Questions tagged [workflow]

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.

Filter by
Sorted by
Tagged with
0
votes
0answers
16 views

Workflow Rule - Only if created by specific object

Is it possible to create a workflow rule that only triggers upon creation/edit of an object if that object was created due to a specific object or another workflow rule? Basically, I have an object ...
0
votes
0answers
16 views

Set “current User” in Workflow Rule - Fiel Update Action

I have a Worklfow Rule which changes a field Value. I have different User which will trigger this Workflow Rule. In the Field History of the Object, the respective user's name will show up. However I ...
0
votes
1answer
42 views

trigger recursion and workflow and non workflow fields

I am trying to sync opportunity to third party only when fields of opportunity gets changed. By comparing the oldMap and newMap, I determine whether there is a change in fields or not, and if I ...
1
vote
0answers
20 views

Paused flow interviews vs time-based workflow

Do paused flow interviews and time-based workflow process in parallel? each can process 1000 records per hour. if I have 1000 paused flow interviews and 1000 time-based workflow actions scheduled to ...
0
votes
0answers
15 views

Send an email having uploaded attachments and Cc,Bcc recipients without using Apex Messaging.SingleEmail method [duplicate]

I am implementing a requirement in Service Cloud to track incoming and outgoing emails for some Purchase order Custom object. Within this we have to group some records and send email alert to ...
0
votes
1answer
39 views

how to capture multiselect picklist value in text field using workflow

I am trying to copy picklist value from workflow field update and when record is created and edited. but the problem is multiselect picklist values support only include and includes function. so multi-...
0
votes
1answer
29 views

Check if record exist with specific value when creating one

I took over for a Salesforce Admin and I am pretty new as an admin, but have used Salesforce as a salesperson before. We have a custom object called Logs, and our non-profit has case managers that ...
0
votes
1answer
20 views

Is there a way to return a specific time through formula field?

We have a requirement in our org, we would need to send out email notification every morning at 8 am. I don't want to write apex code and was thinking to do this through time-based workflow rule by ...
0
votes
1answer
60 views

Trigger(after update event) is not firing after time based workflow rule executes

I have a time based WF rule which runs based on 'Effective To' field value on a record. and there is a after update trigger on the same object. Wen I manually update the record(status field), it fires ...
-1
votes
1answer
28 views

Workflow rule for 180 days [closed]

I want to send an email after 180 days. Requirement is like application status is started and it is in idle stage for 180 days then only email should get sent. So how can i achieve this using workflow
0
votes
0answers
43 views

Convert created process builder from workflow to invocable

We have a process builder which is already activated and now we have to change to InvocableProcess so instead creating everything from scratch, is it possible to convert process to invocable so that ...
0
votes
0answers
26 views

workflow rule not firing update field action

The requirement is to write a workflow rule on certain custom object for field update and the condition is "if Status__c(formula text field) value is Block and picklist value of Rule__c field is ...
0
votes
0answers
27 views

workflow rule/process builder not firing for field IsEmailBounced in Contact

I trying to create follow-up tasks when a Contact email is bounced. There is a standard field in salesforce called IsEmailBounced which I am using to determine whether or not I need to create a task, ...
0
votes
1answer
20 views

Default value for custom price field to product's price list. Object has Product [closed]

New at Salesforce. I'm creating a transaction detail where you select the product, then the price field would auto default based on the product's price list (but can be overwritten). I assume you ...
2
votes
2answers
361 views

Process builder not working properly when updating multiple records at the same time

I have a process builder that executes just fine when there's a single record update. But not updating all records when there are multiple updates at the same time. PB calls a flow, flow makes the ...
0
votes
2answers
46 views

Flow, get records element only gets the ID and not other fields such as name

I am new to salesforce so please bear with me! I am trying to create a flow that is triggered when I create a new record in a custom object (properties), and then it searches another custom object (...
0
votes
0answers
23 views

Wizard to manage page presentation

Imagine you want to buy a house. Lots of questions about education, work history, personal information, where have you lived in the past, on and on. These things organize into various SFDC objects ...
0
votes
0answers
23 views

Create a workflow rule and formula field when Lead status is changed from X to Y to Z

Display the number of days Counting starts from zero, whenever a new record is created or whenever the "Status" value is changed from its current setting using old and new values(ISCHANGED ...
0
votes
0answers
20 views

I want a Email Id for example. “Abc@gmail.com” to be added only to the recipient of the Email alert on workflow rule?

