Workflow

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68 thoughts on “Workflow”

  2. Could be a stupid question but i am not able to figure out how to search topics in vineyard videos. I can open links in this material but can’t reach the repository of other videos that could be stored there.

    Regds
    Nikhil

  3. I would say a & b

    The wording of “b” is saying whether the action takes place immediately or on a specific date (if you have specified a time trigger).

  4. What should an admin consider with configuring workflow rules? Choose 2 answers.
    a) rules can be evaluated when records are created or edited
    b) rule actions can take place immediately or on a specific date
    c) rules must be deactivated before using an import wizard
    d) all existing records are evaluated when a new rule is activated

    Clearly one of the answers is “a” I know that “d” is not true. I would think “b” is true, but the wording is funny. Can you help with whether or not “c” is true?

  5. Error Page Hyperlinks

    Creating Email Alerts for Workflow, Approvals, or Milestones
    [Could / Medium / Salesforce.com]

    Creating Tasks for Workflow, Approvals, or Milestones
    [Could / Medium / Salesforce.com]

  8. Hello John,

    Following links come up with an error “The document was not found”.

    Creating Workflow Rules
    Creating Email Alerts for Workflow, Approvals, or Milestones
    Creating Tasks for Workflow, Approvals, or Milestones
    Defining Outbound Messages

    Regards,

    Rajesh K

  11. Hi John,
    I was practicing on approval proecesses , and was trying on eg. from help and training link what page u suggested for practicing in here.

    here is the link:
    https://help.salesforce.com/apex/HTViewHelpDoc?id=approvals_useful_approval_processes_expense.htm&language=en_US

    @ point :Prep your Org.
    actually i m not able to understand this Point what it says..
    It create that filed on User obj.
    but then after what it’s asking us to do? and what is the intention , im not able to understand.
    can u please explain..

    Confuse abt this following line:
    “Create a custom field on the user object called Office Location. Assign the “HQ” value to users in the headquarters office location.”

    Thank you
    Tejal.

    1. They are asking you to create a custom field on the user object – this field would be used to indicate which location/office that user works in.

      So if you have one user in the Toyko office, you’d fill in that value on their user record, a second user in Paris, you’d fill in that value on each respective user record.

  13. With reference to “Checking the box “Re-evaluate Workflow Rules after Field Change” in a field update can cause a workflow rule to trigger as a result of a field update.”
    isn’t this the same behaviour as setting the Evaluation criteria in a workflow rule to ‘created and every time it’s edited’?

    1. No not quite, example:

      Workflow 1) sets opp stage to closed/won
      Workflow 2) sends email ‘we won’ when opp stage closed/won

      If re-evaluate is not checked on the field update of workflow 1, workflow 2 won’t fire (even if set to created and every time edited)

      1. Hi John,
        I have the following scenario but it doesn’t seem to work:
        1) escalation rule : when case is not picked-up within 2 hours, the case is auto-reassigned and a notification email is sent out
        2) workflow rule : criteria when case = escalated (see 1) -> workflow action = update field case priority to high

        Escalation rule works but workflow rule doesn’t execute. I also flagged the parameter “Re-evaluate Workflow Rules after Field Change” in the field update detail.

        Any thoughts on this one? Being trying to solve this for a few days now and cannot seem to find the solution and I have a demo to present tomorrow so any help would be welcome before then, thanks a lot 🙂

          2. John, another enigma: when creating a time-based workflow rule for another scenario, I added two workflow tasks to the time-based rule : an email alert and task creation. It only sent an email but didn’t create the task.
            Is it possible to add two or more workflow actions to a time-based rule?

            Thanks.

          3. Should believe- believe I have done it as well. Have you double checked everything on the rule? Any reason the task couldnt be created (e.g. validation rule)?

  15. Hello john

    How can i create “Custom User Fields” that are used in Approval process as ‘Next Automated Approver Determined By’?

    Right now it has only standard user fields “manager” how can i add Custom User Fields in it !!!!!!

    1. Are you referring the hierarchy field type? You can create that under the standard object configuration, then add a field to the user object. I believe custom hierarchy fields can be referenced in approval processes as well.

  16. RE: Defining Flow Triggers for Workflow (Pilot): The Process Builder has superseded flow trigger workflow actions, formerly available in a pilot program. Organizations that are using flow trigger workflow actions can continue to create and edit them, but flow trigger workflow actions aren’t available for new organizations. For information on enabling the Process Builder in your organization, contact Salesforce.

  19. Silly question time: Why is Process Builder referred to – pretty much everywhere – as “Salesforce1 Platform Lightning Process Builder”? It doesn’t seem to provide capabilities specific to SF1, at least not based on what I’ve seen in some of the other links provided in this module and elsewhere.

    1. Salesforce1 is the platform, lightning is a framework within the platform. The new process builder falls under the lightning framework (I previously thought they were separate, as I only saw the development portion of lightning at DreamForce). Ultimately the capabilities and how they relate are more important than the name of the component itself. I will be doing site updates to reflect all of this 🙂

  22. I’m still unclear on what a flow does with respect to the data in salesforce. does it update a record? Create a record? Any resources that would give an overview of this would be much appreciated.

  30. Hi John,
    Great study guide, thank you!
    In the Approval Process Structure section I believe you have a typo:
    ” An approval submission can have one 3 outcomes:”

  31. Hi John,

    The linked page ‘Field Updates That Re-evaluate Workflow Rules’ says:

    “If any of the triggered workflow rules result in another field update that’s also enabled for workflow rule re-evaluation, a domino effect occurs, and more workflow rules can be re-evaluated as a result of the newly-triggered field update. This cascade of workflow rule re-evaluation and triggering can happen up to five times after the initial field update that started it.”

    You say:

    “Currently a workflow rule can only trigger one layer deep – e.g. a field update that triggers a second field update will not trigger a third field update (even if configured accordingly).”

    Is it that up to 6 in total workflow rules may be evaluated in sequence, but as far as field updates go, only two updates can happen? For the other workflows, only non-field-update actions will be taken?

    Thanks,
    Kaira

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