Managing Workflow
Creating New Workflow Rules
Workflow rules give you the ability to enforce key business processes easily without needing to write any code. You can automate your organization’s standard processes by configuring workflow rules.
To create new rules, refer to the following standard Salesforce Help:
- Selecting the Agreement object to which the workflow rule applies
- Configuring the workflow rule settings and criteria
- Configuring the workflow actions
- Activating the workflow rule
Watch a demo: Creating a new workflow rule .
Automating the Process Through Workflow Rules
In this fast-paced world time is money for your organization. You can save time by automating the processes by configuring workflow. Also, you can help make operations more efficient with standardized internal procedures and automated business processes.
To automatically perform the procedures and processes, you must do settings based on your workflow requirements.
Design workflow actions, and then configure workflow rules, and approval processes that determine the conditions under which actions are executed.
Workflow is a series of activities that automates the following types of actions:
Actions |
Description |
---|---|
Tasks |
A task is a type of workflow action by which you can determine the details of an assignment given to a specified user by a workflow rule or approval process. Create tasks and then associate them with the workflow rules or approval processes that will trigger them. When a workflow rule or approval process meets the business conditions that you set up, any tasks associated with it are assigned to designated users with the Subject, Status, Priority, and Due Date of the workflow task. |
Email Alerts |
Email alerts are emails generated by a workflow rule or approval process and sent to intended recipients whenever specific business actions trigger the workflow rule or approval process. Email alerts contain the standard text and list of recipients for an email. It is recommended that you specify an email template for email alerts. |
Field Updates |
Field updates are actions associated with workflow rules or approval processes. With Field updates, you can automatically specify a field value. |
Outbound Messages |
Outbound messages send a secure configurable API message in XML format to a designated listener. For example, automatically initiate the reimbursement process for an approved expense report by triggering an outbound API message to an external HR system. |
Creating a Workflow Task
Creating Email Alerts
- Click CreateWorkflow & ApprovalsEmail Alerts.
- Click New Email Alert.
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Perform the following steps to configure the email alert:
Defining Field Updates
- Click CreateWorkflow & Approvals Field Updates.
- Click New Field Updates.
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Perform the following steps to configure the field update and complete the workflow:
- Enter a Name and Unique Name for this field update.
- Type the Description for the filed that you need to update.
- Select the object for the associated field to update and click Next.
- To re-evaluate the workflow rules on the selected object after the field update is done, select the Re-evaluate Workflow Rules After Field Changecheck box.
- Under the Specify New Field Value section, select an appropriate options from the list of available options based on the Field to Update selection.
- Click Save.
Validating Workflows
After creating a new workflow rule, you must validate the workflow. Once validated, you will receive a confirmation email.
To validate a workflow
- Navigate to the Agreements tab and click New.
- Select a record type for the new agreement and click Continue.
- Type a mandatory Agreement Name and enter a mandatory Account.
- From Select Category, select In Effect. Based on your selection from the Select Category, the Status pick list is auto-populated.
- From Status, select Activated.
- Click Save.