{"id":1233,"date":"2010-10-10T09:12:22","date_gmt":"2010-10-10T03:42:22","guid":{"rendered":"http:\/\/JitendraZaa.com\/blog\/?p=1233"},"modified":"2010-10-10T09:12:22","modified_gmt":"2010-10-10T03:42:22","slug":"step-by-step-salesforce-tutorial-creating-workflow-rule-5-of-n","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-workflow-rule-5-of-n\/","title":{"rendered":"Step by Step Salesforce Tutorial \u2013 Creating Workflow rule \u2013 5 of 6"},"content":{"rendered":"<div style=\"background-color: #f5e2ba; border: 1px solid #ccc; width: 100%; padding-top: 10px; margin-top: 10px; color: #140b5c;\">\n<ol>\n<li><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-creating-custom-object-1-of-n\/\">Creating custom object <\/a><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-creating-custom-object-1-of-n\/\"><\/a><\/li>\n<li> <a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-fields-%E2%80%93-2-of-n\/\">Creating Fields<\/a><\/li>\n<li><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-fields-%E2%80%93-2-of-n\/\"><\/a><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-tab-and-validation-rule-%E2%80%93-3-of-n\/\">Creating Tab and Validation Rule<\/a><\/li>\n<li> <a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-email-template-%E2%80%93-4-of-n\/\">Creating Email Template<\/a><\/li>\n<li><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-email-template-%E2%80%93-4-of-n\/\"><\/a><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-workflow-rule-%E2%80%93-5-of-n\/\">Creating Workflow rule<\/a><\/li>\n<li> <a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6\/\">Creating Trigger and Test cases <\/a><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6\/\"><\/a><a style=\"color: #140b5c !important;\" href=\"https:\/\/jitendrazaa.com\/blog\/webtech\/salesforce\/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6\/\"><\/a><\/li>\n<\/ol>\n<\/div>\n<p>Workflow is the automation of the following types of actions based on your organization&#8217;s processes:<\/p>\n<ul>\n<li>Tasks &#8211; Assign a new task to a user, role, or record owner.<\/li>\n<li>Email Alerts &#8211; Send an email to one or more recipients you specify.<\/li>\n<li>Field Updates &#8211; Update the value of a field on a record.<\/li>\n<li>Outbound Messages &#8211; Send a secure configurable API message (in XML format) to a designated listener.<\/li>\n<\/ul>\n<p>For example, workflow can automatically:<\/p>\n<ul>\n<li>Assign follow-up tasks to a support rep one week after a case is updated.<\/li>\n<li>Send sales management an email alert when a sales rep qualifies a large deal.<\/li>\n<li>Change the Owner field on a contract three days before it expires.<\/li>\n<li>Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.<\/li>\n<\/ul>\n<p>To create workflow rule, go to <strong>App Setup | Workflow &amp; Approvals | Workflow rules <\/strong>and click on new Workflow rule.<\/p>\n<figure id=\"attachment_1234\" aria-describedby=\"caption-attachment-1234\" style=\"width: 402px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-1.jpg?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1234\" title=\"Salesforce creating Workflow rule step 1\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-1.jpg?resize=402%2C171&#038;ssl=1\" alt=\"Salesforce creating Workflow rule step 1\" width=\"402\" height=\"171\" \/><\/a><figcaption id=\"caption-attachment-1234\" class=\"wp-caption-text\">Salesforce creating Workflow rule step 1<\/figcaption><\/figure>\n<p>Step 1 in creating workflow rule is <strong>selecting the object, <\/strong>on which the workflow will be created.<\/p>\n<p><!--more--><\/p>\n<p>in step 2, <strong>Evaluation criteria <\/strong>have three options to choose:<\/p>\n<ul>\n<li>When a record is created, or when a record is edited and did not previously meet the rule criteria: Choose this option to include new records and updates to existing records, unless the rule just ran and still meets the rule criteria. The rule is not re-triggered on edits that do not affect rule criteria. For example, if setting an opportunity rating to &#8220;Hot&#8221;\u009d causes the rule to run, with this option, the rule will run again only if the rating changes, then changes back to &#8220;Hot&#8221;\u009d&#8221;\u201dno matter how many times you edit the object.<\/li>\n<li>Only when a record is created: Choose this option to ignore updates to existing records.<\/li>\n<li>Every time a record is created or edited: Choose this option to include new records and updates to existing records and repeatedly trigger the rule, even if the record still meets the criteria. You cannot add time-dependent actions to the rule if you choose\u00a0Every time a record is created or edited.<\/li>\n<\/ul>\n<p><strong><span style=\"text-decoration: underline;\">Note : You can&#8217;t add time-dependent actions to a rule if you choose\u00a0Every time a record is created or edited.<\/span><\/strong><\/p>\n<figure id=\"attachment_1237\" aria-describedby=\"caption-attachment-1237\" style=\"width: 493px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-2.jpg?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1237 \" title=\"Salesforce creating Workflow rule step 2\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-2.jpg?resize=493%2C375&#038;ssl=1\" alt=\"Salesforce creating Workflow rule step 2\" width=\"493\" height=\"375\" \/><\/a><figcaption id=\"caption-attachment-1237\" class=\"wp-caption-text\">Salesforce creating Workflow rule step 2<\/figcaption><\/figure>\n<p>So, in step 2 basically we create a criteria when the rule should run.<\/p>\n<figure id=\"attachment_1238\" aria-describedby=\"caption-attachment-1238\" style=\"width: 352px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-3.jpg?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1238\" title=\"Salesforce creating Workflow rule step 3\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-creating-Workflow-rule-step-3.jpg?resize=352%2C136&#038;ssl=1\" alt=\"Salesforce creating Workflow rule step 3\" width=\"352\" height=\"136\" \/><\/a><figcaption id=\"caption-attachment-1238\" class=\"wp-caption-text\">Salesforce creating Workflow rule step 3<\/figcaption><\/figure>\n<p>In step 3, we can specify the <strong>action what should happen if workflow criteria meets<\/strong>.<\/p>\n<p>In this case, i have selected <strong>New Email Alert<\/strong>, below screen shot is self explanatory about the process.