Salesforce Workflow Rules are the automated processes used in business processes to send Email alerts, assign a task, update a field on rule criteria or action based criteria requirements. Things to be considered when working with Workflow.
Contemplations for Flows in Packages
- On the off chance that you intend to send a stream utilizing bundles, you should represent constraints in movement. Ensure your streams reference just packageable parts and fields.
- Streams can be remembered for both oversaw and unmanaged bundles.
- You can just bundle dynamic streams. The dynamic rendition of the stream is resolved when you snap to transfer a bundle form. The transfer comes up short if there aren't any dynamic adaptations of the stream.
- While making a custom catch, connection, or Web tab to highlight a stream introduced from an oversaw bundle, make certain to incorporate the namespace in the URL. The URL design is:/stream/namespace/flow uniquename.
- While implanting a stream introduced from an oversaw bundle in a Visualforce page, you should set the name property to this organization: namespace.flow uniquename.
- In the event that you need to refresh an oversaw bundle with an alternate stream rendition, initiate that form and transfer the bundle once more. You don't have to add the recently initiated adaptation to the bundle. Nonetheless, in the event that you actuate a stream rendition accidentally and transfer the bundle, you'll disseminate that stream variant to everybody. Make certain to confirm which variant you truly need to transfer.
- A functioning stream in a bundle will be dynamic once introduced. The past dynamic variant of the stream in the objective association is deactivated for the recently introduced form. Any in-progress streams dependent on the now-deactivated adaptation will keep on running without interference, however will mirror the past rendition of the stream.
- On the off chance that you introduce a bundle containing various stream variants in a new objective association, just the most recent stream adaptation remembered for the bundle is conveyed.
Don't forget to check out: Deploying Process Builder Through Change Set | Salesforce Developer Guide
- Redesigning an oversaw bundle in your association introduces another stream form just if there is a more up to date stream adaptation from the engineer. After a few overhauls, you may wind up with various stream renditions
- On the off chance that you introduce a stream from an unmanaged bundle that has a similar name yet an alternate variant number as a stream effectively in your association, the recently introduced stream turns into the most recent adaptation of the current stream. Nonetheless, if the bundled stream has a similar name and form number as a stream effectively in your association, the bundle introduction will fizzle. You can't overwrite a stream.
- Referential uprightness works the equivalent for streams as it accomplishes for other bundled components.
There are 4 steps for Change Set. We must follow these steps:
- We have to create an outbound changeset in the first org/Sandbox.
- Add the components to the changeset in the first org/Sandbox.
- Upload the outbound changeset from first to the second org.
- At last, Deploy the inbound changeset in the second Org.
Step First: We have to create an outbound changeset in the first org/Sandbox
- Go to the setup in org/Sandbox
- Enter the text “outbound changeset” in the quick find box
- Choose the outbound changesets.
- Click on new
- After that, You will be redirected to the Changeset edit page.
- Provide Any Name and its Description and click on the Save button.
Step Second: Add the components to the changeset in the first org/Sandbox-
- Click on the add button on the Changeset components section then you will be redirected to add to the changeset page.
- Now Select the Workflow Rule that you want to migrate from Component type
- Click on the “Add to changeset” button
- To upload this changeset, click on the upload button and select the target org or second org where you want to migrate these workflows.
Step Third: Upload the outbound changeset from the first to the second org
- Now login to your second org, Go to the inbound changeset where you can see the deployed change set.
- Click on the deploy button.
- All changes will be committed, Once the deployment is completed successfully.
Step Fourth: At last, Deploy the inbound changeset in the second Org
- Now, Go to Workflow Rule and select the Workflow Rule that was deployed in the second org or production or Sandbox.
- Click on the activate for that workflow.