• #38985
    Forcetalks

    What is Workflow?

    What is Workflow?

    #38986
    Salesforce | shariq shariq #1
    Forcetalks

    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.

    #39168
    Forcetalks

    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.

    #39204
     Anjali #7
    Forcetalks

    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

    #39688
    Salesforce | Parul Parul #2
    Forcetalks

    Workflow provide easy way to perform 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

    #42134
    Salesforce | Parul Parul #2
    Forcetalks

    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.

    #42137
    Salesforce | Parul Parul #2
    Forcetalks

    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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