<\/p>\n<figure id=\"attachment_1239\" aria-describedby=\"caption-attachment-1239\" style=\"width: 502px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-add-email-alert-in-workflow-action.jpg?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1239 \" title=\"Salesforce add email alert in workflow action\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Salesforce-add-email-alert-in-workflow-action.jpg?resize=502%2C474&#038;ssl=1\" alt=\"Salesforce add email alert in workflow action\" width=\"502\" height=\"474\" \/><\/a><figcaption id=\"caption-attachment-1239\" class=\"wp-caption-text\">Salesforce add email alert in workflow action<\/figcaption><\/figure>\n<p>We have to select the recipients for the email, in our case Email field have the email address of the student. We have also selected the newly created email template &#8220;Welcome to shivasoft&#8221;.<\/p>\n<p>In this tutorial, we have covered how to create the Workflow rule criteria and action in salesforce.com.<\/p>\n<p>In next part of tutorial, we will see how to create the trigger for our application.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step by Step Salesforce Tutorial \u2013 Creating Workflow rule \u2013 5 of n<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[9],"tags":[331],"class_list":["post-1233","post","type-post","status-publish","format-standard","hentry","category-salesforce","tag-salesforce"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":1192,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-custom-object-1-of-n\/","url_meta":{"origin":1233,"position":0},"title":"Step by Step Salesforce Tutorial \u2013 Creating custom object \u2013 1 of 6","author":"Jitendra","date":"October 6, 2010","format":false,"excerpt":"Step by Step Salesforce Tutorial - Creating custom object - 1 of n tutorial series","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Create Custom object Eclipse Salesforce","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Create-Custom-object-Eclipse-Salesforce-300x290.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":1200,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-fields-2-of-n\/","url_meta":{"origin":1233,"position":1},"title":"Step by Step Salesforce Tutorial \u2013 Creating fields \u2013 2 of 6","author":"Jitendra","date":"October 7, 2010","format":false,"excerpt":"Step by Step Salesforce Tutorial \u2013 Creating fields \u2013 2 of n series tutorial","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Create Custom object though Salesforce","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Create-Custom-object-though-Salesforce-300x238.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":1213,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-tab-and-validation-rule-3-of-n\/","url_meta":{"origin":1233,"position":2},"title":"Step by Step Salesforce Tutorial \u2013 Creating Tab and Validation Rule \u2013 3 of 6","author":"Jitendra","date":"October 8, 2010","format":false,"excerpt":"Step by Step Salesforce Tutorial \u2013 Creating Tab and Validation Rule \u2013 3 of n","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Edit Page Layout Salesforce","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Edit-Page-Layout-Salesforce-300x105.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":1224,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-email-template-4-of-n\/","url_meta":{"origin":1233,"position":3},"title":"Step by Step Salesforce Tutorial \u2013 Creating Email Template \u2013 4 of 6","author":"Jitendra","date":"October 9, 2010","format":false,"excerpt":"Step by Step Salesforce Tutorial \u2013 Creating Email Template \u2013 4 of n","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Create Email Template in Salesforce","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Create-Email-Template-in-Salesforce.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":4402,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/using-selenium-to-test-workflow-field-update-action-salesforce-automated-testing-video-tutorial-part-2\/","url_meta":{"origin":1233,"position":4},"title":"Using Selenium to test workflow field update action &#8211; Salesforce automated testing &#8211; Video tutorial &#8211; Part 2","author":"Jitendra","date":"April 27, 2015","format":false,"excerpt":"We have already discussed\u00a0basics of selenium and how we can use this tool for automated testing.\u00a0Here we will see how we can take advantage of Selenium to test workflow field update. in this article we will create a simple workflow rule on Lead object and update \"Description\" field by adding\u2026","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce Workflow rule - field update on Lead","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/04\/Salesforce-Workflow-rule-field-update-on-Lead.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/04\/Salesforce-Workflow-rule-field-update-on-Lead.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/04\/Salesforce-Workflow-rule-field-update-on-Lead.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/04\/Salesforce-Workflow-rule-field-update-on-Lead.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":1241,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/step-by-step-salesforce-tutorial-creating-trigger-and-test-cases-6-of-6\/","url_meta":{"origin":1233,"position":5},"title":"Step by Step Salesforce Tutorial \u2013 Creating Trigger and Test cases \u2013 6 of 6","author":"Jitendra","date":"October 11, 2010","format":false,"excerpt":"Step by Step Salesforce Tutorial \u2013 Creating Trigger and test cases \u2013 6 of 6 tutorials series","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Creating Trigger in Salesforce using force.com IDE","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/10\/Creating-Trigger-in-Salesforce-using-force.com-IDE.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/1233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/comments?post=1233"}],"version-history":[{"count":0,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/1233\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media?parent=1233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/categories?post=1233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/tags?post=1233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}