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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-1
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2answers
18 views

why my workflow is firing even tho I am saying dont [duplicate]

I have my work flow with validation rule and eventho I am trying to not fire when those ownerId are submitting it. it still does OR( Owner.Id <> "00516000006OnYB" , Owner.Id <> ...
2
votes
1answer
28 views

Task email notofications

If we assign a task to someone else, we can get an automated notice when the task is completed. For that i have written one trigger mentioned below that trigger is working fine but email is being ...
1
vote
2answers
20 views

Work flow formula for increase and decrease value

I want to create workflow and i want formula to be like is, When Property_status__c = Unqualified, Watch__c = True, Current_price_list__c = --Decrease, Top__c = ++increase, City__c = Chicago. For ...
0
votes
1answer
16 views

Workflow Email Alerts Not Log In Email Related list of Case

Scenario: Whenever the case is created one workflow will fire and it will sent an email alert to the contact email of case. This is sending email to contact email as per designed but it is not logging ...
2
votes
2answers
32 views

Is there anyway to schedule the activation of a workflow?

I am the only salesforce admin at the company i work for. i have created some workflows that i do not wish to be activated until a certain time. unfortunately that time is when i am on holiday. does ...
1
vote
1answer
23 views

Send notification email after every 4hr

I want to send a notification email after every 4hrs after monitoring the record. So I decided to create a last notification field and update it every time the notification email is send. Now I have ...
1
vote
1answer
39 views

Workflow Not working

I am using a workflow on Account object with following criteria : (Account: Shipping Street equals null) or (Account: Shipping City equals null) or (Account: Billing Zip/Postal Code equals null) ...
4
votes
2answers
217 views

How can we inactivate user those are not logged in last 120 days

I want an automated process that needs to inactivate users which are not logged in last 120 days. I tried with Time Based Workflow but i couldn't find Last login field. Is there any way that we can ...
-1
votes
0answers
11 views

If Case is not assigned within 15 mins [closed]

I want to send an email to a queue if the case is not assigned within 15 mins of opening. Do I need to create a workflow for this? Or it should be an escalation rule? I also need to use Business hours ...
1
vote
1answer
19 views

Formula for When a Field Value is Null after Record Insertion

Is it possible to write a formula for if a Date field is not null upon record insertion? I would prefer to not write a trigger for this. Flow: Record Example A --> Field XYZ is null --> Formula ...
1
vote
1answer
34 views

DUPLICATE_VALUE error when inserting a deep cloned record

I'm writing a method that has to insert a clone of a given record of Object__c. I'm obtaining the clone performing a deep clone. That is: object.clone(false, true, false, false) The insertion of ...
-3
votes
0answers
16 views

Activate/Deactivate Workflow Rule in Production? [closed]

I know an Apex Trigger cannot be activated in production. They have to be deployed. Is the same applicable for Workflow Rules?
0
votes
1answer
34 views

Help in a formual field for workflow rule criteria

I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date. So i have created the a time based workflow rule and a ...
0
votes
1answer
28 views

How to Debug a flow built in process builder

I have a workflow that generates a task. Based n creating a custom object I have been looking in the logs to make sure it's working. But, now I'm stumped. Does anyone know how to understand this? ...
-1
votes
0answers
13 views

send and stop email notification based on the conditions

I'm attempting a requirement ,an email notification to be sent 100 days before the contract end date to the owner.We have few condition and a field as "RR" which will be updated once the email is ...
0
votes
2answers
18 views

Re-evaluate Workflow Rules after Field Change

I am not able to understand the criteria how this works..and what will happen if we doesnot choose that.
0
votes
0answers
17 views

Workflow rule and trigger on same field which will win [closed]

We have a field value get updated and have trigger and workflow defined for that. What should be last,will field set according to trigger or through workflow.
-1
votes
2answers
26 views

User should not be able to insert/update if that obejct is not active [closed]

can i achieve this functionality using validation rule by creating Is_active field in the object ? can anyone suggest me ......
0
votes
1answer
16 views

Send Email to Account Team If Contact Email Bounce Back

Scenario : I have case object. This case object has email related list. Case has contact and contact email address field. From email related list user will send email to contact associated with case. ...
1
vote
1answer
20 views

unable to run Time dependent workflow with these conditions

Hi I'm new to sfdc and I'm unable to run a time dependent workflow. My requirement is whenever close date of opportunity equals today & stage !=closed won or closed lost i have to do a time ...
3
votes
0answers
20 views

Workflow Flow trigger issue

I have a workflow rule with Flow trigger to perform some action but it is working fine in my sandbox system but it is not working in production, In debug logs I am getting Error: Could not evaluate ...
1
vote
0answers
5 views

Issue with Custom Domain Standard Email Template image not render

I am facing a problem with an email template which is bind with a workflow. The issue occurs only when we use custom domain. When the email template is fired through workflow from custom domain , The ...
1
vote
1answer
20 views

Not one, not unanimous, but exactly two unique approvers to dictate a successfully approved step

This is quite a brief question, and I believe the concept is also small and easily handled so I'll make this short and snappy. Situation: 6 Approvers. Only two are required to confirm their ...
1
vote
1answer
14 views

Auto Populate Dependent Field after Selecting Primary Field

Primary Field: Data Warehouse Dependent Field: Records The Selection of Data Warehouse Fields, should be able to auto populate Records Picklist values without the need to select manually. Each ...
1
vote
2answers
29 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
0
votes
2answers
33 views

