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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25 views

Updating Checkbox values using workflow

I would like to create a cross object workflow that updates a checkbox value of the child record (with true /false) with the checkbox value of the parent record (true /false) and recalculates every ...
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2answers
25 views

How to insert line break into Rich Text field from Field Update

I've a workflow field update that's updating a rich text field type. I've tried using BR() to insert line breaks but I don't see that line break when viewing the standard detail page for the record. ...
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1answer
24 views

Check if an user name is used for any jobs/WF updates/Email alerts/Reports etc

I would like to know if there is any easy way to find all the references of Salesforce User account (say, User X). For example, Workflow field update can use User X, Reports running user can be User ...
3
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1answer
42 views

Autopopulate zipcode when contact name is selected through lookup

I have customobject where i try to select contactname through lookup relationship .By selecting contactname zipcode field from contact should be populated before saving
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0answers
43 views

Assign Workflow Tasks to Queue or Public Group

How to assign the workflow task to group of users(Public group or Queue).I see this feature is not available in salesforce.Here are the idea exchange links for Queue and Public Group Is it possible ...
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2answers
31 views

Using a Workflow Rule to notify of Contact changes

Is there a way to create a workflow rule to send an email every time a contact's last name change or home address changes? Or would I need to create a trigger for this?
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1answer
15 views

REST API Does Not Appear to Return any Workflow Rules

According to the REST API guide the following endpoints can be accessed via HTTP GET to return a list of workflow rules, all workflow rules for an object, and a specific workflow rule, respectively: ...
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1answer
28 views

Why is my workflow not firing? - “100 <> null” evaluates to false? null formula comparison issues?

Question In a workflow formula criteria, what's the expected behavior when comparing nulls with the <> operator? Details I've got a basic workflow that seems like it should fire but ...
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1answer
28 views

How could {!Contact.FirstName} work on email template used for Lead Record Creation

I have a email template with {!Contact.FirstName} merge field in it, this email template is used in an email alert used in a work flow rule that gets triggered when lead is created through web to lead ...
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1answer
46 views

Email Notfication based on the field value

HI I have the following field value. type (pick-list) values [daily, weekly] Count (number). end date If I choose daily and 2 in the above field. two mail should send to the owner. till the endate ...
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1answer
32 views

How do we auto-populate a field with the value of the previous created record?

We have a Custom Object Meter Reading that has three fields: Old Value New Value Difference (formula field) We are creating records that display the difference between the old and new ...
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1answer
20 views

Why do I get Error: Exceeded maximum number of tasks allowed per rule (10) when deploying a workflow via ANT?

I have a workflow rule that are failing to be deployed to a sandbox from a sandbox via ANT. The workflow rule has seven field update tasks associated to it. When I deploy I get this error message. ...
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1answer
48 views

Trigger and Workflow on the same field facing Issues

Hi I have a requirement. I have a custom Checkbox field inside case object say "res__c". When a Email is received then this res__c should be TRUE. And later if the case record is edited, then res__c ...
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1answer
20 views

Cross-objects workflow with scenario

Can any body here explain me what is cross object workflow and how can we use it, what is the scenario where we can apply this.
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2answers
29 views

how to send an email alert to an account owner's manager

I am trying to configure an email alert to be able to send out to the manager of the account owner of an account. To this end I have set up a field on the account object that stores the email of the ...
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2answers
65 views

Executing Workflow Rule in Minutes? (Time Based Workflow)

I am attempting to do a field update every 15 minutes but it seems workflow time triggers start at 1 hour. Is it possible to have workflows execute every 15 minutes? If not, it is possible to have a ...
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0answers
18 views

Is there anyway to send an Email Alert to a Territory Assignee?

We have implemented Territory Management in our Org. In our scenario, we have multiple business units which divide their territories differently and we keep one Account for all the business units. ...
2
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2answers
63 views

Does a time trigger workflow rule based on a date, with a field update on that same date, still execute if the field update changes the date?

I have a time based workflow rule that fires when TriggerUpdate1 is True. When it fires, two time dependent workflow actions are kicked off (they're part of the same rule, just two actions): At 1 ...
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3answers
64 views

Checking a Custom Field if Opportunity Stage has changed

i can't figure it out where i did mistake..any help would be appreciated.. trigger oppiswonchec on Opportunity (before update) { for(opportunity opp : trigger.new){ opportunity oppold = ...
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1answer
28 views

After Insert Trigger & WFR Field Update

This is a fresher question. I am trying to understand the mechanics of SF Order of execution. Let us assume that there is a custom object "Alpha". "Alpha" has a custom field "FAlpha". "FAlpha" is ...
4
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1answer
38 views

Can we specify “without sharing” in Visualforce email templates?

We have a workflow rule that triggers when ownership of a record changes and certain conditions are met-- part of the criteria is ISCHANGED(OwnerId), which causes the workflow to perform its actions. ...
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1answer
53 views

Email Alert on Custom Object

We have a custom object called Worklog. This custom object (Worklog) has a custom field (Worklog_User__c) which is a lookup to an salesforce user. This user should get a notification whenever a ...
2
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0answers
52 views

Email Alert using VisualForce Email Template Produces Empty Email

I want to send an email on creation of a record. The email must contain information about the record plus certain related detail records. I chose a VisualForce email template with a VF component ...
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1answer
60 views

Metadata explorer to view workflows

There are quite a few good tools on AppExchange to view metadata components, such as objects and code, but none of them seem to be able to display workflows. Using Eclipse IDE is a bit of a pain, as ...
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1answer
24 views

create outbound message in veeva to a mobile number

Can someone help me here? I have a requirement to send message notification in mobile number of the User when he/she is inactivated in the system. IF(AND(ISCHANGED(ISACTIVE),NOT(ISNEW())),true,false) ...
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4answers
132 views

using a field update to update a lookup field based on another lookup field

I want to be able to update a lookup field "FirstUser"(lookup to user) with the value form another lookup field (CreatedbyID). What is the simplest way to do this? Do I need to create a trigger? I ...
2
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1answer
30 views

how to change the case creator

I want to be able to change the case creator (I have a workflow rule that fires an email when the case goes to "waiting on update" and sometimes the case creator needs to be updated to prevent the ...
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2answers
50 views

Workflow rule creation process

I have to create a workflow so that it shows a message when a sample lot Expiration date is just 90Days ahead. Can some one show me the process?
3
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2answers
309 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
69 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 ...
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1answer
34 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
73 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 ...
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1answer
38 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
44 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
50 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
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1answer
37 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 ...
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0answers
30 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 ...
3
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2answers
56 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 ...
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3answers
104 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
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3answers
101 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 ...
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2answers
54 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 ...
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2answers
93 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
62 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 - ...
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1answer
343 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
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1answer
133 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 ...
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1answer
61 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
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1answer
29 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
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2answers
39 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?
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3answers
113 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
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1answer
189 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 ...