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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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 ...
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1answer
18 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 ...
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1answer
27 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 ...
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0answers
16 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 ...
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0answers
12 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 ...
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0answers
20 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
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1answer
30 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
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1answer
25 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. ...
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2answers
85 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?
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1answer
25 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 ...
2
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1answer
26 views

workflow rules use old page layout

I have created a workflow that creates a task (activity). The task is assigned to a user. I have two diffferent task record types for task. I have a page layout for each record type. If the worklfow ...
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1answer
39 views

You have reached the maximum number of 10 object references on Activity Assignment

I have a workflow that sends an email when an Assignment is added, that meets certain conditions. When I try to add: ...
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2answers
69 views

Visual force email template with related list records issues?

I am having lookup relationship between case and .Case_PO custom object. I am using site to create new case record with .Case_PO child record also. After creating a new case record with related list ...
2
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1answer
30 views

Can I Update a Child Record when the Parent Changes with Workflows?

I have two objects in a parent-child relationship: job order (parent) and application (child.) I'm attempting to use workflow rules to update the status of certain applications when the job order is ...
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2answers
31 views

Workflow Rule Creation

I want to send the mail only when creating the new contact through workflow. so what criteria i should set in the criteria field. Note: if I update the contact no need send the mail.
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1answer
52 views

Execute workflow if picklist value is NOT equal to “ABC”

if pick-list value of Lead Status is not equal to "ABC" i want to execute workflow rule. If it is equal to "ABC" it shouldn't run the rule. How do i achieve this in formula field. I tried using ...
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1answer
19 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
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2answers
47 views

Change Time Dependent Workflow Action Date

Our system is setup to fire emails 60 days before a policy record expires. I simply want to change 60 days to 40 days however I cannot see where the value is defined. In Workflows & Approvals > ...
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2answers
63 views

Outbound Message Endpoint URL Issue

I have a production salesforce instance sending outbound message to production Endpoint URL. However, upon sandbox refresh, the outbound message will be copied to sandbox, which results in outbound ...
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1answer
45 views

Email-To-Case, Set Field Values When Email Arrives

Cannot find any example of guide to this either here on in SF's "help"... When using Email-To-Case, is it possible to add (workflow I would assume) a value to other field(s) on the Case when it's or ...
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0answers
11 views

Using workflow rule to check whether record hasn't been touched AND hasn't been shared via Salesforce2Salesforce

I have a record that is sometime sent to another connection and the sharing is done manually. Sometimes the rep forgets to share the record. Is there a way for me to check via workflow whether the ...
0
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1answer
30 views

How to work with field update in workflow?

I have two fields, A and B i am using workflow on both field for field update... criteria is like, If A = 1 then b should be 1.. both are picklist fields..Like A contains HI,none b contains HI,none ...
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0answers
31 views

send email notification to a profile when lead is created

I'm trying to send an email to user a & b, when ever a on lead (created & updated) & the appointment info is available. Usually, i can do this by writing an workflow, but unfortunately, i ...
2
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2answers
330 views

Email 45 days before contract End Date when End Date can keep changing

How can I do this? I have a field which contains a person's contract end date. I can't use Evaluate This Rule When the Record is "created" - because it will never run again, after the record is first ...
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1answer
27 views

Why would an UPSERT to QuoteLineItem fire validation rule configured for Opp Products?

I am upserting a group of items into QuoteLineItem, but for some reason, an Opportunity Product Validation Rule is failing (Opp not Quote). The custom field being validated exists in both objects ...
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1answer
24 views

How to handle reminder email alerts without duplicate sends from multiple conditions met

How would I handle this scenario... When a record is created it has an expiry date. I want to send separate email reminders to the record owner 45,35,25,15,5 days before the expiry date. I have a ...
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1answer
42 views

how to create a task of a specific record type from a workflow

I want to be able to create a task of a specific record type from a workflow. At the moment all I can see is the option for customising certain fields on the task from within the workflow action.
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2answers
78 views

Got the Workflow Field Update working. What is the equivalent DML?

In the Formula part of a Field Update Workflow I was able to update a custom field in my Activity Assignment record with the email address of the Owner from the parent Sales Opportunity, using: ...
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1answer
37 views

Creating a workflow that only runs for certain Opportunity Record Types

In trying to create a workflow rule to run when an Opportunity is closed won if one field is not blank and the record type is a certain Opportunity type, I am getting stuck on the last portion of the ...
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1answer
23 views

Include “in X amount days” in workflow that triggers every 10 days until End Date?

