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

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Level 9

30-10-2020

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