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Results tagged with Search options user 40563

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.

3
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What are the criteria for when the Task should be created? Is it possible that you have the Workflow Rule's Evaluation Criteria set to evaluate when the rule is "created, and every time it's edited" rather than "created, and any time it's edited to subsequently meet criteria" (see screenshot below)? …
answered Feb 6 '17 by Brent Bow
3
votes
There now exists a free tool in the Salesforce ecosystem that perfectly meets this need: the Switch utility from Ben Edward's generous Salesforce Toolkit library. Check out the GitHub project here. …
answered Feb 20 '17 by Brent Bow