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.
2
votes
1answer
37 views
Can a textbox be enabled after a certain value from a picklist is selected
I am having a picklist field which has 3 values 1.Web, 2.Mail, 3.Other.If i select other then the text must be editiable. If i select web or mail then the textbox must in uneditiable mode. Kindly tell ...
1
vote
0answers
25 views
Salesforce Workflows order issue
We have multiple Workflows that that each update the same field depending on what values are set. The field being updated is a Status field that will only increase as more checkboxes are checked.
...
1
vote
0answers
24 views
What mechanisms are available for firing Update triggers on Opportunity during a “Mass Transfer” action?
In this case the "Mass Transfer" action being performed is clicking the Change Owner link on the parent Account record which subsequently bulk-reassigns the child Opportunity owners and does not ...
2
votes
1answer
34 views
field updates and security settings?
I have a field X that by field level security is Read-Only.
I have a Field update that's part of my workflow rule, to update X to a value
Why is that field X getting updated, when FLS has it set ...
3
votes
1answer
41 views
Preventing sandbox from sending Workflow emails to “Additional Emails”
When you create a sandbox in Salesforce.com, the system is appending the sandbox name to every single email, except the "Additional Emails". In our company, since we need to notify some external ...
2
votes
1answer
23 views
Re-evaluate all object records after workflow rule update
I recently made a change to the formula for a workflow rule which is triggered each time an object record is updated.
The formula is doing exactly what I want for my test records, so I am ready to ...
1
vote
1answer
19 views
Fetch Workflows through Partner WSDL (JAVA)
How to fetch Workflow Rules,WorkflowTask ,WorkflowAlert, WorkflowEmailRecipient ,WorkflowFieldUpdate, WorkflowOutboundMessage through partner wsdl in Java.
Im Querying the above object and its ...
0
votes
1answer
16 views
Need to change From Email Address in Email templates
I want to change From Email Address for emails.But it is showing only two options
a)Default workflow user's email address
b)Current user's email address.
is there any other way i can change this?
3
votes
2answers
43 views
Formula for a workflow rule
I'd like to have a workflow rule fire when a record is owned by queue A and then changes owner.
What I have so far is:
AND(
ISCHANGED(OwnerId),
PRIORVALUE(OwnerId) = 'QueueId'
)
I've tried both ...
1
vote
1answer
63 views
Workflow for Lead Owner Field Update does not fire
Some leads from our website forms were assigned to "website" as the lead owner regardless our default owner setting is me. The form is web-to-lead form but not using SFDC code.
While working with our ...
2
votes
2answers
78 views
Increment number field by 1 on a daily basis
We're looking to auto increment a number value field on Cases by 1 for every day the case has been open (i.e. auto-increment as long as the case is not closed).
What would be the best way to go about ...
4
votes
1answer
61 views
Auto CC Outgoing Emails
Our customer service team regularly uses Service Console to communicate with a large number of clients. A handful of those clients ask that we CC all customer service / tech support related ...
3
votes
1answer
37 views
Assign Workflow Task To Related User
When building Approval Workflows it is possible to create a Task say, when the process is started. I thought it would be good to assign the Task to the approver but SalesForce only offers you a (more ...
1
vote
1answer
18 views
Multiple email templates using a single workflow
can i send different email templates to a user using a single workflow rule.
for example i have 3 email templates:
1.for Application started
2.for Application Completed
3.for Application accepted.
i ...
1
vote
1answer
50 views
Can Detail Objects trigger Master Object Workflows?
I want changes to detail objects to trigger a workflow on the master object.
The master object has a rollup summary field which COUNTs how many detail objects have a certain field set. When I change ...
3
votes
3answers
95 views
Scraping text from email and storing in a field
I know that there is a web to lead form I can create to do something similar, but is there an easy way to get the inbound email address which can be monitored and the data from the email can be ...
10
votes
2answers
142 views
Do time-dependent workflows verify the rule criteria is still true before executing?
