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

1
vote
3answers
31 views

what are the options to store initial value of a field in a separate custom field

In CS object, there is a field Quantity that is subject to be changed. The requirement is to store the initial value of that field in a separate custom field. 2 options are there : inlude in before ...
3
votes
2answers
19 views

Email Alerts to Customers using Work Flow processes

Creating a work flow email alert. Would like to send out to customers email found in opportunity under contact roles. Currently, the only options are to select from drop down recipient type. Is there ...
3
votes
0answers
28 views

Formulas in workflows & validation - lazy or eager evaluated?

I tried to run some tests in developer edition and didn't see great difference so I am not sure. Basically I have a case that CPU time is leaking somewhere and I suspect it's validation rules or ...
2
votes
1answer
13 views

Is there any way to have a Case workflow rule create a task with WhatID set as the triggering Case's AccountID?

I have a workflow rule on the Case object that is supposed to create a task, but I want to associate the task with the Account that the Case belongs to, not to the Case itself. I have seen that I ...
0
votes
1answer
17 views

Can I change Email Alert Additional Email recipients based on RecordType?

We are in the process of going multicompany in SF and separating company information by RecordType. Two of our companies have substantially similar business processes and the customizations we have in ...
3
votes
2answers
35 views

Workflow Formula Help

I'm trying to setup a workflow rule condition. The field is Record Type and it is a picklist field. ISPICKVAL(RecordType.DeveloperName, "Prospective Customer") Anybody know why I'm getting this ...
1
vote
0answers
19 views

Workflow rule to create Task not working - help?

I have a Workflow rule that fires upon the creation of a Case when it meets a certain field criterion. It is set up to both send an email to a support rep, and also create a Task for her at the same ...
0
votes
1answer
29 views

timer to send emails

can we create timer trigger to send email in standard objects and could customize time everytime the record created as in the fixed time based on the record type. Also, could we make the number of ...
0
votes
0answers
10 views

Email trigger on timer basis [duplicate]

Could we write workflow to trigger email in case object without having DML record created or modified perhaps timer basis?
0
votes
0answers
15 views

Email alerts when task follow up day matches today

I have a requirement to send email alerts to the user for whom the task was assigned when the follo-up date on task matches today. But seems to be there is no option for such type of workflows on ...
2
votes
1answer
25 views

Workflows and field-level security

I've got a workflow that triggers a field update (checkbox). I would like to restrict this checkbox to read-only for everybody except System Administrator. However, if a non-Sys Admin causes the ...
0
votes
0answers
21 views

Revenue Date Tracking and Field Updating Based on Business Days

We currently have a field on our Project Revenue Object called "Submitted Date/Revenue Date" and a field called "Revenue Status". We would like to update the "Revenue Status" field from "CC Submitted" ...
1
vote
1answer
20 views

Formula field based on time-range

am currently using Professional Edition and I have a requirement where I need to report on only Active Accounts. An active account is an account that does not have a new opportunity created in the ...
0
votes
1answer
34 views

Timebased workflow rule, does it fire if the date is changed?

There are a lot of questions about time based workflows here, but I didn't see the answer to mine. I have a time based workflow rule. The entry criteria is true when a checkbox is checked. Now there ...
1
vote
2answers
43 views

Declaratively create logic in your org that prevents two Opportunities from being created on a single Account in a single day

Found this question on sfdc99.com as an example of possible Salesforce developer interview questions. Does anyone know how this can be done? Of course, without coding.
1
vote
1answer
44 views

Error with matching account and contact in custom object (flow)

Error with matching account and contact in custom object (flow) Greetings, I am creating a custom product donation object which includes lookups for both contact and account. The account being ...
0
votes
1answer
11 views

will workflow actions available for all the s objects

An iterviwer asked me one question in an interview that will all workflow actions performs on all S-Objects. I said yes but he didn't satisfied for my answer. kindly help me out somebody.
0
votes
0answers
23 views

running time dependent workflow when datetime changes

Is it possible to fire a time dependent workflow rule where the criteria is anytime a datetime field changes, fire the time dependent action 2 hours before the datetime field? I can't seem to get ...
0
votes
1answer
42 views

Workflow Rule and Time Dependent Email alerts

I am having an issue with getting my email alerts to work. i have got them to work however they only work upon creating and editing. story: I have created a custom object with a custom field called ...
2
votes
1answer
47 views

Process Builder is the solution maybe ?

