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.
Time-Dependent Workflow In Salesforce - Table of Content
What we can do with Workflow Rule?
Time-Dependent Workflow Actions
How to use the Time-Dependent Workflow Rule
Want to enhance your skills in dealing with the world's best CRM, enroll in our Salesforce Online Course.
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 to 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
Checkout Salesforce Interview Questions
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.
Explore Salesforce Sample Resumes! Download & Edit, Get Noticed by Top Employers!
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...|
Stay updated with our newsletter, packed with Tutorials, Interview Questions, How-to's, Tips & Tricks, Latest Trends & Updates, and more ➤ Straight to your inbox!
|Salesforce Training||Jun 03 to Jun 18|
|Salesforce Training||Jun 06 to Jun 21|
|Salesforce Training||Jun 10 to Jun 25|
|Salesforce Training||Jun 13 to Jun 28|
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.
Copyright © 2013 - 2023 MindMajix Technologies