I have a time-dependent workflow on a custom object called ObjA__c that has a lookup to another custom object called ObjB__c. The rule criteria on the workflow is:
ObjA__c.intVal__c = 5 && ...
3
votes
2answers
141 views
Global override for triggers, workflow & validation rules
I have seen a number of posts regarding implementing overrides for triggers, workflow and validation rules using custom settings/labels.
In practice / large complex Salesforce deployments are people ...
1
vote
1answer
49 views
Alert on an object based on date field
I have an object and their is a date filed called "Next Session Date" which is for the user to decide...
Now I have create and activated a work flow rule called "Next Session Alert"
then tried the ...
0
votes
0answers
19 views
How unlock record after Workflow approvall process? [duplicate]
Possible Duplicate:
Are triggers able to modify records locked by an approval process?
Good morning everyone,
Would like to know how can I update a field in a record that was locked after ...
1
vote
3answers
82 views
When billing address of account is updated, another field of the same object needs to get updated
I want to increment the value of custom field called BillingUpdate__c(number datatype) of Account object, whenever any value of the Billing Address of the Account object gets updated.
0
votes
2answers
56 views
Download WorkflowOutboundMessage type from metadata API
Attempting to perform a deploy on a set of unpackaged Workflow Rules and I'm getting an error that my workflows are missing: WorkflowOutboundMessage - is it possible to download these in the IDE or ...
1
vote
1answer
148 views
How can I delete workflow rules using the Migration Tool?
I'm trying to delete all of the worflow rules & triggered tasks associated with a custom object, using the Force.com Migration Tool, but I keep getting errors.
First I tried to submit blank ...
0
votes
2answers
65 views
Update field with unique value via workflow
I have a Number field which I want to update using workflow. But since this field has unique option checked so how can I generate unique value in workflow? any thoughts?
0
votes
1answer
119 views
Jitterbit consuming outbound messages
I'm working with the Jitterbit application to try and consume the salesforce SOAP outbound message to send case data over to bugzilla.
I don't know much about SOAP but been reading ...
2
votes
3answers
141 views
Differentiate UI/Direct updates from Triggered/Indirect updates
I have a custom object (named Rewards) that 99% of the time is automatically populated by triggers on other objects (conditions that automatically grant said Rewards). But I've also exposed this ...
7
votes
1answer
161 views
Delete of former parent in trigger causes workflow failure on child
I have a Lookup relationship from Contact to a custom object, and an "after update" trigger on Contact that deletes any of those related objects that no longer have children. There is a workflow rule ...
2
votes
1answer
84 views
Revert RecordType back to Master (default)
I have a "single" RecordType on Opportunity called "Opportunity Locked", this RecordType is set automatically when an Opportunity is ClosedWon using a workflow rule. My profiles do not have access to ...
2
votes
1answer
261 views
How to generate stub listener in salesforce
I need to know how to generate a stub listener in Salesforce. My exact requirement is to call a web service, written in APEX in one org, through an outbound message in another org.
I found below link ...
5
votes
4answers
150 views
Adding specific contacts to outbound case emails
I'm trying to figure out a way to add a list of contact email addresses to a case custom field anytime a case is created.
Use case:
Specific accounts require other people to be emailed on any of the ...
1
vote
1answer
281 views
Visual work Flow: Display multiple records via Record lookup
We have a requirement where in we need to search for duplicate contacts ( based on contact email , first name, last name etc). Once all duplicates are listed to the user , then they can choose the ...
4
votes
2answers
145 views
Can a Workflow Rule be created against a User Record? i.e. send an email alert to their manager once the record is deactivated?
We would like to have an email alert sent to the manager of the departed employee once the user record is deactivated. In that email, we would like to include a link to all that employee's open ...
0
votes
1answer
200 views
Time-based Trigger to update all records
If I want to "touch" (save, update) all records once a morning in an object (let's use Account as the example, though it would more likely be in a Custom object), how would someone go about that? To ...
