Activity Forums Salesforce Questions and Answers What is Salesforce Workflow?

  • Parv Shekhar Singh

    Member
    September 24, 2018 at 4:37 am

    What is Salesforce Workflow?

  • shariq

    Member
    September 24, 2018 at 4:37 am

    Salesforce Workflow is a business logic that evaluates the records as they are created, updated in an object to apply automated process like Assigning Tasks, Emails, Field Update and outbound message sending.

  • Avnish Yadav

    Member
    September 25, 2018 at 11:22 am

    Hello,

    Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field.

    Thanks.

  • Anjali

    Member
    September 25, 2018 at 12:31 pm

    Hi,

    Workflow is the automation of the following types of actions based on your organization’s processes:

    Tasks – Assign a new task to a user, role, or record owner.
    Email Alerts – Send an email to one or more recipients you specify.
    Field Updates – Update the value of a field on a record.
    Outbound Messages – Send a secure configurable API message (in XML format) to a designated listener

  • Parul

    Member
    September 30, 2018 at 8:59 pm

    Creating a workflow rule
    A workflow in Salesforce is a great way to automate business processes. In order to create a workflow rule, you need 2 things:

    Criteria that cause that rule to run (in this case, when a person’s lead score hits a certain number)
    Actions that execute when a record matches the criteria (in this case, an email alert)
    Navigate to Your Name > Setup > App Setup > Create > Workflow & Approval > Workflow Rules.

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