SALESFORCE CRM Workflow

 

- Info:

- Workflows are used to automate certain actions in your business process.

- It is made of single rule which can trigger multiple actions or put them in time dependent queue.

 

- Actions:

- Tasks - Assign a new task to a user, role, or record owner.

- Email Alerts - Send an email to one or more recipients you specify.

- Field Updates - Update the value of a field on a record.

- Outbound Messages - Send a secure, configurable API message (in XML format) to a designated listener.

 

- Examples:

- Assign follow-up tasks to a support rep one week after a case is updated.

- Send sales management an email alert when a sales rep qualifies a large deal.

- Change the Owner field on a contract three days before it expires.

- Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.

 

- Workflow consists of:

- Criteria that cause the workflow rule to run.

- Immediate actions that execute when a record matches the criteria.

For example, send email when high-value opportunity is created.

- Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers.

For example, send an email reminder if a high-value opportunity is still opened ten days before the close date.