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In this article, the editor introduces "what is Salesforce workflow" in detail, the content is detailed, the steps are clear, and the details are handled properly. I hope this "what is Salesforce workflow" article can help you solve your doubts.

one。 Configuration of workflow

1. Settings-> create-> Workflow and approval-> Workflow rules

After selecting, we will see a page that shows all the workflows that have been created.

From the description information, we can see that the execution process of the workflow is that when a record meets the standard conditions of the workflow rules, the operation of the workflow setting is automatically executed.

Practice is the truth, so let's create a workflow. Creating a workflow is simple and requires only 3 steps.

Step 0: click the New Rule button

Step 1: select which object you want to create a workflow for, and then click next

Step 2: set the name of the workflow and the standard conditions under which the action of this workflow will be performed automatically

Note:

1. Evaluation conditions: the system chooses the third by default, that is, when the record is created or modified, the following verification rules are verified, and if the conditions are met, action is executed, in which the action part also needs to configure time trigger, which is described in step 3. If the first method is selected, the verification can only be performed when the record is created. If you select the first method, the record can only perform workflow once at most. If the second method is selected, the following check will be performed for each addition or modification operation. If the verification is successful, the action of step 3 will be performed. In the second way, there is no need to configure time trigger, and the action operation will be performed immediately.

two。 Rule condition: this part is the key to workflow execution. Only when the workflow meets the set verification condition can the corresponding action be executed. Note that the part of 2 is a drop-down box. When another formula evaluates to true option is selected, the bottom becomes a formula box. When the verification condition is true, the relevant action operation will be performed.

3. Field / Formula Box: used to set standard conditions. Workflow configuration actions will only be triggered when the record meets the set standard conditions. It should be noted here that not all formula functions support formula here. You need to check whether the function used supports workflow.

Step 3: configure action that meets the standard conditions. It is divided into 4 situations:

1. New email warning (New Email Alert): click the link

two。 New field update (New Field Update): update the field values of the sObject associated with this workflow

3. New outbound message (New Outbound Message): click the link

Tip: post-creation workflow is not enabled by default and needs to be enabled. For a new field update operation, you need to set a value. (Xiao Meow forgot to set the value "┭┮" ┭┮ the first time he used it.)

two。 Attention points of Workflow

1. Workflow (WorkFlow) is executed only after the trigger (Trigger) is executed (after trigger) meets the conditions.

two。 A workflow (WorkFlow) can only work on a single sObject

3 the action operation of the workflow can be set to more than one. If there is more than one action, perform the field update (Field Update) operation first and then perform other operations.

4. $Label is not allowed in the rule condition formula of workflow

5. When sObject is deleted, its bound workflow (WorkFlow) is also automatically deleted

6. When you want to use a WorkFlow instead of a trigger (Trigger), be sure to delete the relevant trigger before opening the workflow (WorkFlow), otherwise an exception will be thrown.

Three. Field update Filed Update

After reading this, the article "what is Salesforce Workflow" has been introduced. If you want to master the knowledge points of this article, you still need to practice and use it yourself. If you want to know more about related articles, welcome to follow the industry information channel.

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