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, the workflow can:
Each workflow rule consists of:
Let us discuss in detail with a sample business scenario for Workflow Rule - Task understanding.
There are some cases in real-time projects where we don’t want to execute the task instantly. We want, that to happen after 1 hour, 10 hours, 10 days, etc. In such cases, time-dependent action helps.
Note: This works only in hours or days format. Not minutes. Before performing the action we need to Deactivate the rule.
Time Trigger: To convey Salesforce after how many hours or days we want this work to happen.
Rule Trigger Date: The moment when the condition matches.
Steps to create Time-Dependent Workflow Rule - Action:
Log in to Salesforce → Setup → Build → Create → Workflow & Approvals → Workflow Rules → Edit the existing Workflow Rule → Time-Dependent Workflow Actions → Add Time Trigger → Workflow Time Trigger Edit → Click on Add Time Trigger → Input (Number, days, before/after, Rule Trigger date) → Save.
Time trigger - Image
The same steps we follow as to how we have added the actions in the workflow.
Log in to Salesforce → Setup → Build → Create → Workflow & Approvals → Workflow Rules → Edit the existing Workflow Rule → Time-Dependent Workflow Actions → Add Time Trigger → Workflow Time Trigger Edit → Workflow Actions → Edit → Select “Select Existing actions” → Fill in the details(Email Alert / Field update / Task / Outbound Message) → Save → Done.
Exsisitingtask - Gif
Note: Do not forget to activate the Workflow Rule again.
In the next topic, we will discuss in detail about “Approval Process In Salesforce”. Keep following us for more info on Salesforce Administration.
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