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

0
votes
0answers
6 views

Question on email notification alerts to customers

So I've been reading up on Workflows, Triggers and Email Alerts and what I want to do appears possible without having to write custom Apex stuff. Our objective is to send email reminders to customers ...
2
votes
1answer
16 views

Workflow Field Update Action On Case : Cannot update Closed Date field

I want to update 'Closed date' field on case. I am trying to implement this as part of a workflow field update action on case. But this field is not available for field update. Why is this so? I ...
1
vote
1answer
18 views

Adding a field into Workflow Time Trigger Edit Drop Down Menu

New here. I'll be as brief as I can. I'm trying to trigger a mail before a subscription expiry date. I have two tables: A 'Contact' Table and an 'Account' Table. How can I add an 'Account Expiry' ...
1
vote
0answers
15 views

Workflow Formula for Owner

I need to write a workflow formula that states if an owner is equal to a specific user with an action to check a specific box. I tried doing with the simple criteria, but this is not working. Does ...
0
votes
1answer
30 views

How to make a flow run if Opportunity Closed Date equals Today

I have a flow created in Salesforce (using Cloud Flow Designer). This flow essentially duplicates an opportunity but changes a few fields - in other words, it creates a renewal opportunity. I ...
1
vote
0answers
8 views

Workflow to update Milestone completion

I am trying to create a workflow field update on milestone but I don't see milestone standard fields in the list. This idea https://success.salesforce.com/ideaview?id=08730000000HS83AAG has already ...
0
votes
0answers
15 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
1
vote
1answer
11 views

How to make matching fields (in unrelated records) trigger workflow?

I have professional edition, but we have access to workflows. I would like to trigger a workflow when two contacts in our org have matching email addresses, phone numbers, or names. Any suggestions ...
0
votes
0answers
7 views

Trace file of SALESFORCE or data set of SALESFORCE contain arrival time and service time [on hold]

My Master thesis is about Optimization Queue for Scheduling Tasks in the Cloud Computing. My work requires the Real-world data sets for arrival of tasks and task service time of SALESFORCE . I was ...
0
votes
1answer
7 views

How do I reference a custom field of datatype hierarchy in a Workflow rule

I have a custom field on my Account object which is of type Hierarchy (which is for the Object User). I have never come across this before, and I cannot find out how to reference that field in my ...
3
votes
1answer
30 views

Workflow to send reminder email to owner and manager when invoice is overdue?

I have a custom object, Sales Invoice, that has a custom formula field to calculate the number of days overdue. I want to send an automated email at XX days overdue to both the account owner and ...
1
vote
1answer
16 views

Help with workflow rule criteria

I need to include a date field in my workflow rule criteria. The field "registerDate__c" is of type DATETIME. My criteria should express that the registerDate__c is longer than 30 days ago. I ...
0
votes
1answer
26 views

Attach workflow email alert with Case

I have a workflow to send email alert with custom template to the contact once case is created. I need to keep track of all these outgoing emails in some way, for instance - attaching it to the Case. ...
1
vote
1answer
17 views

Controlling who receives workflow rule email alerts

Here's the scenario: I have set up a community where external users can create cases. When a case is commented on the creator of the case receives an email alert based off of the template I added to ...
-1
votes
0answers
29 views

How to send email alert on change in Task (when Workflows aren't available)

My requirement is something like this: If the task status is changed then the Contact should get a auto notification email. I tried with workflow but unable to create a workflow for such requirement. ...
0
votes
2answers
26 views

How should i call custom workflow rules

There is some requirement therefore we are thinking to create custom workflows. There would be some additional tasks and operations but workflow invocation would be same as workflow rules. We will be ...
1
vote
2answers
47 views

How does the info entered in a force.com page get into the right place in Salesforce

I am volunteering doing Salesforce work for a food bank in CA. I am still new with respect to doing more complicated tasks. I have some questions on VERY basic SF concepts. I was given a sign up ...
1
vote
1answer
59 views

Workflow Email Alert: Opportunity Close Date moves beyond current quarter

I need to send an email alert whenever an Opportunity Close Date is pushed out past the current quarter. This is the formula I'm trying to use, but the errors suggest that I can't use relative dates ...
1
vote
0answers
20 views

Unable to Call Hidden Field in a Workflow Rule Formula [closed]

I have a field on an object that is populated from an external database via the data loader. It is not added to any page layout, but it is visible for all profiles in field level security. I would ...
1
vote
2answers
29 views

How to update a date field with data from another date field in workflow rules

I have a workflow rule in place that needs to update a date field when another date field is is filled. IF Date1 is filled, assign Date1 value to Date2. What's the best formula to use in my Workflow ...
0
votes
0answers
13 views

Tasks workflows

I'm new to salesforce, i've received basic admin training(point-click) and I'm looking to further my knowledge. I'm trying to create a new workflow based on contracts, so far so good, however the ...
0
votes
1answer
15 views

WF_RULE_NOT_EVALUATED..Workflow not getting evaluated

I built the following WFR - Field Update. The requirement was straightforward. The Sub Status of a case has to be set to a particular value when the record which is getting evaluated meets ...
0
votes
0answers
29 views

Currency Field as Workflow Criteria

I created a workflow on opportunities with one criterion being 'Amount greater than 19,999'. The workflow saved without an issue but didn't respect this individual criterion (i.e. performed an email ...
0
votes
1answer
26 views

How to set a field in oppty based on a parameter of it's products?

