Salesforce Workflow Rules: Best Practices for Success
As we know that in Salesforce “Workflow Rules” is an automation tool that automates standard internal procedures/tools and processes to save time across your org. Basically, the workflow automation rule is the main container for a set of workflow instructions. These workflow rules/instructions can always be summarized in an if/then statement. For Ex. If you have symptoms of Omicron then stay at home. Workflow rules can be divided into two main points. There are two types of action in Salesforce workflow Rules:- Basically in Salesforce, workflow rules can have an ‘n’ number of actions at a time. The following actions can be triggered by using workflow rules in Salesforce: Steps to use Workflow Let’s take an example:- If the Account Type is “Technology Partner” then the Industry type will be automatically updated with “Technology”. So, Let’s complete this scenario by using “Salesforce Workflow”. Step – 1 Firstly, we will create a workflow. So firstly go to the setup and search “Workflow” in your Quick find box and select “Workflow Rules” and click on the “New rule”. Step – 2 Now, select the Object in which you want to update the fields. Here, we are selecting “Account” & clicking “Next”. Step – 3 After clicking on the “Next” button, you will get this page to fill your ‘Edit Rule’, ‘Evaluation Criteria’, and ‘Rule Criteria’ So, here Edit Rule: Enter Rule Name Evaluation Criteria:- There are three types of evaluation criteria. Rule Criteria: Basically in this criteria, select criteria are met from the first drop-down menu and In the Field section, select the required field criteria and Explore different options according to your wish and requirement. Then, hit Save & Next. Step – 4 Now, it’s time to choose the Action that we are performing here. So as we have chosen to update the field in action so select “New Field Update” as an action. When you save your action the page will look like this:- Click “Done” & “Activate” it. Step – 5 Now, go to the “Account” and create a new account and select “Technology Partner” in the Type field & hit the “Save” button. When you save this record then the Industry type field will automatically update. Like this, you can choose any action provided in the Salesforce Workflow automation tool according to the business requirement. Are you looking for a registered Salesforce Partner for a successful Salesforce implementation and maintenance? Please feel free to take a consultation call with CloudVandana today. Request a Free Consultation YOU MIGHT ALSO LIKE
