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.
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Workflow automates the following types of actions based on your organization's processes:
For example, the workflow can:
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Each workflow rule consists of:
Let us discuss in detail a sample business scenario for Workflow Rule - Task understanding.
We have 2 companies providing Job Placements in the USA. One will provide placements for 3+ years of experience, and another for people with below 3 years of experience. Now, we need to transfer the candidates’ profiles who are with below 3 years of experience to the partner company, and it should happen automatically when the form is filled, but not manually.
And, the partner company’s application platform is in .Net. So, the data from the Salesforce platform should get automatically updated to the .Net platform.
Based on the 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 the Salesforce platform to other external platforms like Java, .Net without any code.
This works as a 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:
Log in to Salesforce → Setup → Monitor → Click on Outbound Messages.
OBM output- Gif
Note: If the dotNet platform developers ask for a WSDL file, then click on the action created and download the file as shown in the below figure.
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In the next topic, we will discuss in detail the “Time-Dependent Workflow Rule ”. Keep following us for more info on Salesforce Administration.
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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.
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