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Results tagged with workflow
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user 24268
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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Activity with Opportunity Workflow
I do not believe that you can do this with a workflow or formula field, as Activities is a special object. You would need to create a trigger that would then update the linked Opportunity. …
- 431
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How to create Lead Owner change Workflow formula?
Check when the rule is evaluated. You cannot use PRIORVALUE when you are have your evaluation set to "created, and any time it’s edited to subsequently meet criteria"
Check this out for more info.
h …
- 431