I have a workflow that triggers when a record is created and sends and email 45 days before the end date, warning the Manager that the thing ends on that date. I'd like to use the same email template ...
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1answer
40 views

Workflows - Does ISCHANGED trigger when text field is changed from blank to something?

I would have thought that a field changing from blank to some text would trigger this, but it doesn't seem to. Does anyone know why this is?
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1answer
22 views

can i use workflow while updating fields

If i create a contact and add an account and update a phone field and saved it then phone must be updated in account also. Can i use workflow for it
2
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1answer
51 views

Outbound Messages won't send from Workflow Rule

I have a Workflow Rule set up to send an Outbound Message every time a Lead is edited. We evaluate the rule when a record is: "created, and every time it's edited". The Rule Criteria is set to Field: ...
2
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1answer
39 views

Help with Workflow forumula evaluates to true

I'm a total salesforce noob, but I have a background in java and php so I'm looking at this kind of logically and I need some help. I have a workflow to assign a task when: C ontact Record Type = ...
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47 views

How to send a email to related list of an case object?

We have two objects Case and PO. A Button has been created in the case object,we are having lookup relationship between case and PO object in which the Case is the master and with the PO as child. On ...
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0answers
40 views

Email Alert Riddle

I have strange issue and I hope that someone has already faced it and found solution. Here is the scenario: There is workflow with Email Alert(it sends message to users), it triggers fine BUT only ...
2
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1answer
35 views

Changing a Case Insensitive field in Managed Package

I have a "Dupe Detector" field in a couple of objects that is Unique (Case Insensitive). It is a Text(255) whose value is updated by a Workflow Field Update. We have recently had the problem that ...
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1answer
62 views

Replicating Clone Case Function/Action using Workflow

I'm new to Salesforce and I want to have a trigger to automatically clone a case as a new case. Example, the case has been closed and the customer replied to email, I would like to keep that case ...
2
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0answers
44 views

Can the MetadataService.cls be used to create Workflows via Apex?

I'm trying to use the MetadataService.cls provided by FinancialForce.com to create Workflows. The problem I am having is that the declaration for the "workFlow" class and its related components does ...
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2answers
33 views

It is possible to create a custom text field with default text defined?

we need to include some explanation text related to some custom field in order to provide to the user the meaning of these fields and how it must to be completed. We have test with the help text ...
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1answer
31 views

Workflow rule for “User” Standard object ErrorId 673358808-54985

I am trying to upload a zip file with workflows, triggers and page layouts to my salesforce account. When gnoring "User" object, my triggers and workflows successfully get deployed and works as ...
3
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1answer
75 views

Mass touch with dataloader to trigger an update from a workflow?

I have a workflow that's updating a field on an object, but I don't want to have to manually touch each record to have them update. I saw mentioned that you can actually touch records with dataloader ...
4
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2answers
50 views

Can you Access Workflow Rule attributes through Schema?

I need to load the attribute information about a Workflow rule into a custom object. I need the description, criteria, evaluation rule, and anything other detail about the workflow rule. Does anyone ...
2
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1answer
31 views

Automated email for donations

I'm a Salesforce developer newbie working in the Non-Profit Starter Pack. I'm trying to create an automated email so that each time there is a a new Donation entered (which our development director ...
1
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1answer
30 views

Track Why/Why Not a workflow triggered

I have a formula based workflow in place that will automatically check several custom fields and then change the stage. I'm wondering if there is a way to see why a particular workflow failed to ...
0
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1answer
116 views

It is possible to send an Email Alert with a Workflow rule applied to a task object?

we need to set an email alert action in a workflow rule applied to a task objetc and I have read on salesforce documentation that this type of action is not allowed on task workflow. Is there any way ...
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0answers
9 views

Highlight changed fields in an email triggered by a Workflow?

Is it possible to use ISCHANGED somehow in an email template, to highlight in red a field that has been changed? I assume I would need to use a VisualForce templater rather than plain text.
2
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1answer
35 views

Triggers on CustomSettings/RecordTypes

Is it possible to create a work flow or trigger on changes in a custom setting or a record type? The problem I'd like to address is that I have a custom setting that maps some Account record types to ...
2
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1answer
36 views

Send email to custom team

I am re-creating a sort of Teams functionality for a custom object by creating an object called Team (master-detail to the parent object) and then a look-up relationship from this to users (Team ...
0
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1answer
157 views

Write a trigger that automatically create a contact when account is created

Suppose i am creating a account name 'srsahoo',then automatically a contact is created associated with srsahoo.