What is Workflow?
Work process guidelines can help mechanize the accompanying sorts of activities in view of your association’s procedures: Tasks: Assign another undertaking to a client, part, or record proprietor. Email Alerts: Send an email to at least one beneficiaries you indicate. Field Updates: Update the estimation of a field on a record.
Workflow Rules in Salesforce
A considerable lot of the undertakings you typically relegate, the messages you routinely send, and other record refreshes are a piece of your association’s standard procedures. Rather than doing this work physically, you can arrange work process guidelines to do it consequently.
![Workflow In Salesforce 7 workflow in salesforce featured image](https://www.kcloudtechnologies.com/wp-content/uploads/2020/08/workflow-in-salesforce-1-638.jpg)
Work process guidelines can help computerize the accompanying sorts of activities in view of your association’s procedures:
- 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.
![Workflow In Salesforce 8 Salesforce Finance Cloud Implementation](https://www.kcloudtechnologies.com/wp-content/uploads/2020/08/workflow.jpg)
For example, workflow rules can:
- 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.
Each workflow rule consists of:
- Criteria that cause the workflow rule to run.
- Immediate actions that execute when a record matches the criteria. For example, salesforce.com can automatically send an email that notifies the account team when a new high-value opportunity is created.
- Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers. For example, salesforce.com can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.
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