If the field is checked send an email notification

I had a requirement where i need to send an email notification 100 days before the contract end date based on the condition.So i have created the workflow rule with the condition and time based ...
0
votes
0answers
28 views

Account ownership has been changed automatically

Hi Friends I'm facing a critical issue.like lot of accounts had ownership changes automatically.And all these accounts are showing account owner last modified by this user.We didn't set up any sharing ...
0
votes
1answer
14 views

Workflow Rule to Send Notification to Account Owner is not working

I am attempting to create a Workflow Rule that will send an email notification to the Account Owner 110 before the contract end day. Condition to be given is : a)"Renewal_Status__c" is equal to ...
1
vote
0answers
11 views

Notifications to community users on password change

I have portal (community) users, which are created from Contact > Manage External User. This user also can be viewed/changed from Contact > Manage External User > View Customer User. If I change the ...
1
vote
1answer
30 views

How can I send an automated email to my Person Account contact?

I have a Workflow Rule on the Opportunity object that sends an email to Users and the Owner which is fine. I want to add an action to the Workflow Rule to email the associated Person Account email ...
1
vote
1answer
34 views

Time based workflow actions

In my scenerio I have created a time based workflow action which would send an email to owner of an opportunity based on a criteria. The workflow action send email after 15 days. Many of my records ...
0
votes
2answers
23 views

Update Standard field with a value from a custom field

I have a field in the Opportunity section called Amount that was getting an Install charge from the standard products in the opportunity section. The problem is that now I've added a function to add a ...
1
vote
3answers
25 views

Workflow rule using formula using multiple fields in criteria to update fields

I'm using a formulas to verify if 2 fields have changed from specific values to specific values. When I applied it to 1 field it works. I'm having trouble verifying 2 fields in the formula. Can I ...
2
votes
1answer
19 views

How to capture ageing field on four different fields [closed]

I have a picklist named as Idea having values Inreview, new, need for information , completed Also I have made 4 number fields Inreview, new ,need for information and completed. I want to capture ...
2
votes
1answer
34 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
1
vote
1answer
55 views

update picklist value using process builder

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in job ...
2
votes
4answers
136 views

How to update the status of an Account based on opportunities

I want to be able to update the status of an account based on condition of all opportunities in an account. According to the following, I want to be able to set an account status field as Active if ...
1
vote
2answers
71 views

Process builder sending multiple mails on production

I have this process, built with process builder, that triggers an Apex class to send a single email, under a condition: that a Case has a specific Status. In the sandbox, this works perfectly. On ...
0
votes
1answer
31 views

Update picklist field using workflow rule

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in ...
1
vote
0answers
17 views

Workflow and devliverability test not working

I'm trying to send an email alert from a workflow to the record owner. I've got the from email address on the email alert set to use an organization wide default. I can receive messages from QA ...
1
vote
1answer
36 views

Task Workflow to send email to Who (Lead or Contact)

I have a situation where I want a certain type of Task to trigger an email alert to the "Who" Contact or Lead that the task is related to. In the Spring '16 release Salesforce added the ability to ...
2
votes
1answer
32 views

API Callout (apex class) from workflow - You have uncommitted work pending,please commit before calling out

I want to make an api call to an external webservice, parse the result and create records with the results. I started by Creating a class to do those steps, called the apex in a workflow providing the ...
2
votes
1answer
29 views

How many recipients can i add in email template alert?

Could you please clarify my below queries on email alert which we have under workflow How many recipients can i add under email alert? Can i add group emailID (Eg. Supportmembersgroup@yahoo.com) ...
0
votes
0answers
40 views

How to update multiple picklist values?

I have payment release date and no of deduction terms(number). I have to display all deduction dates in picklists. for example loan release date is 1st oct 2015 and term is 7 months. so here first ...
0
votes
1answer
24 views

Updating a Date Field with Last Day of The Month based on another Date Field

Updating a Date Field with Last Day of The Month based on another Date Field. I need to write a formula to do a field update when an Implementation is complete. Basically once it's marked as ...
1
vote
1answer
43 views

How to throw the error if the mobile no is not existing in user table using trigger

I need to update owner(Standard Field) name on custom page(Buyer) using Referral Id(mobile of Lead owner).. The Referral Id(Mobile No) already present in user details. For example the buyer is ...
1
vote
1answer
27 views

Company Community: What is 'Read Only' workflow approvals?

Comparison of different Communities User Licenses is here -> https://help.salesforce.com/apex/HTViewHelpDoc?id=users_license_types_communities.htm&language=en_US 'Workflow Approvals' are ...
0
votes
0answers
39 views

ISCHANGED for Formula Field

I am trying to use ISCHANGED on a formula field in a workflow. So I am doing something like ISCHANGED(dummyformulafield__c). But this is returning true at all cases. So I tried to use PRIORVALUE. I ...
1
vote
1answer
45 views

Email not firing

I have workflows that will fire a few emails. Till 6 hours back, all the emails were firing perfectly. Now, only emails of selective workflows are firing. When I checked the email log, the emails that ...
0
votes
1answer
43 views

How can I update custom fields on Account when Opportunities are created

I have created 4 custom fields on account, and I want those fields to store the number of opportunities according to their status(e.g. Active, Inactive, Open, Lost). Once the admin creates an Open ...