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.
Let us discuss in detail with a sample business scenario for Workflow Rule understanding.
In the Naukri Job Form, the person who has applied for a job shift to USA should have a minimum of 3 years of work experience. The job placement process will be delayed for persons who do not have the required experience. This scenario should be like an Alert message while entering the job application in the Naukri Job Form.
Workflow automates the following types of actions based on your organization's processes:
For example, workflow can:
Each workflow rule consists of:
Setup → Build → Create → Workflow & Approvals → Click on Workflow Rules → continue → New.
Step1: We need to select the required “Object” on which the Workflow Rule should be applicable, and press Next button.
Step2: In this step, we need to provide necessary name for the Workflow Rule, and add description. In the next section, Evaluation Criteria, we have 3 options in which we select “Created”. In the next section, Rule Criteria, we will select on which conditions the rule should be applied for the Workflow Rule to be activated.
Step3: In this step, the rule is created and next, the action should be created on desired field selection. We have 4 options in which we select “New Field Update”, for the above business scenario. From this screen, you will be redirected to Field update edit screen in which we need to fill all the necessary data for the alert message to be displayed.
Name & description and select the Field to update(eg: Alert Status), in the next section → Specify new field value → select the option “use a formula to set the new value”, and enter the required message and Save and then Done.
Step4: After creating the Workflow rule, it should be activated.
Now, let us look for the changes occurring by Workflow Rule created, for this create a new record in the “Object” (Naukri Job Forms).
In the next topic, we will discuss in-detail about “Configuring Email alert in Workflow Rules”. Keep following us for more info on Salesforce Administration.
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