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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Convert workflow rules with Evaluation criteria to Apex code

I have criteria in the workflow which need to convert to apex code. Here is the WF rule and criteria to convert. Rule Criteria: Opportunity: Status EQUALS Service Evaluation Criteria: Evaluate the ...
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Workflow rule to update contact field. Syntax error missing ")" [closed]

I have a custom object with a picklist field. When the picklist is selected I want a field on the contact object to be filled with the selected value. I am trying to create the formula for the rule ...
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Prepopulating company name in Lead object

I want to prepopulate the Company field in the Lead object. The idea here is that I don't want a Company Name in my Leads ie the Account object is not necessary for me. Now, as you know the company ...
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Notify owner when opportunity stage wasn't changed for more than 100 days

I'm an experienced user with the flows and workflows but got stuck with this problem. Basically, I want to notify opportunity owner when the stage wasn't change for too long. Let's say I got stages ...
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Salesforce Flow Limitations - Loop vs Batch Records

I have recently been digging into salesforce flows. I created quite a large flow (basically a series of subflows). It all worked as expected, and was based on when one of my objects was created or ...
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Can I prevent access to workflow rules in Production?

I am working on restricting System Admins from being able to use workflow rules in Production. I need to provide access to Customize App profile because it has other necessary permissions, but I don'...
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Evalution criteria in record-triggered flows vs apex trigger

Due to some performance issues, I plan to migrate the Record-Triggered flows to the Apex trigger code. I wrote all the criteria logic and updated the records in the Before Insert and BeforeUpdate ...
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Any way to find the deleted workflow rules?

I was helping my company to mass update CASE records in one of our sandboxes. In order to expedite the process, I deactived all its workflow rules (object Case) before the update. After the update is ...
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Copy value from Opportunity field: "Amount" when the Amount changes to custom field

I have been asked to capture what the last (or prior) value was in the Opportunity "Amount" field when the Amount changes. I have tried IsChanged and PriorValue workflow rule, but both ...
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Flow: Account record created then create custom object record and associated Account

scenario: I have an Account object and an custom object (Employee__c) Note: Employee__c object has lookup field of Account object. Whenever the Account record is created then create an Employee__c ...
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Record triggered flow. Work around for adding a pause/wait?

So I'm trying to create a record triggered flow from the Quote object. My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
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Calculating the start of a new month in SF

So essentially what I'm looking for is to be able to calculate the start of a new month. So for context, there is a checkbox that I want to clear at the start of every new month (if it's ticked ofc). ...
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Hourly limit exceeded for processing workflow time triggers salesforce

I am facing an issue on "Hourly limit exceeded for processing workflow time triggers".I found a way to increase the org limit.But is there any way I can understand which workflows are ...
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How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
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Replacing OpportunityLineItem related workflows by one or more flows

Not a question, but my experiences, from which hopefully someone may learn something. Salesforce has announced that workflows and processes must eventually be replaced by flows. Our org has 4 ...
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Workflow not working while updating record

I am working on a workflow rule Rule Criteria (Opportunity: Opportunity Record Type EQUALS Express Program,Express Post-Compliance) AND (Opportunity: StageEQUALS Awarded) AND ((Opportunity: Sub-...
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Workflow Rule Update to Weed Out Specific Users

We have a workflow rule in place to send an email alert to our Sales Leadership team when an Opportunity of certain record type is Closed Won. I need to modify this workflow rule to not send the alert ...
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Send an email notification on for all Task due on that day

I want to send an email notification on the day the task is due. I created a time triggered flow checking to execute on "Evaluate the rule when a record is created, and any time it's edited to ...
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Automate changing a lead's Lead Status based on its Pardot Engagement

I have a requirement where we would like to automatically change the lead status of a lead from "Unqualified" to "Nurture" (These are custom lead statuses) if the lead happens to ...
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order of execution in Salesforce isuue

i need a small clarification on the order of execution in salesforce. Like i have trigger and Workflow field update both on Record insert operation/event, so in this case the final value will be from ...
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Roll-up Summary of Multi-Currency field not accurate

We have a Roll-Up Summary Field on Opportunity called "Net Deposits" that sums up the Sales Price of the Opportunity Products. We have enabled Multi-Currency for our org (Corporate Currency ...
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How to redirect a user after an auto launched flow to a specific URL

I would like your advice on the best way to achieve the required behavior Our process is the following. We get a new lead from one of the communication channels Our user communicates with the lead ...
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-2 votes
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Can we add LookUp relation between custom object and custom metadatatype [closed]

-->Can we add LookUp relation between custom Object and custom Metadata type? --> My second question is, is it possible to create a picklist field with empty values and then we need to add ...
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Building date based on the selection from the user

EDIT: CASE( cycle__c, 'Monthly', ADDMONTHS (selected_date__c, 1), 'Yearly', IF( AND( MONTH(selected_date__c) = 2, DAY(selected_date__c) = 29 ), DATE(YEAR(...
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why flow is sending multiple emails

My flow is doing the following: schedule-triggered flow is going through the records in a custom object(object containing details of external contractors). when it finds records that match the given ...
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250 views

How to automatically Trigger a workflow when Date/time passes?