2
votes
1answer
166 views
Can a workflow determine if a Lookup field has changed?
I would like to define a workflow whose rule criteria is that a Lookup field changed, but ISCHANGED and PRIORVALUE generate syntax errors. Both generate the message
Error: Function ...
1
vote
2answers
168 views
After Insert Trigger on Email Message causing a problem in Case Assignment Rules
We have a after insert trigger on EmailMessage object to Capture "To Email address"
(routing address) in Email To Case(We have 10 routing address).
Whenever a Case gets created from Email to Case, in ...
1
vote
0answers
76 views
Workflow outboundmessage not working when updating data using data loader
I have a workflow outbound message on opportunity which works when I am updating a single record manually. But when I am updating bulk records via data loader the same OM is not working. I can see the ...
-1
votes
1answer
83 views
Opportunty field update from Opportunitypartner
I have a requirement to update the Lookup field on the Opportunity with the Account from OpportunityPartner.
As OpportunityPartner is read only object ,i am facing lot of challenges .
let me know if ...
5
votes
3answers
234 views
Workflow - Outbound Message lost?
If someone could oblige:
When you spawn an Outbound Message (my workflow literally says "one very edit", if the last name is not blank...), and it's supposed to hit a URL and send 3 fields (including ...
1
vote
2answers
145 views
Is there workflow API?
After a flow starts in SF, is there any API for external application to get/set the flow status?
2
votes
2answers
70 views
Is it possible to include a partner/client (or other non-internal employee) in an approval process? If so, how?
If it is not strictly possible, is there a standard practice for integrating an external element into an approval process/workflow?
0
votes
2answers
173 views
How to populate a lookup based on a Id
Is there a way I can lookup an User based on Id/ name
I want to achieve the following
1) Object A has User lookup when the User lookup changes I am using a formula on related object to Object A to ...
2
votes
2answers
170 views
email alert in workflow - sender's name in salutation in sent mail instead of recipient
I have setup a custome object (Test WF) with default "Owner" and custom "Status" field. My aim is to trigger mail whenever "status" field is "Assigned", hence setup workflow rule with rule "Test WF: ...
10
votes
4answers
1k views
How can we disable triggers, Validation Rules and workflow rules in salesforce org. [on off - switch]
How can we disable triggers, Validation Rules and workflow rules in salesforce org.
This becomes really needed and important when we are doing data migration(data imports) in salesforce.
The way I ...
7
votes
3answers
515 views
How can I get list of all workflow rules using apex?
How can I get list of all workflow rules using apex?
I want to retrieve names of all workflow rules using apex code.
5
votes
3answers
129 views
Is it possible to send an email based on Report results?
I have a certain report, that shows if there are qualified leads in the system, and alerts me on that. (theoretically - that should not happen).
Based on that report, there are from 1-6 users who own ...
9
votes
1answer
119 views
Can a task that is generated from a workflow set off a time trigger to fire another task?
I have a task that generates when a record is created off a Custom OBject. I tried to create another workflow on the Task object that would fire when that task is generated, but it did not work. The ...
5
votes
4answers
2k views
Workflow > Field update action > update field value with another field value?
I would like to update a picklist field value with another picklist field value in the workflow action 'Fieldupdate'. Is it possible?
1
vote
1answer
289 views
Recurring Time Dependent Workflows
What is the best way to implement a recurring time dependent workflow?
Ex. An action should be performed every year.
I've heard of some Button Click Admin tricks where we could use two workflows ...
1
vote
1answer
102 views
Salesforce - Time Dependant Workflows
I am currently creating some time dependant workflows and was wondering how the evaluation criteria - on the time dependent workflow action works.
Are time dependant workflows re-evaluated on the ...
1
vote
2answers
106 views
Workflow not evaluating to true when it should
I have a Workflow on Leads, which is a formula (also tried as a Filter), the content:
Days_from_Creation__c = 1 && HasOptedOutOfEmail = False && My_Drip__c = null
This is from the ...
