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.

learn more… | top users | synonyms

0
votes
1answer
23 views

Workflow for sending Email Template with updated Account and Opportunity

I am updating my opportunity(Child object) and Account(Parent Object) through API. I want to send updated fields to selected email addresses to email templates. I was trying the workflow criteria as: ...
1
vote
1answer
38 views

Update Custom Object field when Opportunity Status Changes

We have a custom object Inventory that is created by the addition of a product to an Opportunity. On the Opportunity there can be one or more products that will ship together. When a Product is added ...
1
vote
2answers
46 views

Alert notification if there is no update in 4 hours

I have a requirement where I have to send alert notification for a case if it is not updated for more than 4 hours (when the case is not closed). What will be the simplest way to achieve this?
2
votes
1answer
25 views

What is the best way to update a custom field on a standard object based on an activity?

I have a custom field on the Campaign Member object that is called Call_Dispositon__c. I would like this field to be updated to match what is entered on the Call_Disposition__c field on an Activity. ...
4
votes
2answers
72 views

how to build a template based on the user record

I am trying to create a template that reports on the user record details. However I run into an issue when I create an email alert form a workflow that is triggered when a new user record is created. ...
5
votes
0answers
25 views

How do I determine which sObject fields are valid to use with an Outbound Message?

We are creating OutboundMessages programmatically using the SOAP Metadata API. We've discovered that not all the fields returned from svc.describeSObject("ObjectName").fields are valid to use when ...
0
votes
0answers
7 views

Push Workflow Rule changes with Tooling API and Streaming API

Is it possible to create a push Streaming API for objects within the Tooling API? My organization keeps track of the workflows manually. They want to automate the process. I am trying to create a ...
1
vote
0answers
14 views

Update Account fields from a Desk.com rule trigger

I am new to SFDC and Desk.com. I would like to have an explanation or solution to my problem. The problem is as follows : I have a checkbox field in Account. I want that when the user checks the ...
1
vote
1answer
25 views

Workflow to fire an email

I want to create a workflow, which should fire only when i change my pick list value from a particular value to another. Example: pick list field status has values a, b, c, d and e. Now i want to ...
2
votes
0answers
54 views

Time-based Workflow not triggering

I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
1
vote
1answer
28 views

Time based workflow queue is getting emptied

Couple of days ago I viewed a queue of Time-Based Workflow rules which notify a specific person (by creating tasks and emailing), but today I found this list is empty. This person mentioned that she ...
-1
votes
0answers
19 views

Salesforce - workflows

I have a requirement where if a case created with email-to-case has subject 'out of office', then the case queue should be reassigned/changed. can this be achieved with workflow rule, please help me ...
0
votes
2answers
27 views

How can I create a salesforce workflow rule in a html/js mobile app?

Does anybody knows how can I create a salesforce workflow rule in a html/js mobile app?
0
votes
0answers
11 views

Cross-Object field update with an Approval process

Can we have a Cross-Object field update when an Approval Process is used? We have an Approval process on a detail record. Also we have a WF Rule which says if the record is approved the update 2 ...
0
votes
1answer
31 views

Upsert in managed package fails with DUPLICATE_VALUE - Is custom WF rule root cause?

One can read about sporadic DUPLICATE_VALUE errors during Upsert in many forums. They mostly occur in Dataloader scenarios with a root cause being Oracle race conditions. But what I have here is not ...
-1
votes
2answers
100 views

issue in process builder in salesforce

I have two relation A and B, A is parent of B.On update record B I want to update one field in A. I am using the process builder but getting the following error, Workflow Action Failed to Trigger ...
0
votes
1answer
28 views

Convert Leads Trigger Strange OwnerId Behavior

I have some code that automatically converts leads when certain conditions are met using the convertLead() method. This process is fairly well-documented in threads such as this: Convert Lead on ...
0
votes
1answer
24 views

Every 1. day in month I need to update my custom number field with default value “2”

I don´t know how to do it via workflow with update field, because something must activate my workflow... It must be: Created or created, and every time it’s edited or created, and any time it’s ...
0
votes
0answers
15 views

Create a button to Save PDF attachments to another directory

We have DocuSign saving PDFs in SalesForce. I'd like to create a button that users can click to merge the PDFs into a single PDF and save them in our "W" drive. Any ideas? Thank you, Rick Stevenson
0
votes
1answer
24 views

inserted field change in the parent is not triggering the workflow on the child

I’m working on tagging child objects with a checkbox and a date/time field. The checkbox is working. What I am trying to do now, is fill out a date/time field when the checkbox “included in PO” is ...
0
votes
1answer
16 views

Copying Lookup formula field to a “Phone” Field workflow rule

I have a custom object and have a lookup formula field from contacts (phone) and would like to copy that to insert it to "Phone" field so my RingCentral click to call will work. Am I doing this ...
1
vote
0answers
13 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
1
vote
0answers
19 views

Calculate how long a contact is inactive

I have had a mental block. Aim- calculate how long a contact has been inactive This is so simple ,but for the life of me I can't think how to do it. Field :Inactive Data type : checkbox ...
1
vote
3answers
166 views

What is the difference between Process builder and workflow?

I am learning process builder, I am getting confused then what is the difference between process builder and workflow. I mean when to use workflow and when to use process builder? If possible please ...
0
votes
2answers
31 views

Incorrect number of parameters for function IF() what are the three required parameters?

This is the if statement i am trying to create for a workflow: IF( UnitPrice < Discount_Floor__c , Approval_Required__c = true ) it tells it expects 3 parameters and its only getting 2. Does ...
0
votes
4answers
25 views

Is it possible to trigger a workflow outbound message when a custom related list item is added or removed?

Excuse my ignorance in all of this. I'm not well versed in Salesforce and I've been tasked with building an integration with a web app. I've hit a brick wall on things to Google to find a solution. ...
1
vote
1answer
21 views

Is there any way to specify recipients in CC while using email alerts using Email fields present on Object

I have an Workflow Email alert for ABC custom object. So I need to send the email to various recipients using Email fields on ABC Object. But here is the problem: Is there any way to specify ...
0
votes
2answers
20 views

Sending an email to a User defined from a lookup?

I have a lookup field on our Opportunities, that pulls a User in our Organization. I need to be able to email that specific user when the opportunity changes. I can already figure out how to make a ...
1
vote
0answers
11 views

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 ...
0
votes
1answer
22 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 ...
0
votes
0answers
36 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 ...
1
vote
2answers
43 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.
0
votes
0answers
14 views

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 ...
0
votes
1answer
22 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 ...
0
votes
1answer
26 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 ...
0
votes
1answer
34 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 ...
2
votes
0answers
72 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 ...
1
vote
2answers
60 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?
0
votes
0answers
26 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" ...
0
votes
1answer
24 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 ...
2
votes
3answers
94 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?
1
vote
1answer
24 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 ...
0
votes
0answers
37 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 ...
1
vote
1answer
27 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 ...
1
vote
1answer
35 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 ...
0
votes
1answer
36 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 ?
2
votes
1answer
56 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
votes
2answers
33 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
votes
1answer
63 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
votes
0answers
50 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 ...