Workflow Rules automates 4 actions:
1) Field Updates: Update the value of a field on a record.
2) Email Alerts: Send an email to one or more recipients you specify.
3) Tasks Assignment: Assign a new task to a user, role, or record owner.
4) Outbound Messages: Send a secure, configurable API message (in XML format) to a designated listener.
For example,
a) Assign follow-up tasks to a support representative one week after a case is updated.
b) Send sales management an email alert when a sales rep qualifies a large deal.
c) Change the Owner field on a contract three days before it expires.
d) Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
Each workflow rule consists of:
1) Object: Opportunity
2) Evaluation Criteria: Which cause to execute Workflow Rule.
a) Created
b) Created, and every time edited.
c) Created, and any time edited to subsequently meet the criteria.
3) Rule Criteria (Filter Conditions):
Run this rule if the following criteria is met.
(Opportunity: Amount greater or equal 1000,000) &&
(Opportunity: Stage equals Closed Won)
4) Immediate actions that execute when a record matches the criteria.
For example, Salesforce.com can automatically send an email that notifies the account team when a new high-value opportunity is created.
5) Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers.
For example, Salesforce.com can automatically send an follow up email to the account team if a high-value opportunity is still open ten days before the close date.
Important to Remember:
1) One object can have only 50 Active Workflow Rules.
2) Each Workflow Rule can perform
10 Field Update
10 Email Alert
10 Task Assignment
10 Outbound Messages
in context of both immediate and time dependent actions.
3) In Workflow Rule, Field Update action can update child record only, if objects are having Master-Detail relationship in between.
4) Time Dependent Action is not allowed, if criteria is "Created, and every time edited".
1) Field Updates: Update the value of a field on a record.
2) Email Alerts: Send an email to one or more recipients you specify.
3) Tasks Assignment: Assign a new task to a user, role, or record owner.
4) Outbound Messages: Send a secure, configurable API message (in XML format) to a designated listener.
For example,
a) Assign follow-up tasks to a support representative one week after a case is updated.
b) Send sales management an email alert when a sales rep qualifies a large deal.
c) Change the Owner field on a contract three days before it expires.
d) Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
Each workflow rule consists of:
1) Object: Opportunity
2) Evaluation Criteria: Which cause to execute Workflow Rule.
a) Created
b) Created, and every time edited.
c) Created, and any time edited to subsequently meet the criteria.
3) Rule Criteria (Filter Conditions):
Run this rule if the following criteria is met.
(Opportunity: Amount greater or equal 1000,000) &&
(Opportunity: Stage equals Closed Won)
4) Immediate actions that execute when a record matches the criteria.
For example, Salesforce.com can automatically send an email that notifies the account team when a new high-value opportunity is created.
5) Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers.
For example, Salesforce.com can automatically send an follow up email to the account team if a high-value opportunity is still open ten days before the close date.
Important to Remember:
1) One object can have only 50 Active Workflow Rules.
2) Each Workflow Rule can perform
10 Field Update
10 Email Alert
10 Task Assignment
10 Outbound Messages
in context of both immediate and time dependent actions.
3) In Workflow Rule, Field Update action can update child record only, if objects are having Master-Detail relationship in between.
4) Time Dependent Action is not allowed, if criteria is "Created, and every time edited".
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