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Results tagged with workflow
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user 7621
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.
1
vote
only fire workflow when value changes
You can try to change your workflow criteria to everytime a record is created or edited to subsequently meet your criteria. …
- 1,029
0
votes
Workflow rule on opportunity to check account status (custom field) and update opportunity f...
Please check record type of opportunity record and also make sure that your workflow is active and there is no other trigger which is changing status. …
- 1,029