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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10 views

Fire workflow based on the record owner's timezone

We use Salesforce to facilitate job postings and hiring new volunteers. We have a workflow that removes job postings from our website on the posting end date, which is a date field on our job posting ...
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1answer
26 views

How can we add multiple updated fields in single email

In above picture I'm going to send an email if answer__c updates. Above picture illustrate each answer is going to be one record, so if two answers got modified then two email will fire. I need ...
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1answer
19 views

Professional Edition Trial Version Limitations

Currently I'm on Enterprise Trial Version (30 days) edition of Salesforce. I want to move to Professional Edition! Salesforce account manager has confirmed that they cannot downgrade to Professional ...
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1answer
15 views

Record read only based on field create/update from external system [on hold]

We have SFDC - Employee Integration with external HR System, Question is when we receive back the ‘Employee Identifier’ from HR System, I need to make the employee record read only? pls suggest ...
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1answer
35 views

Trigger on child object to update parent object field

I need to update a field on Opportunity. Opportunity is related to OpportunityProduct. I've a workflow on OpportunityProduct where Evaluation Criteria is set as Evaluate the rule when a record is ...
1
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1answer
23 views

Can't Reference the Owner in the Process Builder but can in workflow

I am trying to reference the Owner in process builder and cannot. However, it works in workflow. I'm trying to use all of the new features for all of my development so obviously the simple answer is ...
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0answers
15 views

Mailing query in salesforce [closed]

Suppose that i want am sending mail and i want to keep e-mail address in cc. to do it, what query should i use?
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2answers
33 views

Workflow rule criteria unable to catch ISCHANGED() for field update by another rule upon creation

I currently having a WF rule with criteria ISCHANGED(Field__c) . There is a 2nd WF rule that would update Field__c (Picklist), and checked Re-evaluate Workflow Rules after Field Change for the field ...
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0answers
13 views

How to lock close date field in different scenarios [closed]

I have few scenarios for locking the date If Closed:Won – Date locked If Stage changed to ‘Closed:Lost’ or ‘Declined’ from Closed:Won then date is changed to the date of that activity and locked ...
3
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1answer
27 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
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1answer
13 views

What is the correct way to update a record based on the profile that created it?

What is the correct way to update a record based on the profile that created it? For example if the user belongs to profile X then I want all Contacts they create to be assigned to Account Z. I want ...
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0answers
38 views

Opportunity Owner should get task mail notification when task is completed

I have one requirement mentioned below could any one please help us: Creation of task to functional owner and email notification to opportunity owner and opportunity owner manager when the functional ...
1
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1answer
21 views

Case Auto Creation to disable from Noreply@saleforce [closed]

I've created a workflow with field on Case Object. Case:WebEmail not equal to noreply@salesforce.com but yet I'm still receiving cases created although the filter is set to eliminate the cases ...
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0answers
14 views

Auto assignment of Task\ Log a Call to a Lead Owner of type Queue

I'm trying to create an auto process(Process Builder\ Workflow) on Lead that will create a Task (or Log a Call) and will assign it to the Lead Owner. The problem is that it doesn't work if the Lead ...
1
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1answer
24 views

Error: Function PRIORVALUE may not be used in this type of formula

I have trying to build a formulae in workflow on the Final result which should show error message if the the prior value of Final Result is either (ACCEPTED,Need More Information-Incorrect ...
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1answer
17 views

Want to edit fields on the object review layout

We have a Salesforce object that we send to review by an admin. We have 88 custom fields for this object, but the layout for this review only shows a few fields. I can't figure out where in SF to edit ...
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1answer
24 views

Way to see trigger using email template without going through CODE [closed]

If there is a way for me to easily see if any apex triggers are using email templates without looking through the code?
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1answer
31 views

Workflow rule for Closedate [closed]

Hi I need a work flow that close date(Opportunity) should be populated only on creation. Not when the record is updated.
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1answer
36 views

Comparing old and new picklist values in workflow

i am working on picklist which has values as 5%,10%,15% and 20%. I want to send a email when picklist value is greater than last picklist value . Like we have picklist value 5% and thsi time user ...
3
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1answer
24 views

Test.StartTest() and Test.StopTest() works with Time Dependent Work Flow?

I'm not able to find documents on this topic. If my update trigger updates an object which in turn fires a time-dependent workflow that updates a field named "workflowField__c"(update field , 1 hour ...
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1answer
28 views

Writing a Workflow rule [closed]

I am new to Salesforce and I am asked to write a Workflow to capture the last time a User was deactivated. What steps do I need to take to create such a Workflow?
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3answers
51 views

I need to change Phone format on contact object in xxx-xxx-xxxx

all I want to change phone format which is default (xxx)xxx-xxxx to xxx-xxx-xxxx on contact object Phone field using workflow
0
votes
0answers
23 views

Workflow is not working as expected

Hey i got a scenario like i have a custom field called Demo date in custom object. So i got a requirement like user had to select date only once.If they try to modify they will an error. So for this ...
0
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1answer
32 views

PRIORVALUE formula

I need a formula where if the custom field (type:currency) is not edited while the record is edited and saved, the custom field value should become zero otherwise it should hold the new value which is ...
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1answer
18 views

Mass Email Alert to Salesforce Users

We have a requirement to alert the opportunity owner 90 days after the opportunity was created and meeting certain data criteria. We need to issue this alert on a daily basis for all matching ...
4
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2answers
82 views

Will Trigger and Workflow get fired while using Bulk API

I am trying to upsert records in Account using Bulk API. After upserting records I need to update some of the custom field values to standard field values using trigger or workflow. Is it possible ??? ...
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1answer
32 views

workflows : How to create a Workflow [closed]

Our team works on solving Tickets that are related to SFDC. Say for example,"The page is not visible".After the solution is provided,generally we don't get any reply from the user or the one who has ...
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1answer
28 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
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1answer
86 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 ...
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2answers
23 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
27 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
35 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
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1answer
24 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 ...
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1answer
40 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) ...
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votes
2answers
252 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
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1answer
22 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
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1answer
43 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 ...
0
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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
41 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? ...
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2answers
27 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.
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2answers
30 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
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1answer
20 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
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1answer
32 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
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0answers
23 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 ...
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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
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1answer
21 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
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1answer
19 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 ...
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2answers
36 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
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2answers
36 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
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0answers
30 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 ...