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What is Salesforce Workflow?
What is Salesforce Workflow?
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4 Replies
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Salesforce Workflow is a business logic that evaluates the records as they are created, updated in an object to apply automated process like Assigning Tasks, Emails, Field Update and outbound message sending.
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Hello,
Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field.
Thanks.
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Hi,
Workflow is the automation of the following types of actions based on your organization’s processes:
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 -
Creating a workflow rule
A workflow in Salesforce is a great way to automate business processes. In order to create a workflow rule, you need 2 things:Criteria that cause that rule to run (in this case, when a person’s lead score hits a certain number)
Actions that execute when a record matches the criteria (in this case, an email alert)
Navigate to Your Name > Setup > App Setup > Create > Workflow & Approval > Workflow Rules.
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