Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

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.

0
votes
0answers
4 views

Possible options to mass update based on threshold number

I need help on how to mass update records based on the threshold number. For example, if the Opportunity amount is between $100,000 and $200,000, I need to update the Opportunity type which is ...
-2
votes
0answers
14 views

autofill address field using lookup relationship [on hold]

I am new to saleforce and I need to autofill the address field in contracts object using a lookup relationship from the object contact. Preferably by creating a workflow rule or a trigger.
0
votes
0answers
11 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, ...
0
votes
0answers
15 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 ...
2
votes
3answers
48 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 ...
3
votes
3answers
304 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 ...
0
votes
2answers
36 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 ...
0
votes
0answers
13 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 ...
0
votes
1answer
8 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 ...
1
vote
1answer
24 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 ...
1
vote
1answer
12 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 ...
3
votes
0answers
54 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 ...
-1
votes
0answers
24 views

basis of record type create a workflow

I am creating a workflow rule on "Quote Line Item" object with the evaluation criteria "Evaluate the rule when a record is created, and every time it's edited". In field update i want to update a ...
2
votes
1answer
47 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 ...
0
votes
0answers
17 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 ...
1
vote
1answer
43 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. ...
3
votes
1answer
29 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 ...
1
vote
0answers
47 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 ...
1
vote
1answer
27 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 ...
0
votes
1answer
18 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 ...
0
votes
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 ...
0
votes
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" ...
0
votes
3answers
33 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 ...
1
vote
0answers
27 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 ...
-1
votes
1answer
33 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 ...
0
votes
1answer
26 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/...
0
votes
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 ...
0
votes
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 ...
0
votes
1answer
29 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: ...
-1
votes
1answer
24 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”,
0
votes
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 ...
0
votes
1answer
18 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) ...
0
votes
1answer
30 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 ...
1
vote
2answers
151 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 ...
0
votes
0answers
25 views

Notification mail when missing records

We are using Salesforce to register time worked by employees (Salesforce users). I would like to send a notification e-mail to all users who have not entered their time worked for last week. So the ...
2
votes
0answers
26 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 ...
0
votes
1answer
38 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/...
0
votes
1answer
27 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 ...
1
vote
0answers
27 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-...
0
votes
1answer
32 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 ...
1
vote
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 ...
-1
votes
1answer
40 views

Workflow and Process builder field update [closed]

Can anybody please clarify the Difference between the Workflow field update and Process builder field update? (field update through process builder vs field update through workflow)
0
votes
1answer
16 views

Issue With workflow rule

OR(ISNEW(),ISCHANGED(Quantity),IF(Quantity > 14)) Giving me an error - "Incorrect number of parameters for function 'IF()'. Expected 3, received 2" Any one can help ?
0
votes
1answer
15 views

Is there a way to take associated files on a record and create chatter posts with them through workflow or process builder?

I'm trying to launch a Customer Community Plus community and have hit a roadblock. I'm needing to share files that we've attached to one of our custom objects (called Sleep Study) with external users....
0
votes
1answer
96 views

Updating child and parent records using Workflows and Processes

I am not sure but my understanding is that using a workflow, you cannot update a parent record from a a child. You can however update a child object from a parent. Is this correct? Also, using process ...
0
votes
1answer
24 views

We have to update a field value from other object field value based on a certain condition via formula field or not

We have 2-objects called A,B and A is the parent and B is child. We need to update X-field value(Date data type) on B object with A object's Y-field value(Date) whenever A-object's STATUS changes to ...
1
vote
1answer
19 views

Can I use $Permission in a Workflow Rule?

I've checked the documentation (and the stack exchange) and have only been able to find references to it being used on: Validation Rules Visualforce Process Builder Can I also use it on a Workflow ...
0
votes
0answers
14 views

When running a Flow the process stops users from making any edits until a refresh?

Basically when filling out information on the system it will trigger various Flows/Processes but when a Flow/Process is running the user is unable to edit or save until refresh. Why does it do this ...
0
votes
2answers
31 views

Workflow related to field update scenarios [duplicate]

If we create2 work flows( field update)on same object which workflow rules will exceute first ?
0
votes
1answer
92 views

Change case owner using workflow rules doesn't trigger the email notification

We have a lightning community with a "Create a case form". Using a workflow rule we assign the case to a queue (by default it is assigned to the community user) and we expect that the users of that ...