and if this field reach 90% the workflow fires. This workflow ...
2
votes
2answers
33 views

Attach the mail sent by workflow

actually in our org we send emails using workflows. The business required to attach the sent mail to the related record. There is anyway to do this?
1
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3answers
56 views

autopopulate case field with related account field value

I have to populate contact1(a text custom field) on case with the value from account object field account member(custom field).When i create a case and select a account name ..value from accountmember ...
2
votes
1answer
79 views

Auto Populate values in fields of custom object

I have an Custom_Object_A__c which has a look up relation with Custom_Object_B__c. Custom_Object_A__c has a field NumberS__c (Number(15,0)). Custom_Object_b__c has a field ...
7
votes
2answers
695 views

Why use workflows?

I'm trying to build a development philosophy around Salesforce development. Can I solicit your opinion on: Why would you ever use a workflow for a field update? Why is a workflow better than apex ...
0
votes
1answer
31 views

How do I set up an email notification to a User when a new case comment is added?

In our org we have a Requester field. This field is a lookup field to the User table on the Case page layout. This User needs to receive an email notification when a new comment is added to a case. ...
1
vote
1answer
111 views

Updating Child Objects based on field of parent

I have a workflow on parent object which creates 3 task. When creating a task the description section is updated with text as 'TestLeader'. Parent Object has field 'TestLeader'. A trigger(after ...
2
votes
1answer
57 views

Email Alert when attaching the solution into the Case

How do I send an email alert by using the workflow when attaching the solution into the case?
3
votes
1answer
97 views

my first trigger. Please help me

this is my first post. I recently got a new job with my org on salesforce and I was asked to write a trigger for a workflow rule. the issue is that the email alert is going out even with the Initial ...
1
vote
1answer
50 views

Avoid Cascade workflow execution

I´ve following workflow rules: W1: on Case Comment object ----action: update field on case. W2: on case object----action: change case status Field update on case of W1 is firing W2, I would like to ...
2
votes
1answer
29 views

Use Workflow to update checkbox between objects

I need to update a checkbox field on the Lead object called Grant Access by replicating the same type field Grant Access on the Campaign Object. I cannot use a Formula field due to limitations ...
0
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1answer
47 views

How do I use a formula field with #Error! value in a field update?

I have a formula field that is just at the compilation limit maximum, and cannot be expanded any more, formatted as such: FieldA__c/FieldB__c I would like to reference the value of this formula ...
2
votes
1answer
42 views

Sending Email Template to Lead on Creation of Event

I am having a little trouble sending an email to a lead using a template when an Event of type visit is created and again the day before the event. I can't use a workflow because ActivityDate is not ...
0
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0answers
59 views

Maintaining MultiSelect Picklists

How do I maintain a multiselect picklist? I want to be able to update values in the picklist without doing too much manual work. Workflows aren't able to do field updates on multiselect picklists, and ...
0
votes
1answer
49 views

How to access workflows in APEX Class via Describe Method or API?

1)How can we access Workflows in apex classes? Using describe method I am able to access sObject but not workflows. Is there any way to fetch schema of workflow. 2) can we access workflow using ...
1
vote
2answers
108 views

Time-based workflow when overdue object

I have a custom field on a standard object called Due_Date__c. When the record has an overdue date, the owner of the record should receive a reminder email. So I have set a workflow rule with a time ...
1
vote
3answers
83 views

Time dependent workflow email alert is not received

I have created a site to create case. I have a time dependent workflow in case object which will send email alert after one hour if the case is still at queue. The Workflow action is triggered ...
2
votes
1answer
109 views

Workflow Rule on Case Comment, Fire Action on Case

I would like to fire a workflow whenever a case comment is created that emails both the case owner and a custom lookup field on the Case Object. I've created one for new Cases fine but when I fire on ...
0
votes
1answer
47 views

how to report/query the recipients of email alerts

When I am deactivating a user I get a warning to say that they are included in email alerts and so cannot be deactivated. However, as I have hundreds of email alerts set-up, it is not practical to go ...
5
votes
1answer
154 views

Executing workflow/trigger before autonumeric field is calculated

The scenario is: I have an autonumeric field Perspective_Code__c. I have a text field Original_AC_Code__c. I have an external id text field Opportunity_Code__c. When a record is inserted/updated, ...
1
vote
1answer
106 views

How to prevent duplicate user assignment to various record of same custom object

I am having one custom object name as club with custom lookup field with contact object. Let us assume we have 3 records in my club object(club1,club2 and club3). When I assigned one member to club1 ...
3
votes
2answers
155 views

Guest User “Record Create Task” Permissions

Have researched and been working on this for a week with no avail. Really need any help in the right direction because I am so frustrated. I have a visual workflow that runs perfectly while in Setup ...
1
vote
2answers
22 views

Initially set the field value and then it should be available for change

I have a 'File Date' field. This should be initially set when the Status field gets set to "Testing" the first time and is available to be manually changed after that. I am trying to do this using ...
0
votes
1answer
78 views

How can you use a public group in a conga composer's button URL field? (Like a merge field)

I'm using conga composer with conga workflow. And I'm trying to send an email using the conga parameter &EmailAdditionalTo="emailid@something.com" Is it possible to address the email to a ...
1
vote
1answer
94 views

Time-Dependent Workflow Action

I need to send an email alert 7 days before the trial date expires, so I set a workflow with a Time-Dependent Workflow Action for 7 days before expiration. But if the contact signed up during the ...
0
votes
0answers
66 views

Can I change the notification email sent when transferring a record to a new owner?

Is it possible to change the contents of the email that is sent to the new owner of a record when someone transfers ownership and checks the 'Send Notification Email' box? I would like to provide my ...
1
vote
1answer
95 views

Can we associate business hours with workflow rules

we are currently working on the case object using custom case escalation workflows with email alerts that works based on the time dependant workflows.Even though we setup the business hours in the ...
2
votes
0answers
73 views

SMS Text Message Integration with Salesforce NPSP

I am working with a budget constrained non profit who would like to add outbound text messaging alerts to their NPSP based application. This seems relatively uncomplicated but there are several apps ...
2
votes
1answer
67 views

Is there a way to export the workflows

I am planning to take the list of all workflows, its rule criteria, evaluation criteria, Action (I need to take this only for 3 objects) but there are plenty of workflows for these 3 objects. Is ...
3
votes
1answer
98 views

issue with workflows creating tasks using default context user setting

I have two workflows in theory, one that creates a task under certain conditions for a user in Department Finance and another that creates in certain conditions a task for a user in department Sales. ...
3
votes
2answers
160 views

How can I see when a workflow rule exceuted?

I want to be able to check when a workflow rule executed and see the result, is there a way of doing this?
1
vote
2answers
64 views

Increase Salesforce Workflow Email Limit?

Based on the Salesforce documentation, the Email Limit for Workflow is 1000 per user licence per day or 2,000,000 whichever is lower. We are currently exceeding that limit. What I would like to know ...