Can we use formula field in workflow rule?
Currently, if you use a formula field in a workflow trigger criteria, a change in the value of the formula field does not count as a record edit, and will not kick off the workflow.
What is a workflow sequence?
A Workflow is a sequence of tasks that processes a set of data. Anytime data is passed between humans and/or systems, a workflow is created. Workflows are the paths that describe how something goes from being undone to done, or raw to processed.
Which is an example of a workflow rule?
This workflow rule is for sales VP who want to know about cases filed for top accounts. Top accounts are determined by size and revenue. Notify sales VP about cases filed for top accounts. Run this rule if the following criteria are met. Email Alert: Notify VP about cases for large accounts.
How to create a workflow rule in Salesforce?
If you’ve already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn’t enable the pilot in your org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process. Set a default entitlement on each new case.
Where can I find the NPSP workflow rules?
If you’re not familiar with workflow, and are using the NPSP, you’re already a frequent workflow user. Check out Setup > Create > Workflow & Approval > Workflow Rules in your org to see all of the rules that come with the NPSP.
How to create a flow trigger workflow action?
The pilot program for flow trigger workflow actions is closed. If you’ve already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn’t enable the pilot in your org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process.