I have one workflow rule where there is one Email alert added to it, earlier there was a public groups added to the recipient and now the requirement has changed and there is one queue with the email ...
1
vote
1answer
45 views

Execute trigger after the workflow rules

We have many workflow rules on the account Object, one of it is it prevents the users from entering wrong data in to Location__c.I recently created a Trigger on the Account Object which looks for a ...
0
votes
1answer
23 views

Update case status after case auto response

I created a workflow and set rule to change Case Status to Awaiting Customer respons. There is also a auto response which will be sent after case creation. Now the case status is not changing to ...
0
votes
1answer
35 views

Field Update using Workflow

On a Agreement object I have End Date(date-data type) field , Auto Renew(checkbox), Terms months(number-data type), No of Terms(Data type-Number). End date should be updated based on Term month field ...
-2
votes
1answer
26 views

Workflow field update (date field) [duplicate]

On a Agreement object I have End Date(date-data type) field , Auto Renew(checkbox), Terms months(number-data type). End date should be updated based on Term month field when Auto Renew is checked. For ...
0
votes
1answer
33 views

Can we update related objects records in process builder without having direct relationship

I have a object(fulfillment) when i try to create a record for object(transferorder) based on closedate and stage values in object(poc),those values are updated with new values.Here I don't have ...
0
votes
1answer
18 views

Is there a way to create a Workflow Rule to send administrator an email only when a new opportunity is created by a Partner Community?

In our Org, we allow Partner Community members to create and own Opportunities. As the administrator, I would like to receive an email alert only when Partner Community members create an Opportunity, ...
-1
votes
1answer
18 views

Workflow formula - If Email field is populated with either 2 people then workflow email alert is sent

If Email field is populated with either 2 people (Sam or Mark) then workflow email alert is sent. Error: Incorrect parameter type for function 'or()'. Expected Boolean, received Text IF (OR(RIO__r....
0
votes
1answer
30 views

Custom field to track field history as a log

I have a requirement where field history of custom field Account_Update__c should be tracked as a log in an another custom field called Account_Update_Timeline__c which is a long text field. I'm aware ...
0
votes
1answer
18 views

Single workflow with different behavior depends on states

I got a requirement that I have to build a single workflow and depends on different states the behavior of workflow has to be different. Is there a way we can achieve like this in Salesforce?
1
vote
0answers
23 views

What should I do so that when the user completes the flow, Tile in the Guided Action Component should not be grayed out and unclickable?

What should I do so that when the user completes the flow, the flow tile in the Guided Action & Recommendations Component should not be grayed out and unclickable? P.S - This is a service console ...
0
votes
1answer
23 views

How can I create assignment rule on Account, Contact and opportunities objects?

I want to create assignment rule on standard objects (Account/contact/opportunity) I couldn't find, is it not possible to create assignment rule on Account/contact/opportunity objects ? My Scenario - ...
0
votes
0answers
216 views

List View Button to Launch Salesforce Flow?

I need to create a custom List view button that launches a Flow to update records. Is it possible to distribute a Flow via Custom List View button?
0
votes
1answer
31 views

Not receiving email from time-based workflows but shows in queue

I have a time-based workflow rule with 1 email alert and 3 field updates. Field updates are happening successfully but I am not receiving the email. I am using a VF email template. Email ...
0
votes
1answer
29 views

How to place a default text in a text field

I have an object and in that object there is a text field for example "Test" and when a record is created the test field should populate a default text in test field. i have an idea and create a ...
0
votes
0answers
24 views

