Workflow Rules in Salesforce

Workflow Rules in Salesforce

On June 7, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Workflow Rules in Salesforce
Workflow rules - Salesforce Admin Tutorial
Workflow rules – Salesforce Admin Tutorial

Workflow rules in Salesforce

Workflows are used in Salesforce to automate certain business processes. You can set them up to perform certain actions based on user-defined criteria.

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There are three types of instances where you can set up criteria to be evaluated in this context.
They are:

  • Created
  • Created, and edited
  • Created, and edited to subsequently meet the criteria

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Following the evaluation, the executed action can be either immediate or time-dependent. Examples of actions a workflow can execute are completing a task, sending an email alert, updating a field, or sending an outbound message. 

You can find the Workflow Rules pane on Salesforce by searching for it on Quick Find. 

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It allows you to create a new rule for an existing object.

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The creation process prompts you to choose the criteria type and define the criteria with relevant fields and the conditions they should meet to trigger the workflow. 

Then, select the workflow action you want it to perform. 

For example, if you want the workflow to create a new task, you have to provide its details such as the due date, status, and priority. 

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On the other hand, if you want the workflow to send an email, you can set up the email template it should use and the intended recipients as shown below.

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For updating a field through a workflow, you have to pick the field to update and provide the value to update it with. It allows you to fill the field with either a blank value or use a formula to calculate an explicit value. 

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Additionally, you can create a time-dependent trigger for the workflow by clicking Add Time Trigger button. 

It prompts you to enter the wait time using the following form. 

Once this process is complete, you can add new time-dependent actions the workflow should perform under its section. 

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When all the actions are defined, you have to activate the workflow to conclude the setup process and save everything. 

Now, you can try to trigger the workflow by creating new object records and see if it works as expected.

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Watch the full video of Workflows:

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