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6 votes
Accepted

Workflow rule order of execution

The order of execution is indeterminate. Technically speaking, the current implementation seems to be that the workflow rule created last will take precedence, but you must not depend on that behavior....
sfdcfox's user avatar
  • 494k
6 votes
Accepted

Workflow Rule (Ischanged) - Field is not updated when the record is created

Well, aside from the AND being extraneous, you need to add an ISNEW check to your OR clause if you want it to fire on create. The ISCHANGED formula returns false on create. OR(ISNEW(), ISCHANGED(...
Adrian Larson's user avatar
  • 150k
5 votes
Accepted

Send email to user when activated, using workflow rule

I am able to see the Email field of User in Email Alert and this is working. The specified email received email once User has been activated using Workflow.
Devendra's user avatar
  • 5,075
5 votes

can we receive outbound message on localhost for debugging?

You cannot use local host on salesforce. Your service had to be exposed on the internet. A quick and easy way to expose the local host to the internet would be using ngrok . ngrok allows you to ...
Mohith Shrivastava's user avatar
4 votes
Accepted

Struggle to understand reevaluation of workflow rules

Make sure that your workflow rules aren’t set up to create recursive loops. For example, if a field update for Rule1 triggers Rule2, and a field update for Rule2 triggers Rule1, the recursive triggers ...
crmprogdev's user avatar
4 votes

Struggle to understand reevaluation of workflow rules

While discussing about workflow rules, I think it is also better to discuss about process builder and compare it. Here is my testing on both workflow and process: (having re-evaluate workflow and re-...
salesforce-sas's user avatar
4 votes
Accepted

Can't reference User.LanguageLocaleKey in Formula Field / Workflow / Validation rule

Using Labels You can leverage the fact that labels are automatically translated, even in Formula Fields and workflow rules. Create a Label - "CurrentLanguage" "Translate" that label so that the ...
Rob Baillie's user avatar
4 votes

How to check if field value belongs to multi-select picklist with formula?

Includes is looking for a specific text value. "text". That's the 'Expected Text Literal' part of your error. You're trying to pass off the value of a field as text and you cannot do that. A better ...
Dan Wooding's user avatar
  • 3,578
4 votes
Accepted

Getting 'Error: Syntax error. Missing ')'' in formula but can't find where

I think you have a couple things going on here. You're missing a closing quote after $Profile.Name = 'Sales Operations You have a parenthesis that's unneeded after ISCHANGED(OwnerId) You need an ...
shannonsans's user avatar
  • 4,753
3 votes
Accepted

How to check if field value belongs to multi-select picklist with formula?

The brutally inefficient workaround would be to check the categories one by one and use a text literal for each: 0 < CASE(Category__c, "Value 1", IF(INCLUDES(Account.Categories__c, "Value 1"), ...
Adrian Larson's user avatar
  • 150k
3 votes
Accepted

How to access Owner Role via Formula in Contact object?

You can just use Owner.UserRole.Name in place of Owner:User.UserRole.Name.
Adrian Larson's user avatar
  • 150k
3 votes
Accepted

Field Update in Workflow Rule

You should use something like the one here: Formula Account.JDE_ship_to_account_no__c + '-' + Right( Text( Year( Today() ) ), 2) + Lpad( Text( Month( Today() )), 2, '0' ) + Lpad( Text( Day( ...
Mahmood's user avatar
  • 5,944
3 votes

Deploy existing workflow rule from sandbox to production org using change set

Yes, You can deploy the existing workflow rule. workflow rule will use the unique name to call the field update and not the record id. That way you can maintain consistency of workflows moving form ...
Akshat's user avatar
  • 682
3 votes
Accepted

Help with Workflow Rule

Use field "HasOpportunityLineItem" on opportunity in your workflow. This field indicates is there any child product is added or not. The field HasOpportunityLineItem is a standard field, not visible ...
Ayub's user avatar
  • 3,523
3 votes
Accepted

Does "Re-evaluate Workflow Rules after Field Change" behave more like a Boolean or a Set-ID for recursion prevention?