So I'm having a requirement where I will be creating a checkbox in the Accounts object and each user has a maximum of 10 checks that they check for the checkbox for different Account records. So I ...
0
votes
0answers
17 views

How to hide work flow action?

I created 2 Workflows. while creating two workflows I am able to see all actions, But while creating Third workflow I am not able to see task assign. what happend. how can hide action in workflow.
0
votes
0answers
19 views

How To Identify the Main Contact Email in Different Contexts

I'm creating a workflow that needs access to Contact.email by I want the workflow to be usable / triggerable in a variety of contexts: sometimes an action on Opportunities or sometimes an update on ...
0
votes
0answers
20 views

Send email to ContactRole using Flow

I created a custom ContactRole inside Merchant object in Salesforce. Inside the Merchant details i created a simple checkbox which when ticked, i want to send an email to anyone who's under the ...
6
votes
2answers
68 views

Text field to Picklist

Is it possible to push the value of a text field into a picklist without using a trigger in salesforce?
1
vote
1answer
35 views

Queued Timebase workflow not firing after scheduled date

I have a time-based workflow that should have fired by now. I can see the entry still sitting int the queue. It's now 15 minutes past when it was scheduled to fire. Wondering why it hasn't fired ...
1
vote
1answer
27 views

Assigning Tasks based on fields status

I want to send a task based on these few things all on Opportunities Object: 1) Port Status must equal 'Rejected or Completed' THEN Send a task to whoever the 'Assigned Service Coordinator' is to ...
0
votes
1answer
19 views

Create Picklist Values by workflow update

Can I create picklist values dynamically by Workflow updates? In a custom object picklist values need to be populated with Account Names dynamically after creation of an Account. Please let me know ...
0
votes
2answers
44 views

Apex Trigger or Workflow Rules for Formula field that uses info from child object

I have ParentObject__c that has ChildObject__c, and there's a field Payment__c on ParentObject that gets updated in several different ways based on the values in both ParentPicklist__c on ParentObject ...
3
votes
2answers
101 views

How to get Workflow Rule in Maven's Mate

I'm trying to import my workflow rules from my org using Maven's Mate and I have got all my custom objects and in the package.xml i have the following: <types> ...
0
votes
1answer
32 views

Dilemma - How can I overcome a race condition (loop) in validation/workflow rules?

I have a validation rule on oppty stage, that prevents our partners from setting it over 0.70. AND( Probability > 0.70, $Profile.Id = "00e2000000xxxxt" ) There is another WFR that is based on ...
1
vote
1answer
33 views

Add time trigger

After clicking on "Add time trigger" button in Workflow rules (for time dependent WF)..we have Days/Hours , Before/After and Rule trigger Date/ created date/modified date DROP DOWNS. My question is ...
1
vote
2answers
36 views

Should use Workflow rule/Trigger/Apex Code

I'm new to SF and working through my way and I need some recommendation or best practice from people who have been working heavily in the SF. My question is: I have the following requirement: if the ...
2
votes
1answer
25 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
1
vote
0answers
18 views

Can I create an email alert workflow that triggers when an attachment is added to a case?

This question was asked a number of years ago and the answer was essentially NO (without Apex programming) - Is this still the case? And if so, how complicated would this be to program?
2
votes
0answers
34 views

Records created via API not triggering workflow/process

I have Tasks that are automatically created using an app Sidekick, which logs emails sent from gmail as activities. To my knowledge, workflows can usually be trigger by records created via API. ...
2
votes
1answer
50 views

Send email alert to Account lookup fields, based on Opportunity Criteria

I'm hoping someone can help me with this dead-end I've gotten myself into. Here's the use case: There are two lookup fields on the Account object that pull a User in our org: "Business Consultant" ...
1
vote
1answer
33 views

Using Workflow Rule to Move Lead to another Queue after 30 days

Can someone help with a workflow rule that moves my leads from queue A to queue B after 30 days? Thanks, -Dan
1
vote
1answer
34 views

Map Lead Source to the Account Source when converting the lead to an Account/Contact

We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
1
vote
1answer
29 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
0
votes
3answers
57 views

how to update 2 fields of 2 different object if the condition is true in 1 workflow?

Hiii, I want to know that how to update 2 fields of 2 different object when the if condition is true in 1 workflow in salesforce???? eg ...
0
votes
1answer
36 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
76 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
82 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
34 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
89 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
33 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
18 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
18 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
32 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
106 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 ...