How to create workflow rules with immediate and time dependent actions in Salesforce ?
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- เผยแพร่เมื่อ 5 พ.ค. 2018
- This is the How to part of workflows video in which I have explained how to create workflow rules with immediate and time-dependent actions.
The actions described in this video are email alert, field update, and task.
Hope you enjoy the video and get better at automation using workflow rules in Salesforce.
Feel free to ask if you have any question.
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his TH-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
Great refresher, thanks!
very crispy and to the point explanation. very good video. Keept it up mate.
awesome explantion shrey
hi, do you have any video on just process builder. I've seen one that explains difference between workflow and process builder. Thanks for the help and videos.
Perfect explanation, wonderful.
Have you posted any video on Process builder!
Thank you professor!
excellent explaination
Have to come to banglore for the event?
Pls how do i create a time triger for a field to be updated daily at 3pm for example thanks
Hi Shreya Sir, I am Ravindra I have done initial training from an institute for salesforce admin and developer pls suggest me if there is any opportunity there. And i searched that there is no video for approval process made by you. So pls create it. I am waiting. Your videos and explainations are awesome.
Will Workflow field update action update the field of the record which is already created???
How to auto populate contact filed with the update of account field?
Hi Shrey, Can you please send a link , more assignments on Workflow Rules video.
May i know why u didn't put the condition Annual income >1million thing , it also works if we create account who type is saving etc... (correct me if I'm wrong)
Had the same question
yeah , had the same question , in the evaluation criteria you have just put account type as savings but your business need was annual income should be > 1M , you will surely get an error in the WF actions if you would have edited those records you have created. sorry for negative comments but yeah you have missed it. otherwise it's a very well demonstrated video.
i couldn't find the workflow rules section. how can i get that?
Can we apply immediate action when WFR is active?
Please also upload development videos on apex development,visualforce component development
Shrey I love your videos very informative and engaging. I am trying to get admin certification one attempt was not successful. Any resources or tips you can provide?
please go throwgh dumps
How do we make a phone call if particular criteria is met
Hii, I have to create workflow rule when leave application will be created then email alert send to manager. Can you help me..?
i have a doubt can we create a workflow rules for contact,account,cases & opportunity
You didn't create for field update action ...thats what i need now....i want to update my currency field automatically if i select my picklist value selected.....what is the formula for that ....can u plz tell me??
Hope u understand what i mean
quick question: as mentioned in the video, the workflow will be triggered on the condition that annual income is greater than a million, however, the rule criteria is only setup as the bank type equals all the saving accounts??
yes same question I have
ya, actually in this case even if income is set to less than 1M then also email will be sent.
Yes the Criteria for 1M is not set in the video, only the bank account type is selected
if i want to send an email after 15 min what would i do ?
unable to get the New Task option in Add Workflow Action drop down:(
Hello Shrey, I have one doubt. When we had created the email template, we had used 'Hello {!contact.Fname}'. But when you received the email (as seen in this video), only 'Hello' appeared there. Please explain how it happened.
Hello Rajeev , I think I can clear your dought the email template that shrey has selected does not contain fields for bank account object it's a sample template made for other object that contain fields from that other object, so the name field of bank account object will not get updated there,
I know this is very late response and maybe of no use for you but maybe for new viewers this clarification might help so don't remove
i am unable to find account holdder email to put.. help!!!!
I have created workflow rule on custom object and defines field update and tasks actions on them but none of then is working.Can you please suggest whether it works on custom object or not as you have used in the video on Banks Accounts object
Workflow rules option is not available for me
Hi ,
Awesome explanation of WFR. Can you please create a video on approval process.
Already uploaded man, check out this www.shreysharma.com/approval-process/
@@SalesforceHulk Criteria for 1M is not set in the video, only the bank account type is selected
@@maheswarreddy63 The email was supposed to get triggered when the annual income is 1 million then why in the rule criteria he is putting bank account: account type equals savings and all there is no mention of 1 million?
Supr
Hi, I have a doubt. The email was supposed to get triggered when the annual income is 1 million then why in the rule criteria he is putting bank account: account type equals savings and all there is no mention of 1 million? Can someone help?
exactly @salesforce hulk I request to explain the same