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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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Is there any way to customize Task notification template which means adding custom activity field data into template [on hold]

Is there any way to customize below task notification template New Task To: has assigned you the following new task: Subject: <> Request Log: Priority: <> For more details, click the ...
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1answer
15 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
16 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
27 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
19 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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13 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
14 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
27 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
33 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
24 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
18 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
39 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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14 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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27 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
61 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
347 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
40 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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14 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
12 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
13 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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119 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
48 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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18 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
47 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
33 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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52 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
28 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
31 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
28 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
11 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
51 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 ...
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39 views

“Unverified org Wide Email Address” Error on Workflow even if email is verified [duplicate]

We have a org wide email addressed which has been "Verified" into our sandbox. I understant org wide email addressed is unsupported metadata, so this was achieved as pre deployment step. Into our ...
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1answer
35 views

workflow and time based workflow help

Is there a way to assign a timebased workflow for the following? I have 2 fields, reminder__c, and registration_date__c. If my reminder__c is blank for 14days or more after my registration_date__c, i ...
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1answer
31 views

Time-based WFR or Trigger?

I'm looking to create a follow-up Task record if a Case has been in certain status for a certain period of time. Essentially like this: (Picklist) Case Status: X (Date) Case Status Update : 01/...
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2answers
23 views

Help with Workflow for updating field

I have two fields: Area (Text field) Pricebook (Picklist field) both are on account. My requirement is to create a workflow in which if pricebook field is there so area also get update with it. But ...
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1answer
21 views

Formula field to be changed when a record gets 'reopened'

I have a custom object named Requirement (a Job) that have several related child objects (Applications, Submissions, Interviews, Placements etc). On the Requirement object, I have a formula field ...
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1answer
30 views

I have created one workflow rule to populate one field(workflow field update) if it is blank

I have created one workflow rule to populate one field(workflow field update)  if it is blank, but it is getting overridden with WFR even if I am manually entering data in that field. Workflow rule: ...
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1answer
27 views

need workflow formula if age is between 18 and 20 i should get confirmation email

need workflow formula if age is between 18 and 20 I should get confirmation email IF ((TODAY() – Birthday__c) / 365 < 30, “20-29”,
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1answer
28 views

Creating Cases Object Automatically Based on Current Date [closed]

I am attempting to set up logic that will run and create a Salesforce case if the current date equals either June 1st or October 1st. I've been looking at process builder as one solution, but am ...
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1answer
20 views

Need solution on Child to parent if Parent values is changed to something else

I have a requirement where My custom Object(Market__c) is lookup of Account . Whenever my Account type value is changed from Inactive to Active I Need to capture current date to(Captureaccount__c) ...
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1answer
35 views

Update users field on account using workflow or process builder

I have one field on user (Employee Number). Whenever the status of the account (Status__c) change to 'permanant'. I need to capture the employee Number in one of the account field ,who will chnage the ...
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2answers
169 views

How to perform field update before a Validation Rule? (without code)

I have a requirement in which I have to check a Cases Owner before I can insert a task. It should only allow task creation on Cases with Owners which are not queues. At first, we tried accessing the ...
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0answers
29 views

Workflow rule has access to Org data when running in a test context

I have an interesting situation, and I am working a Case with SF Support on. I though I would ask the same question here and see if anyone else has seen something similar. It starts with a Custom ...
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1answer
40 views

Using Process Builder to set Date field on Contact upon sending Mass Email

So far, I have attempted to build several processes to achieve this using the Process Builder. None of the processes are completing, or firing for all I know, because I don't get an error message if/...
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1answer
29 views

Remove Reply-To email address

I am working with the approval process. When the workflow send the email alert to the user. The mail contains the reply-to email adrress which is wrong. I want to remove that option OR set it to the ...
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0answers
31 views

Indirectly reference users in workflows, process builder, etc

What are our options for abstracting away references to user accounts in Workflows and process builder flows? I have consultants delivering to me workflow metadata that hardcodes user emails or user-...
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1answer
33 views

How to store Currency in limits in currency field

I have a requirement where I need to store values in currency field as $2,00,000/$3,00,000. Basically, that field will be used to denote limits. I cannot do that using a currency field. WHen I tried ...
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1answer
22 views

email alert for customer on custom object

Could you please help me with the below: We have a custom object A containing fields of customer's name and email. When a new record is created for object A, The customer should receive an email ...