Salesforce Does Auto Response Rule Trigger Again if the Condition Happens Later

In Salesforce several tools automate the organization'southward business concern processes.

Automating the concern process is crucial so equally identifying the tool from which it should exist implemented.

At that place are several tools for automating the processes in Salesforce:

Workflows in Salesforce

Workflow in Salesforce is a force.com platform business logic engine that allows y'all to define rules to automate certain deportment when a particular criteria is met.

Workflow rules are considered as a container that consists of 2 components:

a. Criteria:

It consists of the condition which if found truthful then the actions should accept place.

b. Actions:

Information technology consists of the deportment that should be performed when the criteria for workflow rule are met.

Every Workflow rule must exist based on a unmarried object because when a rule is defined this object influences the fields that volition exist available to gear up the criteria.

There are 3 types of evaluation criteria for Workflows in Salesforce:

Criteria for rules tin be represented equally a condition or a formula. Actions in workflow rules are of 2 types based on when they are executed:

1. Immediate Actions:

These actions are executed immediately when the criteria for a rule is met.

2. Time-Triggered Deportment:

These actions execute at a specific time which is specified when creating this blazon of activeness.

In these types of deportment when the engagement or fourth dimension comes on which the activity needs to be executed, it once more verifies that the record is still meeting the criteria or non. If yes then it executes the corresponding action otherwise non.

At that place are 4 actions which tin be specified in a workflow rule:

1. Email Alarm:

It sends automated emails using an email template.

Salesforce provides functionality to create email templates that tin exist used to ship emails.

There are iv types of Email templates:

a. Text:

All users can create or alter text email templates.

b. HTML with letterhead:

Administrators and Users with "Edit HTML Templates" permission tin create HTML email templates based on a letterhead.

c. Custom HTML:

Administrators and users with "Edit HTML Templates" permission can create HTML email templates without using a letterhead.

d. Visualforce:

Administrators & Developers can create templates using Visualforce.  Visualforce email templates let for avant-garde merging with a recipient's information where the content of a template can contain information from multiple records.

Email templates are stored in folders. There are 2 folders already present in every Salesforce org:

Unified public Email Templates

Email Templates in this folder are available to every user in the arrangement.

My Email Templates

This folder stores the e-mail templates which are used personally by a particular user.

Note:

If some other object'southward field is added in an email template and so it will be left blank as workflows merely take access to the object for which it is practical.

ii. Field Update:

Field updates permit automatic change of a field value on the record that initially triggered the workflow dominion. If "Re-evaluate Workflow Rules after Field Change" is enabled for a field update action then Salesforce re-evaluates all workflow rules on the object if the field update results in a alter to the value of the field.

Only workflow rules that didn't fire before will be retriggered. Cantankerous Object field updates are too available for changing the values of fields on a related master record. But it is not available when re-evaluation is checked.

3. Tasks:

It simply assigns a job to a single user, possessor, or a office. We tin can also make certain that a notification electronic mail is sent to the assignee when a task is automatically assigned. Tasks should be assigned to roles if they have simply one user assigned to that office. If there are more than than i user assigned to that role so the task automatically gets assigned to the owner of the workflow dominion Users who triggered the workflow dominion.

iv. Outbound Message:

An outbound bulletin sends item data to a designated endpoint such as an external service. These types of messages can be listened to using a Lather API.

All the above actions tin be used equally an immediate action too every bit time trigger actions. Time-triggered actions which are already triggered are visible in Time Based Workflow Queues.

Administrators can also gear up default workflow users. Default Workflow users are the users that will be visible when the user that triggered the rule is non active.

Notes:

  • Time trigger actions cannot exist added to active salesforce workflows. To add together a time trigger action first deactivate the workflow rule then add together an action.
  • Some other fourth dimension trigger cannot be added if there is already a time trigger activity scheduled for that object and present in a time-based workflow queue.
  • The activity a workflow rule takes can too trigger the execution of other workflow rules.

Click to learn about the Approval Procedure.

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Source: https://shreysharma.com/workflows/

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