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Questions tagged [workflow]

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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9 views

Time-based email alerts for new Opportunity after Lead conversion not working

I need email alerts to go out in 3 time intervals after a Lead is converted to an Opportunity (with mapped "Submission_Id__c" <> NULL). For example... If after one hour an Opportunity is in "Open"...
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22 views

Workflow Field Update giving an exception Error

I am using the Field Update Workflow with the below scenario- If Length of name(Field)is Blank - Error Message: Name length is invalid If Length of name exceeds 35 - Error Message: Name length is ...
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15 views

Update case record when Email Message Status changes

want to update a checkbox whenever related email message status gets updated From "New" to "Read". I tried with workflow and trigger, neither worked. Somewhere on Stackoverflow, I found Email ...
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10 views

VF Email template not including child records when sent from trigger

Below is my VF email template which includes all child records when I use preview functionality in salesforce, but doesn't include child records value when sending it through trigger. <messaging:...
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1answer
18 views

In classic email template how to add an attachment from record Attachment?

Created the following: Workflow with alert notification using classic email template. Document controller that queried Attachment object Apex component to be used in classic email template ...
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1answer
35 views

Salesforce ORG Development Model Migration

I am just starting out with my first migration using the salesforce org development model in VS Code. I pulled in my project from my sandbox environment and made my changes and deployed my file back ...
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21 views

Workflow formula — Simple or double quote?

I've a collegue who is asking me what difference one has to the other, I have to admit I don't have an exact answer.. What is best practise in this case ? Which one do you choose, and why ?
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1answer
18 views

Create a task if a particular if a date lapses? Scheduled APEX the only option?

I feel like I may be missing something obvious here, but I have a certain field that is populated with a future date. I would like to ensure that follow-up tasks are created when that due date lapses, ...
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1answer
32 views

Process Builder vs workflow Limitations

I know this was asked multiple times with variable context. I have gone through the SF documentation regarding Process Builder & Workflow limits & different use cases but I'm still unable to ...
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1answer
27 views

Field update workflow not updating field value

There is an object called CustomerOfTheWeek. It has a lookup field called Account. There is another field called Account Type, which is a field update (+ workflow rule) which for the purpose of ...
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1answer
30 views

Update custom object upon opportunity stage change

I recently managed, with your help, to list available real estate properties (a custom object) based on its linked Opportunity StageName. Now I noticed that this method will eventually return false ...
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1answer
16 views

Configure the FROM of send email on Case

Is it possible to configure the emails that appears on the "FROM" based on the profile or role or some type of criteria of the current user? If it is, how can I do it? thanks in advance
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22 views

Error: your organization has exceeded the request limit for the service you are trying to access

A number of users in our org are seeing the above error when trying to edit then save an opportunity. The few articles I've seen on this reference it occurring when you have a high number of workflow ...
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23 views

Auto-Populate a Lookup Field without Saving? Is This Possible?

is it possible to auto-populate a lookup field without saving the case record type? (without code/via config) Scenario: Case Record Type. -User uses lookup field 'Client Product' to select a ...
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1answer
25 views

Email2Case - Change Value on a Case when Client reply an email

Problem: We have email-to-case implement. So client send an email to abc@abc.com and Salesforce automatically creates a case, this triggers the EmailMessage. And the Case Owner sees the case and ...
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1answer
43 views

Email Alert on status field selection. Flow Trigger to compare last modified date

I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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1answer
15 views

Cross Object Email Alert using Workflow

I have a custom object called Employee__c which contains an custom email field Email_1__c and also this object is one of the Parent to a Junction Object called Joemp__c. I have an custom picklist ...
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2answers
43 views

Best to avoid Scheduled Actions in Process Builder?

We have been using Process Builder instead of workflow for many years now. But we have been bitten a few times by problems with Scheduled Actions in PB. Specifically, we were just bitten by the ...
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1answer
26 views

Picklist values activate or deactivate with workflow or process builder

I am working on the Opportunity Record and we would like to have a more granular reason as to why a Product Opp was lost to a competitor. The business folks want a single picklist but this picklist ...
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1answer
18 views

Workflow in place of Auto Response

This may be very vague question, but I have a small doubt on Case Auto-Response rule. Can I achieve the same scenario of Auto Response Rule with Workflow on Case Object.I kept think about this, but ...
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1answer
32 views

Workflow based on activity history subject

I would like to be able to create a Workflow that updates a custom field on a Lead object with a timestamp containing the current date only when on that Lead there is a Task on the Activity History ...
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1answer
22 views

Workflow Outbound Messages not available

We're making an app in Salesforce that uses Outbound Messages, but we realised that not all orgs have them. Is there a way to make Outbound Messages available to orgs that do not have them ?
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14 views

How to allow user to create document, but not access it, but know that it exists

Does anyone have an idea of an elegant way to allow a user to create a record, but not access it again, but know that it exists. Use case: I want to save a record based on a some information. ...
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20 views

Does Salesforce and/or Field Service Lightning have an invoice option?

I would like to know if salesforce and Field Service Lightning have an option to bill/invoice the services that we would be bringing to out clients.
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1answer
18 views

How do I set up a workflow rule that emails a user one week after the opportunity is created?

Basically I want it so that 7 days after an opportunity is created, it sends an email to someone (This will not be the opportunity owner but a specified email) that reminds them it has been created. ...
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1answer
29 views

Getting 'Error: Syntax error. Missing ')'' in formula but can't find where

I am writing a formula that will execute a workflow action to change an ownership of an opportunity to the database. However, if the user making the change on the opportunity is one of three profiles ...
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2answers
41 views

Execution order of Trigger, Workflow and Process

I have a question regarding the execution order of Trigger, Workflow and Process. I know there are plenty of resource there but none of them match my case. Right now our project have bunch of trigger ...
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1answer
38 views

Process Builder: How can I call another object while creating Work Order?

