Expand my Community achievements bar.

The Community Ideas review for H1 2025 is out now, see which ideas our Product team prioritized and let us know your thoughts.

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

Avatar

Level 10

10/30/20

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