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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of:
Criteria that cause the Salesforce CRM application to trigger the workflow rule
Immediate actions that execute when a record matches the criteria
Time-dependent actions that the Salesforce CRM application processes when a record matches the criteria and executes according to the specified time triggers
The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:
|
Rules |
Actions |
Users | ||
|---|---|---|---|---|
|
Object |
Criteria |
E-mail alerts |
Immediate |
People |
|
Time-dependent | ||||
|
Tasks |
Immediate | |||
|
Time-dependent | ||||
|
Field updates |
Immediate |
System | ||
|
Time-dependent | ||||
|
Outbound messages |
Immediate | |||
|
Time-dependent | ||||
|
Example workflow rule | ||||
|
Opportunity |
Whenever an opportunity record is updated |
E-mail Alert |
Immediate |
Account Owner |
Create workflow actions ahead of workflow rules
Create actions and any associated e-mail templates before starting to configure...
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