Work Flows

By | December 16, 2019

What is Workflow?

It is an automation process that fired an action based on Evaluation criteria & rule criteria.

Workflow rules provide benefits such as improving the quality and consistency of data, increasing data integrity, improving efficiency and productivity, lowering costs and reducing risks.

Evaluation Criteria:

workflows having 3 types of Evaluation Criteria’s:

  1. Record is created.
  2. Record is created, and every time it’s edited.
  3. Record is created, and any time it’s edited to subsequently meet criteria (Creation and First Updation only fires )

Rule Criteria:

Apply conditions on the fields .

Note: we can define workflow on sobject (Salesforce Object ).

Navigation:

Setup||Build||Create||Workflows & Approvals||Workflow Rule||New Rule

Workflow Type : workflow having two types:

  1. Immediate Workflow – Perform an Action Immediately .
  2. Time- Dependent workflow – Perform an Action after some time .

Note:

  • You cannot add time-dependent workflow actions with this Evaluation Criteria, Record is created and Every time its Edit .
  • workflow will fires when it Active state .

Workflow Actions : Workflows having 4 type of Actions:

  1. Task: tasks can be assigned to users or record owners automatically when the rule criteria meets.
  2. Email Alert: An Email alert is an action that is sent to specified recipients using the email templates. The recipients may be salesforce users or others
  3. Field Update: field update is an action that will update the value of a field automatically
  4. Outbound Message: outbound message is an action that sends a secure configurable API message(in xml format) to a external system.
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