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Results tagged with workflow
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user 2771
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
2
answers
2k
views
Use field values on task auto-creation via workflow
I would like to do this in workflow if at all possible, but should have no problem coding it in APEX if required; I have prior Java coding experience. … The issues I've experienced thus far are:
Can't create a workflow rule to run on creation of a new object with no filter criteria. As a workaround I simply set this to match * for a required field. …
- 815
0
votes
1
answer
224
views
Create a task if a particular if a date lapses? Scheduled APEX the only option?
Note that there is no activity on the record that would cause a workflow rule to fire.
Is creating an APEX job the only solution for this? …
- 815
3
votes
0
answers
413
views
Workflow: Assign task to Account team in hierarchical fashion?
I have also set up a workflow rule to create a task when a check box is updated at the account level.
The task is created and assigned to the project manager on the account team. …
- 815