PageLayout is delayed when record type is changed by workflow

I have two record type in Account object. RecordType1 => default RecordType2 When is the status changed from Open to Active. I'm using workflow to change record type to "RecordType2". When is the ...
0
votes
1answer
39 views

Auto Populate a text field which is marked as external Id and Unique

I have Accounts of 5 different record types. On Account is Custom Field, that is marked as an ExternalID and UNIQUE. Field Type =TEXT Length = 6 .   If an Account is identified as duplicate (based on ...
1
vote
1answer
52 views

Using Flow for Rollup Summaries

I am creating a flow to roll up Open opportunities that a contact is associated with. My general concerns with this design are: When a contact is removed from an opportunity they will not be updated ...
0
votes
1answer
30 views

Formula field to create a rating from a series of picklist values and checkbox field to update a WFR Field Update with rating from 1 - 8

WE are creating a workflow rule, field update formula. From a WFR. My users are requesting have one [Response]pickist and one checkbox [Response] TRUE/FALSE to update a Priority rating from the ...
0
votes
0answers
11 views

Merge Field In email Template from related object not calculating properly

I have an email that fires out to our Payments team when an Opportunity is moved to Closed Won. It takes a field on the Account called "Total Deal", which is a combination of formulas on the Account ...
0
votes
2answers
182 views

Lookup User Field in Flow is Failing

I am using the standard lookup in Salesforce Visual Flow and when I looking up to the User using the Contact OWnerId field, the flow fails. Here are the following fields I put in. Field API Name: ...
0
votes
0answers
29 views

Case being edited by Workflow shows last modified as Users' Name!

We have a Workflow that updates the Case owner to a Queue,when the status is changed. This Owner change is a time based action where the owner is Changed after 4 Days. Now when an Agent touches the ...
0
votes
1answer
39 views

Get prior value of lookup and fetch its field value [closed]

The requirement is to get prior value of lookup field (that is parent record) and fetch its field. Is it possible via formula field?
0
votes
0answers
11 views

How to hide select a closed stage window for cases in lightning salesforce

How to hide select a closed stage window for cases in lightning salesforce? Because Closed status is having only one value - Resolved.User does not want to perform additional clicks.
0
votes
1answer
42 views

How to assign value to lookup field without writing code

There are 2 custom objects. There is a lookup field in child object which contains pre populated reference value to parent object. Is there any way to populate lookup value in child object with "text" ...
0
votes
1answer
20 views

AutoClose cases with Manatory fields

This is the scenario. We use Salesforce primarily for managing inbound customer cases and have a workflow that will automatically close a case if: The customer has been emailed The status has been ...
-2
votes
1answer
41 views

Create one Record in a Week [closed]

I want a workflow to validate the creation of only one record in a week. If more than one created within the same week, should show error. How should I do this?
1
vote
2answers
56 views

Process Builder,Workflow,Trigger [duplicate]

If we run a workflow,Process Builder and a Trigger run simultaneously,Which one work first?
0
votes
1answer
35 views

Create Workflow without criteria

I am facing problem with my serial no. for records. When there is no record created due to some errors, that record also gets a count and I'm unable to get an uniform serial count. What should I do?
0
votes
1answer
41 views

Order of execution issue- WF rules, AfterUpdate doesn't fire

I update an account record (lets say 1st record), in the debug log, I see BeforeUpdate is fired, validation rules , but nothing else - like workflow rules, duplicate rules, AfterUpdate In another ...
0
votes
1answer
52 views

Workflow Field update to Add 2 formula field doesn't calculate 2 fields Sum it simply shows 1st formula field's calculated value

I have 2 formula fields A and B and then I'm updating C= A+B through workflow with criteria as Created and Every time its edited and formula as True. Workflow i used due to formula field size limits. ...
0
votes
1answer
43 views

Evaluate a trigger after all workflow (and other automated updates) have completed

I'm working on a project that needs to evaluate that uses a trigger which will check the object against a bunch of rules criteria to see if the data meets some conditions that the user can configure. ...

1
2 3 4 5
27