I need to check a CB on an oppty, when any of it's products are of a certain character. Our products have a CB named: 3D If an oppty, has any such 3D product, I want/need to check the CB: is_3D - on ...
1
vote
0answers
34 views

New feature: flow triggers

When I save a record and a workflow rule triggers a flow, how can I pass the ID of the record saved to the flow. Thanks
2
votes
2answers
83 views

Visual Workflow - Passing sObject Collections back from SubFlow causes crash

Am having huge trouble trying to pass an sObject Collection (of a Custom Object) into and back out of a subflow. PreNote: When I try to save the Master Flow, it always gives an error that the types ...
1
vote
0answers
20 views

WorkFlow is not getting Executed

I am facing a rare scenario where Workflow is getting executed properly for One record and it is not getting executed for the Other record. PLease find the below logs, eventhough both of them are ...
1
vote
2answers
28 views

Generate Alert (Email/Task) , if new record is not created in an object within 2 days?

I have an object which is a child of Contacts (M/D relationship) , I want to generate an automated email if no new records are created in the child object withing two days. has anyone come across ...
2
votes
1answer
41 views

Question : Time Based Workflows

If I have a time based workflow triggered on Case create where I check if Status = 'Open' then close the case after 7 days. Will the case still get closed after 7 days even if the staus <> ...
0
votes
0answers
37 views

Unable to locate workflow running on Case

When I edit a Case Contact from community portal and change the value in Contact of that Case, it changes to previous entered value and is not updated. But when I check the Field history tracking of ...
0
votes
0answers
24 views

workflow fires without meeting criteria

i have a workflow and it fires only when custom_field__c is not null. an ETL job runs periodically, then this custom_field__c is updating, then the workflow rule fires, i get a email. Surprisingly, ...
0
votes
1answer
23 views

Field Update Based on Workflow

I have one object named "Information" and in that i have 3 field listed below Amount (type - Currency) current(formula-return 0 and 1) balance (type- number) now here i want to fill the field ...
3
votes
1answer
57 views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
0
votes
0answers
23 views

send a email to Opportunity Owner using workflow rule and email alert? [duplicate]

i created workflow rule on aggrement contact object . Active is check box field on aggrement contact object. when ever Active check box checked mail trigger to Opportunity Owner . in recipts am not ...
1
vote
2answers
63 views

how to send a email to Opportunity Owner using workflow rule and email alert?

how to send a email to Opportunity Owner using workflow rule and email alert ?
1
vote
1answer
57 views

Treating 2 fields as the same across standard objects

I have a custom field "next step" in contacts that I want to be able to update when text is entered into the "next step" field in opportunities. I also want "next step" in opportunities to update ...
1
vote
2answers
62 views

only fire workflow when value changes

I have a workflow that I've created that will populate a text field with a URL when the record is updated. My workflow rule evaluation criteria is: Evaluate the rule when a record is created, and ...
2
votes
1answer
33 views

Is it possible to create a new WorkflowRule using Metadata API?

The question is basically as in the title: Is it possible to create a new WorkflowRule using Metadata API? I'm using Java, and I want to create a workflow rule for a custom object. I've tried: * ...
0
votes
1answer
417 views

Salesforce Lightning Process Builder

I am testing out the new Process Builder in Salesforce (Pilot). Working on a MacBook Pro I am having problems with the "Define criteria for this Action Group" pane, it is not able to fully display ...
0
votes
1answer
58 views

Trigger to Update picklist value based child records picklist value

I have two custom objects Sale__c and Project__c. Both Sale__c and Project__c have different status in a picklist. Sale__c status is broken into two picklist Status__c and Status Detail__c ...
0
votes
0answers
41 views

How to Approve the jobs from Approval Processes by just writing APPROVE from Approver

I'm new to salesforce ,so i was working on Recruiter APP . In Workflow and Approval after the POSITION is created the APPROVAL notification should intimate to MANAGER or CEO. the notification which ...
2
votes
1answer
55 views

Invoke a workflow from Apex Class

I have a workflow that needs to be run daily to check is the status of a particular file is completed or not. If the file is not completed then the workflow should be triggered and a Email alert ...
0
votes
1answer
35 views

Workflow/flow to change opportunity owner to child object owner when child object is linked

Struggling a bit here. I am trying to create a workflow/flow that will automatically update owners of an opportunity without the complexity of creating a trigger. The relationship goes - The ...
0
votes
1answer
31 views

How to match a value in a child record with a parent record field value?

I am trying to create a workflow that allows 2 cross object, custom, picklists to match each other. However, when I create a workflow, there is nowhere for me to add a formula. Not sure if there is a ...
0
votes
1answer
27 views

Create new Field At Account Level

At Account level there is one filed named "Comment(Type-Long Text area)".now i want to create one another field at account level that give the count, Number of "comments" inserted by specific role of ...
0
votes
0answers
37 views

Error while querying workflow rules using tooling api

I am trying to run the following query in my developer console (using tooling api): SELECT Id,Name,NamespacePrefix,Metadata FROM WorkflowRule but get an error saying 'An unexpected error occurred.' ...
3
votes
0answers
44 views

Workflow Setting a Date field problem

I have a workflow rule setup to populate an inactivity date field, it seems like it should work, but it hasn't set the field for the last 2 weeks (since it was created). Am I missing something here? ...
1
vote
2answers
109 views

Apex Trigger to update Account field when Case field is updated

I am struggling to come up with a trigger to update an Account field (Last Survey Sent) when the same field gets inserted or updated on the Case (Last Survey Sent). I am unable to do this via ...
0
votes
1answer
28 views

Update specific field on all custom object records except for last edited

I have custom object that have "Default Something" checkbox field. What I want to achieve is to have maximum one record that have "Default Something" checked. I tried the workflow rule but I didn't ...
3
votes
3answers
61 views

Writing workflows in Apex

Can we create workflows in Apex?. In Apex documentation there is information only regarding creation of approval processes.I was wondering if we can create workflows in Apex. can anyone show me some ...