Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Adobe Summit is happening now. Discover what's next in customer experience.

Custom Workflow Rules for Any Object (custom criteria, alerts, record updates, copying data, etc.)


Level 9


Thinking of how Salesforce has set up Workflow Rules functionality:

  • The ability to create a workflow rule against any standard object or custom form
  • The ability, within a workflow rule, to define qualification criteria using point and click declarative logic, or creating custom formulas
  • The ability, within a workflow rule, to set up custom automated actions such as: email alerts/notifications; update field or object data; create a new project, task, issue, or hour entry
    • The ability to make workflow actions time dependent (e.g. trigger action x hours after record meets rule criteria)
  • The ability, within a workflow rule, to evaluate the rule when a record is:
    • Created
    • Created, and every time it's edited
    • Created, and any time it's edited to subsequently meet criteria

The ultimate experience is back.

Join us in Vegas to build skills, learn from the world's top brands, and be inspired.

Register Now