WFR is an automated mechanism in Salesforce by which, when a record is created or edited, we can perform 4 types of actions and make our business automated, without writing any code.
Workflow automates the following types of actions based on your organization's processes:
For example, workflow can:
Each workflow rule consists of:
Let us discuss in detail with a sample business scenario for Workflow Rule - Task understanding.
We have 2 companies providing Job Placements in USA. One will provide placements for 3+ years experienced, and other for people with below 3 years of experience. Now, we need to transfer the candidates’ profile who are with below 3 years of experience to the partner company, and it should be happen automatically when the form is filled, but not manually. And, the partner company’s application platform is in .Net. So, the data from Salesforce platform should get automatically updated to .Net platform.
Based on above scenario, the above functionality can be easily performed through OBM in Workflow Rules (Actions) in Salesforce.
This is the feature by which we can connect from Salesforce platform to other external platforms like Java, .Net without any code.
This works as Workflow Rule action, so it will work when any record is created/updated.
Login to Salesforce → Setup → Build → Create → Workflow & Approvals → Workflow Rules → Edit the existing Workflow Rule → Workflow Actions → Edit → Select “New Outbound Message” → Fill in the details → Endpoint URL(This URL is provided by the dotNet developers) → Check “Send session ID” for sending the session ID to dotNet Platform → transfer the required fields that to be sent to dotNet application → Save → Done.
Obmfilldata - Gif
Steps to proceed:
Login to Salesforce → Setup → Monitor → Click on Outbound Messages.
OBM output- Gif
Note: If the dotNet platform developers ask for WSDL file, then click on the action created and download the file as shown in the below figure.
Evaluation Criteria Of Workflow Rule:
We have 3 Evaluation Criteria in Salesforce.
Created, and every time it’s edited.
Created, and any time it’s edited to subsequently meet criteria.
Explanation of above 3 criteria:
This will work only at creation, if the record is matching the ‘Rule Criteria’.
This will work maximum one time per second.
When record is edited, this will not work.
#2 Created, and every time it’s edited
This will work not only at creation but also while we are editing the records, if the record is matching the ‘Rule Criteria’.
This will run unlimited times, till we are going to make changes in record (ANT FIELDS) and condition is matching.
IF THE CHANGE IS IRRELEVANT, and condition is matching, still action will be taken.
#3 Created, and any time it’s edited to subsequently meet criteria
This will not only work at creation but also while we are editing the records, if the record is matching the ‘Rule Criteria’.
If we edit the record and AFTER WE EDIT, IF IT STARTS MATCHING THE CONDITION, THEN ONLY an action will be taken.
In the next topic, we will discuss in-detail about “Time-Dependent Workflow Rule - Action”. Keep following us for more info on Salesforce Administration.
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Arogyalokesh takes complex technical ideas and distills them into user-friendly visuals to improve digital marketing campaigns for companies. He is a Content Writer at Mindmajix spreading nuggets of content related to Technology. Proceeded to work in a fast upscale environment, assuring client delight in content writings