Workflow and Approvals Overview
Workflow and Approvals Overview
Organization’s standard
processes are automated by workflow and
approvals.
Workflows
Each
workflow rule consists of –
- Criteria
that determine when Salesforce executes workflow rule.
- Immediate
action to be taken when the workflow rule executes.
- Time-dependent
actions that Salesforce queues when the workflow rule executes.
Workflow
automates the following types of
actions:
- Email
alerts
- Tasks
- Field
updates
- Outbound
messages -
Workflow evaluation criteria
created
|
Evaluate
the rule criteria each time a record is created. If the rule criteria is met,
run the rule. Ignore all updates to existing records.
With
this option, the rule never runs more than once per record.
|
Evaluate
the rule criteria each time a record is created or updated. If the rule
criteria is met, run the rule.
With
this option, the rule repeatedly runs every time a record is edited, as long
as the record meets the rule criteria.
Note
You can't add time-dependent actions
to the rule if you select this option.
|
|
(Default)
Evaluate the rule criteria each time a record is created or updated.
§ For a new record,
run the rule if the rule criteria is met.
§ For an updated
record, run the rule only if the record is changed from not meeting the rule
criteria to meeting the rule criteria.
With
this option, the rule can run multiple times per record, but it won’t run
when the record edits are unrelated to the rule criteria.
For example, suppose that for an
opportunity record to meet the rule criteria, the opportunity probability
must be greater than 50%. If you create an opportunity with a probability of
75%, the workflow rule runs. If you edit that opportunity by changing the
probability to 25%, the edit doesn’t cause the rule to run. If you then edit
that opportunity by changing the probability from 25% to 75%, the edit causes
the rule to run. With this last edit, the rule runs because the record is
changed from not meeting the rule criteria to meeting the rule criteria.
|
Approvals
An
approval process is an automated process your organization can use to approve
records in Salesforce. An approval process specifies the steps necessary for a
record to be approved and who must approve it at each step. A step can apply to
all records included in the process, or just records that meet certain
administrator-defined criteria. An approval process also specifies the actions
to take when a record is approved, rejected, recalled, or first submitted for
approval.
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