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.
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:
Login 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 how we have added the actions in the workflow.
Login 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 “”. Keep following us for more info on Salesforce Administration.
Mindmajix offers different Salesforce certification training according to your desire with hands-on experience on Salesforce concepts
|Salesforce Administration Training||Salesforce Lightning Training|
|Salesforce Advanced Developer Training||Salesforce Developer Training|
|Salesforce IoT Training||Salesforce App Builder Certification Training|
|Salesforce AppExchange Training||Salesforce Service Cloud Training|
|and many more...|
Free Demo for Corporate & Online Trainings.