SALESFORCE CRM Workflow Create

 

- Info:

- This tutorial shows how to create single workflow consisting of single rule and action.

 

- Select Object:

- ivor online

- Setup

- Create

- Workflows and Approvals

- Workflow Rules

- New Rule

- Select object: Invoice

- Next

 

- Define Rule:

- Rule Name: Update Date paid

- Evaluate rule: When a record is created, (only once)

- Field: Status

- Operator: Equals

- Value: paid

- Save & Next

 

- Define Action:

- Add Workflow Action

- New Field Update

- Name: Set Date paid to paid

- Field to Update: Date paid

- Use a formula to set the new value: CHECK

- Today()

- Save