Use this link to share with your colleagues:
Introduction to Workflow: https://help.pm.leapevent.tech/a/907318
Workflow is an automation tool native to the Salesforce.com platform. Note that Salesforce has plans to retire this tool in the near future, though it is still possible to create Workflow rules today.
Here is a condensed version of Salesforce's workflow overview.
To help set you up for success, we’ve put guidelines together to help you avoid interfering with PatronManager functionality, corrupting your data, and to prevent negative impacts to your customizations due to PatronManager product upgrades.
Workflow falls under Salesforce Administration and is therefore outside the scope of PatronManager support services. If you have questions or need assistance, reach out in the Client Community or reference Salesforce's resources.
Workflows take manual processes and make them automatic!
Workflow allows you to automate standard internal procedures and processes to save time across your organization.
Workflow rules contain a set of instructions
These instructions can always be summed up in an if/then statement, such as:
If it’s raining, then bring an umbrella.
Workflow rules can be broken into two main components: Criteria and Actions
Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.
For more information on rule criteria, check out this article.
Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.In the raining example, the criteria is “it’s raining” and the action is “bring an umbrella”. If the criteria isn’t met (it isn’t raining), then the action isn’t executed (you don’t bring an umbrella).
Each workflow rule applies to a single object.
For more about object selection, check out this article.
When a record meets all the criteria for a workflow rule, that rule’s actions are executed. Just like with criteria, you should know about the different types of actions.
Task Actions
Create a task. For example, assign follow-up tasks to a development associate.
Email Alert Actions
Send an email by referencing an email template. For example, email the box office manager when a VIP patron purchases tickets.
Field Update Actions
Update a field on the record that the workflow rule evaluated or a related record. For example, when a user record is created, set the Active field to true.
***The order in which individual actions and types of actions are executed is not guaranteed. However, field update actions are executed first, followed by other actions. For more about workflow actions, check out this article.
When Do Workflow Rules Get Triggered?
Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria. However, rules created after saving records aren't triggered by those records retroactively.
Saving or creating records can trigger more than one rule.
Mass replacing picklist values does not trigger workflow rules.
For more information on evaluation criteria, check out this article.