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Results tagged with workflow
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user 21657
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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2
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Household Email Alert when Custom Object Record is Created
My question is: How to create a workflow rule that automatically email alert's the contacts household email address when an absence has been created for that contact? … What I've done so far: Created a workflow rule that triggers whenever a new absence is created. When I go to create the email alert, there aren't any recipients for Contacts.
Thanks in advance! …
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answers
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Workflow to create daily report
I am trying to create a workflow, or another creative way through salesforce, to keep track of my daily 'excused absences'.
Our clients have their kids enrolled in our programs. … My question is, is their a way to configure a workflow to automatically create daily reports compiled of Excused Absence records sorted by date? …
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