Workflow Rules
Why we need Workflow Rules in salesforce?
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes.
Instead of doing this work manually, have salesforce do it automatically by configuring workflow.
Workflow is available in 1. Enterprise 2. Unlimited and 3. Developer Editions
--> Workflow rules can help automate the following types of actions based on your organization's processes:
Tasks: Assign a new task to a user, role, or record owner.
Email Alerts: Send an email to one or more recipients you specify.
Field Updates: Update the value of a field on a record.
Outbound Messages: Send a secure configurable API message (in XML format) to a designated listener.
For example, workflow can automatically :
-->Assign follow-up tasks to a support rep one week after a case is updated.
-->Send sales management an email alert when a sales rep qualifies a large deal
--> Change the Owner field on a contract three days before it expires.
--> Trigger an outbount API messages to an external HR system to initiate the reimbursement process for an approved expense report.
Configure your organization's workflow by creating workflow rules. Each workflow rules consists of:
--> To which object we have to define workflow.
--> Criteria that cause salesforce to apply the workflow rule
--> Immediate actions that execute when a record matches the criteria. For example, salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
--> Time - dependent actions that salesforce queues when a record matches the criteria, and executes according to time triggers. For example, salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.
Why we need Workflow Rules in salesforce?
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes.
Instead of doing this work manually, have salesforce do it automatically by configuring workflow.
Workflow is available in 1. Enterprise 2. Unlimited and 3. Developer Editions
--> Workflow rules can help automate the following types of actions based on your organization's processes:
Tasks: Assign a new task to a user, role, or record owner.
Email Alerts: Send an email to one or more recipients you specify.
Field Updates: Update the value of a field on a record.
Outbound Messages: Send a secure configurable API message (in XML format) to a designated listener.
For example, workflow can automatically :
-->Assign follow-up tasks to a support rep one week after a case is updated.
-->Send sales management an email alert when a sales rep qualifies a large deal
--> Change the Owner field on a contract three days before it expires.
--> Trigger an outbount API messages to an external HR system to initiate the reimbursement process for an approved expense report.
Configure your organization's workflow by creating workflow rules. Each workflow rules consists of:
--> To which object we have to define workflow.
--> Criteria that cause salesforce to apply the workflow rule
--> Immediate actions that execute when a record matches the criteria. For example, salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
--> Time - dependent actions that salesforce queues when a record matches the criteria, and executes according to time triggers. For example, salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.
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