'Last date' is a Date/Time field, as soon as time is passed on the particular date populated in this field, I want to update another field Status as 'Done'. As there is no record update in our case, ...
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Update Opportunity Stage when Quote Status is Changed [closed]

Is there a non code way to solve this? I need the the Opportunity status to be updated (closed won or closed lost) when the opportunity's quote' status is changed to accepted or denied? I tried with ...
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need help with Workflow Rules formula

I am working on a workflow rules assignment and I am stuck on a field updation task, I need to update a field called 'Trainer Category' with values such as Platinum, Gold, Silver, and Bronze based on ...
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Two workflow rules with different formulas firing for one scenario

I have two workflow email alerts when a case is created from an email (email-to-case). Workflow rule 1: CONTAINS("qa.cancelholidays@gmail.com", Source:EmailMessage.ToAddress) Workflow rule ...
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How to create a trigger to prevent admins/devs from creating new workflow rules/process builder

So with flows replacing process builder and workflow rules there's a problem in my org. Admins in other departments whom i'm not the boss of continue to make these, but org wide it's been stated we ...
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Trigger an Auto launch flow when a record is deleted

I want to trigger an auto launch flow when any record is deleted. It works fine when a record is edited and created which is invoked from the process builder. My auto launch contains a pause element ...
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127 views

Flow Trigger when Field is changed from Certain Value

This has been tricking me up all day and I would love some assistance. I have a flow that I need to update field1 when field2 is updated. The tricky part is I only want this to happen when field2 is a ...
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Update Number Field on Custom Object based on Opportunity Stage

I would like to update a Number field on a custom object when an opportunity's stage changes to one of a set of options (picklist). I have multiple opportunities related to each object, and need to ...
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122 views

Flow based on an Objects History

Is it possible to build a flow based on an objects history. For instance, if I wanted a fields to update whenever another field is changed by one specific user. How would I go about this I cannot seem ...
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1 answer
601 views

Send email alert when opportunity stage equals 'closed lost'

I have created an email alert, an email template and a workflow. The workflow is Active, with the following rule (for testing): Opportunity: Stage EQUALS Closed Lost Evaluation criteria: Evaluate ...
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108 views

Filter child's picklist values based on parent object's picklist value

I'm trying to make the picklist options from a child object dependant based on the option picked on another picklist on a parent object. Both objects are custom objects. I had found the solution given ...
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Am I able to create a button or script that once activated/clicked, it goes on to click multiple other buttons?

In our system, we have a custom button on each record called " generate certificate" that downloads a certificate listing that records information. So whenever we update the records ...
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Process Builder Email Alert Error

Email aleert is succesfully sent by Process Builder, But receipent also receving error Probably Limit Exceeded or 0 recipients in 2nd MAIL. Related User: Allocate by is Receipent of Email Alert. On ...
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-3 votes
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Which to choose Workflow Or Process Builder [closed]

We are often asked in an interview that which one you will choose Process builder or Workflow for update the record or create the record so here I stuck with the answer with suitable reason. Can ...
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48 views

High API usage, repeated calls!

Over the weekend our Salesforce environment is now getting thousands of API calls every hour. We have custom integrations that have not changed, nor have any API's been deprecated, or any server ...
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14 views

dynamically show a text field

On a Licence Request record, if a specific value is selected from a picklist, then a text field should be dynamically displayed on a Licence Request Key record. Can this be done via a formula or ...
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How to trigger a flow if a milestone violation feed inserted to case

We all know salesforce has a known issue the field update from milestone does not trigger workflow/flow. https://trailblazer.salesforce.com/issues_view?id=a1p30000000SU70AAG So I tried to enable ...
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Using parameterized custom lables in Flow Builder in SEND EMAIN body

I'm trying to create a simple flow that will send an email notification when the record is updated or deleted. I also want to use Custom Labels for the email body. This Labels should be parameterized ...
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1 vote
1 answer
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Your organization has reached its hourly limit for processing workflow time triggers

There are a lot of similar question, but I'm trying to research why I get this message. I was looking into scheduled jobs and time based workflow. I am aware of the limits. Since I didn't find ...
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Field update action not working as expected

I have created a workflow on the Order Line Item object that fires when a custom field named Customer Budget is Changed. I have added 3 field update actions under this workflow rule. To update a ...
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Field Update via Workflow in Salesforce [closed]

In workflow criteria A field City is updated when criteria is met Ex- Ar>10000 then city field Is up dated as Kolkata Now when we decrease the AR to 100 why city field isn't blank . As the ...
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-3 votes
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Use of $ symbol in formulas [closed]

can you please help me with my query:- What is the use of $ symbol, especially in validation formula's please explain with example? I have attached screenshot of validation rule where $ symbol is used ...
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Related Record Flow

I am working on a flow in which i am creating 2 object records (contact and opportunity). The flow is creating records but they are not related records. how do i link them so that when contact record ...
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-2 votes
1 answer
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How to trigger email alert in salesforce using workflow rules when status changes from "New" to "Approved" [closed]

I have a picklist named status which has different values to select. I want to trigger an email alert using workflow rules only when the status is changed from "New" to "Approved" ...
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1 answer
158 views

Flow Executes on Manual Update but not Automated Update from Process Builder

I have a situation in which I'm using Process Builder to update a custom object (A2D) status (which I'm calling Technology_Lifecycle). The Process Builder executes as intended, and the ...
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