How to Know if You Salesforce Workflow Works

Workflow Rules in Salesforce

Workflow in Salesforce is basically a container or business logic engine which automates certain deportment based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved simply no action will get executed.

Have a look at the topics to be discussed in this section:

• Workflow Rules
• Components of Workflow
• How to configure Workflow Rule Criteria?

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Workflow in Salesforce Workflow in Salesforce

Before getting into more depth, permit me elaborate a lilliputian more about what exactly workflow rules in Salesforce are.

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Below is the basic construction of a workflow dominion in Salesforce:

Workflow rules in Salesforce can exist broken down into ii master components:

• Criteria: Criteria are conditions you are supposed to put in order to test a record. For example, if you're from a technical background, what the if argument does in an if/then the condition is what criteria hateful in a workflow.
• Actions: Deportment occur after a record meets the criteria. Over again, what the and then statement does in the if/then the condition is what an activity means in the workflow.

Types of deportment present in a workflow in Salesforce:

• Immediate actions: Actions that get executed immediately when a record is created or edited
• Fourth dimension-dependent actions: Actions that go executed after a certain duration of time, such as 10 days, before a tape'southward shut date. After this fourth dimension period, the workflow rules in salesforce will re-evaluate the record just to make sure that the rule criteria are met. If the record meets the criteria, the aligned actions will exist executed.

The post-obit steps occur whenever you create or edit a record:

• The criteria of a particular workflow dominion active on that object become evaluated.
• If this stands:
  • Truthful: The actions associated with the item workflow rule get executed.
  • Fake: The records become saved without executing any action.

And then, basically, workflow rules in Salesforce tin be used to automate the actions based on some criteria. They can trigger an action when a tape is created or edited.

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You can ship a source bulletin to the target system. This can exist used to go along the target systems in sync with Salesforce. Now, you must be wondering what the evaluation criteria are for a workflow rule. Let's discuss this farther.

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Types of evaluation criteria:

• Created: Whenever a record is created and the criteria lucifer with the record, the activity is executed.
• Created and edited it: Whenever a record is created or updated, the action will exist executed.
• Created and every time information technology's edited to subsequently run across the criteria :
  • Whenever a record is created and it stands true to the criteria, the action will be performed. Now, if the record is edited and information technology doesn't see the criteria, the action volition not be performed.
  • Suppose, the created record doesn't meet the criteria, so it is edited or updated to meet the criteria. It will be evaluated again and, if it meets the criteria, the activeness volition be performed. Otherwise, it won't exist performed.

Workflow rules in Salesforce tin can have n number of actions at a fourth dimension. The following actions can be triggered using workflow rules in Salesforce:

• Assigning a task to someone
• Doing a field update
• Sending an email
• Sending an outbound message

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How to configure Workflow Rule Criteria?

By now, you know the basics of workflow rules in Salesforce. Now, yous will come up to know how to configure workflow rule criteria.

Once you lot log in to your Salesforce account, yous will encounter the following screen:

Step 1: You'll see a menu on the left side of the screen. Gyre downwards to find Process Automation. Under this section, detect Workflow Rules and click on it

Pace 2: On the new screen, click on New Rule to create a new workflow rule every bit shown in the image below:

Footstep 3: You lot demand to select an object now. You tin can choose any object from the drop-down menu. For practice, select Lead every bit the object

Step 4: In this stride, you will configure the Workflow Rule. To do then, you need to enter the following details:

• Edit Rule: Enter Rule Proper noun
• Evaluation Criteria: Cull the required Evaluation Criteria
• Rule Criteria: Select criteria that are met from the outset drib-downwardly carte. In the Field section, select the required field criteria. Explore the different Field Types according to your wish

Then, hitting Save & Next

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Step 5: In this stride, yous volition need to add a Workflow Activity. Select the action from the drib-down pick (here, New Email Alert), and then click on Washed

Pace 6: In this stride, you will create an Email Alert. To do so, yous demand to fill the post-obit details:

• Description: This textbox must contain what the E-mail bailiwick should say
• Unique Proper noun: This is will appear automatically similar to your description
• E-mail Template: An Email Template is the template of the text that will be present in the e-mail. You can create an electronic mail template on your own or you can choose from the default options. You can exercise so by clicking on the magnifying icon abreast the textbox
• Recipients: Select the recipients to whom the mail has to be sent

Afterward filling in all the details, click on Save

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Step 7: Next, on the post-obit screen, click on Done to save the existing progress

Step viii: Now, click on Activate to actuate the workflow rule

Step nine: Click on the + button and select Lead or the object name yous created from the list

Step 10: Click on New to Create a Salesforce Tape

Step 11: After you click on New, the following screen will appear. Enter all the necessary details here and click on Save

After saving, a screen showing the confirmation of data volition be displayed

Likewise, a confirmation mail service will exist sent to you

Now, for the time-dependent workflow deportment:

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Step 12: In this step, you will try to add the Time Trigger. For that, go to your Workflow Dominion page and click on Edit

After that, Deactivate the workflow dominion and click on Edit

At present, click on Add together Fourth dimension Tigger

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Step 13: Select the number of days, months, or years later on which yous want the action to be executed and click on Relieve

Now, the trigger has been created. Y'all can add together the preferred workflow activeness. Here, select New Email Warning

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Stride fourteen: Create the email alarm equally created earlier

Stride 15: Click on Activate

Your workflow dominion is created successfully!

Equally we come to the end of this Salesforce Tutorial section on Workflow in Salesforce, I promise you lot have a consummate set of data on what workflow in Salesforce is and how to use it.

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Source: https://intellipaat.com/blog/tutorial/salesforce-tutorial/workflow-rules-in-salesforce/

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