I'm trying to make the following happen. When creating a Work Order there are two fields that hold a master-relationship (Accounts & Assets). I want to create a process that allows me to call the ...
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1answer
23 views

Workflow email action on Object

I have a custom object called Employee__c which has a Send_Email__c checkbox. On toggling the checkbox to true, I wanted to send email to that particular employee with a particular email template ...
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2answers
43 views

How to identify the occurrence of 2 identical instances of an object? without using APEX code or Triggers

SObject: Student[Parent] and SObject: Exam[Child] (master-detail relationship) An exam candidates who has to take 15 types of exams, and where he can only take an exam maximum twice. If he fails more ...
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17 views

How to update community user username based on the email

I have a community with community users created from contacts. I want to have a process which updates user record if a related contact record is updated. It works for Email, Phone and other fields, ...
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38 views

Issue with hour of Scheduled Date for Time based Workflow

I have the following issue. I have 2 Workflow rules, one to send an email 30 days before 'Close Date' and another one to send an email 60 days before 'Close Date'. The 30 days workflow is working just ...
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3answers
87 views

Send mail when contract is less than X days from expiry

EDIT: I should have mentioned that the main problem is not to make a time dependent workflow rule, the problem is that I want this to work for all existing contracts that most likely will never be ...
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3answers
349 views

How can I know if it's the last execution of an After Trigger?

Imagine one object with 20 fields, field1 to field20. Some of these fields I have Process Builder in place, some of them I have Worflow Updates, and some of them are 'bare field' (i.e. PB and WF does ...
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2answers
50 views

Updating a custom field with a default value of 0

I have created a custom field to track agent replies per Case, but the default value I have set is 0 (obviously) and the workflow rule I created to update this field only triggers when the agent ...
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15 views

Prevent user from receiving workflow email updates

I have a workflow rule that sends immediately sends an email update when a record is updated and anytime it's subsequently edited. This rule is to update users that they have been assigned a new ...
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1answer
20 views

Can I use a workflow rule to remove campaign members from one campaign when they are added to another

I have created a process builder that adds members to a SFDC campaign (Campaign A) when they meet certain criteria, as part of the criteria when a member of the campaign is not active for 60 days they ...
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1answer
25 views

Workflow rule to stop field update

Scenario is if field contain a value and you want to update then the value of that field is not update. else if field is null then that field is to be updated. To full fill that condition i create a ...
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1answer
18 views

QuoteLine Item Standard object “Discount”

Scenario : If Check box field "Referencing Pricing" is true then set discount 100 % . I created a workflow and set the value for discount as 100. But when i am testing this functionality and check ...
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215 views

SFDX: Deploying workflows with email alerts using org wide email addresses

I have an issue where I am not able to deploy workflows to my scratch org because the workflow contains email alerts that specify an Org-wide email address as the sender. The error I get is: You must ...
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1answer
52 views

Workflow or Process Builder?

I'm creating a scenario where upon a Queue change: The resolution (text area) is updated with "XYZ text" The Staff member (ticket owner) is changed to "XYZ user" Those are technically 2 field ...
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22 views

Screen Lightning Flow, Look Up a Record By Name in a Text Field

Is there a way (without a Lightning Component), to insert a Text Box that Does a Look Up for a record, like in the Product Fields that you get all the options for possible products, or in any Account ...
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1answer
52 views

Is it possible to roll-up summarize child records based on a lookup field?

I'm not sure whether this works or whether I'm doing something wrong so here goes: I want to have a COUNT rollup summary field that summarizes opportunity products that have a value in a lookup field. ...
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1answer
34 views

Time dependent workflow email alert - dropping fields

I have a visualforce email template. When I send it via the 'send test and verify merge fields' button it populates correctly with all fields. When I send it via an immediate workflow action - it ...
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0answers
59 views

Computed an invalid date, such as February 29th in Salesforce,

I have a workflow rule in place that updates ReminderDateTime when from another custom DateTime field which is a formula field on the same object. But eventually when i tried complete a task, i am ...
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1answer
31 views

Workflow rule not executing after lead owner is changed

I have a process builder that sends newly created leads to an account queue to be round robin'd by some apex code executed in a before trigger if the new lead meets certain criteria. I then am wanting ...
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1answer
55 views

Workflow to send email with selected picklist value

The criteria are to create a workflow rule when Status (Picklist field) change to value (Delivered ) and ( Confirmed) then the email will be set and for which I am using email alert. below is the ...
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1answer
32 views

How to carry forward a certain Value of Record to the next record without an APEX code

I have an instance of an Object, which has the variables type = x, number_of_exams = 2, previous_no_of_exams = 0. In the next instance of the object, of the same type = x, I want the ...
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1answer
13 views

Stuck in Workflow

My work flow formula is : OR( ISCHANGED( Info_Kit_Request_Date__c ) ,ISCHANGED( Info_Kit_Type__c ), AND( ISPICKVAL( Info_Kit_Type__c ,Nut Rake) ) ) Its giving me an error "Syntex error :found Nut" ...
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3answers
80 views

I have selected notify assignee checkbox. But I am not receiving any notification email

I have created one workflow rule on a custom object to change record owner to queue.I have selected notify assignee checkbox while assigning record to queue. But I am not receiving any notification ...