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Can a workflow Trigger a Flow?
Create a flow trigger workflow action to launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code.
How do I update my quota in Salesforce?
Change Quota Settings and Fetch Quotas.
- From Setup, enter quota in Quick Find, and then click Forecasts Quotas.
- Change the quota settings:
- Click Show Quotas.
- Click the checkbox in front of Alek Wozniak and then click Edit Select Rows.
- Enter this quota information:
- Click Save.
What are forecasting items in Salesforce?
Forecasts are expressions of expected sales. They help sales teams predict and plan their sales cycle from pipeline to closed sales, and to manage sales expectations throughout the company. In Salesforce, a forecast is based on the gross rollup of a set of opportunities.
How do you trigger auto launched flow?
Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
What is quota in Salesforce?
A quota is the monthly or quarterly sales goal that’s assigned to a user or territory. A manager’s quota equals the sales that the manager and team are expected to generate together.
How do I upload a quota in Salesforce?
Use Data Loader to upload your quota information to Salesforce.
- Launch Data Loader.
- Click Insert.
- Log in with your username and password.
- Click Next.
- Click Show All Salesforce Objects.
- Select the Forecasting Quota object from the list.
- Click Browse, and then choose the . csv file to upload.
- Click Next.
How is the trigger used in the Flow app?
The trigger is used for manually triggering a Flow from a the Flow Mobile app. This places a circular button on the Flow app (shown below) that, when pressed, triggers the related flow.
When to trigger a flow in Salesforce object?
I want to trigger a flow whenever a ‘checkbox’ field in Account object is set to Yes (checked) and another field is blank. I have no knowledge of the format used in OData filter and OData query and have already spent several hours trying to get this to work but no luck so far. Any help will be greatly appreciated! Solved! Go to Solution.
When does a trigger flow run in OData?
Create and Delete apply to all columns of a row. The filter expression provides a way for you to define an OData style filter expression to help you to define the trigger conditions even more precisely. The flow runs only when the expression evaluates to true after the change is saved in Dataverse.
How to trigger a flow in a table?
Use filter conditions to set conditions for when to trigger flows. Use the Column filter box to define a set of comma-separated, unique names for the table, as shown in the following image. The flow runs only when these columns change on the specific rows. This property applies to the Update condition only.