The system is that "clever." It reevaluates the rules only for records that were changed (like a Set<Id>). There wouldn't be any point in checking the rules again if the records haven't changed. ...
sfdcfox's user avatar
  • 494k
2 votes

Field Update in Workflow Rule

DATETIMEVALUE Use: DATETIMEVALUE(expression) and replace expression with a date/time or text value, merge field, or expression.Description: Returns a year, month, day and GMT time Link to ...
Alexander Aeons Torn's user avatar
2 votes

Workflow rule order of execution

I could be wrong, but I don't think the documentation defines an order in which workflow rules are evaluated, nor the order in which field updates are applied (which is the real issue here). I'd ...
Derek F's user avatar
  • 62k
2 votes
Accepted

How do I evaluate if an object field moved from one specific value to another before firing?

ISPICKVAL(PRIORVALUE(status),"Solved") && ISPICKVAL(status,"Open") And make sure Rule criteria is set as created, and every time it's edited. In case you select created, and any time it's ...
Santanu Boral's user avatar
2 votes

How to query WorkflowOutboundMessage?

You can't, unfortunately. Only the Tooling API supports such a query, and the metadata for the object is all contained in a field called "metadata." When you include this field, which has a JSON ...
sfdcfox's user avatar
  • 494k
2 votes

Fire workflow rule from trigger

Yes it is absolutely possible to execute workflow rule after the trigger execution. Please read my blog post to understand the order of execution. There is an existing issue which states Workflow ...
Sudipta Deb's user avatar
  • 1,261
2 votes
Accepted

Email Alert to include the actual fields that changed that triggered the email alert

No. If you need this level of complexity, you'll want to write a trigger, instead. The reason why is that you need to be able to "see" the old and new values at the same time, and email alerts can't ...
sfdcfox's user avatar
  • 494k
2 votes

Bypass/deactivate validation rules, workflow rules, process builders in apex class

Metadata API access via Apex https://github.com/financialforcedev/apex-mdapi works in Async mode. Even if you do this is start method of your batch, there is no guarantee that it will disable all ...
Nagendra Singh's user avatar
2 votes
Accepted

sfdx.exe deploy WorkflowRule fails with "not found in zipped directory"

Because of how WorkflowRule files are constructed, you can't deploy just one rule at a time. I'm not sure if it's a bug or a limitation, but I can say that you need to deploy all the workflow rules ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

Trying to update country code in phone field with Workflow rule

As a general rule, indenting formulas like you would if they were code (which I've done for you in your question) really reduces the cognitive load (i.e. makes it easier to read/understand). That's ...
Derek F's user avatar
  • 62k
2 votes
Accepted

Hourly limit exceeded for processing workflow time triggers salesforce

You can check pending workflow actions Check in Setup> Monitor> Time-Based Workflow To search all pending action workflows click on search without entering any criteria. For more information ...
amitghadage's user avatar
  • 1,350
1 vote

How do I evaluate if an object field moved from one specific value to another before firing?

You can just use the AND and PRIORVALUE functions in addition to ISPICKVAL: AND( ISPICKVAL(PRIORVALUE(Status), 'Solved'), ISPICKVAL(Status, 'Open') )
Adrian Larson's user avatar
  • 150k
1 vote
Accepted

Update Date Field with Formula - Workflow Rule sfdc.formula.FormulaEvaluationException: Month or Day out of range in DATE() function

If the service date is on the first day of the month, using DAY(Servicedate)-1 will try to create a date on the zero'th day of the month. I think this will result in the error that you are getting.
Sander de Jong's user avatar
1 vote

Send an email alert every day at 4 am until required information or date filled

you can use Schedulable Interface with Messaging.SingleEmailMessage class to send an email alert at a particular interval. Before sending an email you can check your condition if it fulfills then ...
Ram Agarawal's user avatar
1 vote
Accepted

Need Resolution :Question on workflow rules

A1 and B1 will be one of these four possible values: A1 | B1 ---+--- 10 | 10 10 | 20 20 | 10 20 | 20 We can't know in advance which result will occur, because it depends on the order in which the ...
sfdcfox's user avatar
  • 494k
1 vote

Workflow rule order of execution

Order of execution is unpredictable for Workflows as shown in the example. Same concept is applicable if you have multiple triggers on Same Object which are performing same operation (like before or ...
Santanu Boral's user avatar

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