Not possible to use wild card at maximum you can do this Take this example we have a pick list which has three options Active, InActive and Other and I want to write a formula to check both Active and InActive
Table of Contents
What are workflow rules in Salesforce?
Workflow rules (or simply workflow) is an automation tool in Salesforce that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures. Workflow rules indicate specific criteria to be met in order to trigger automated actions.
What are W orkflows in Salesforce?
More simply put, w orkflows are how you tell Salesforce to do things for you. They’re triggered when you create or edit a record, according to criteria that you set. Once triggered, they can perform actions immediately, or on a time-delayed fashion.
How can Salesforce workflow automation help your business?
Keeping things nice and organized is great for any business. The same goes for saving precious time on routine work which could be easily replaced by well-orchestrated “conveyor belt” processes. Salesforce workflow automation is, by all means, a lifesaving and efficient feature to surely get ahold of and use to your business’ advantage.
What is the fourth workflow action in Salesforce?
The fourth workflow action is used for forwarding SOAP messages to external systems using notifications. An example of this action’s use is when apart from Salesforce, you have another external system where data is kept, say, for marketing purposes.
How do I use wildcards in Salesforce?
To find a literal asterisk (*) inside a phrase, enclose the string between quotation marks and precede the special character with a backward slash (\). The backward slash is an escape character. Examples: To find items that start with john, such as, john, johnson, or johnny, enter john* .
Can you use contains in Salesforce formula?
Salesforce: Formula with CONTAINS() function You can use CONTAINS() function in Salesforce from formula field, validation rule, workflow rule and etc. But it commonly used in validation and workflow rules to search for a character or string in a text field.
Can a formula Field be unique in Salesforce?
You’re right, you can’t make a formula field unique.
How do I use contains in Salesforce flow?
In a flow, the CONTAINS function checks all characters within its parentheses. For cross object field references, CONTAINS works like it does in the rest of Salesforce. It checks only the first 250 characters in the reference.
What is a workflow rule in Salesforce?
Workflow rules (or simply workflow) is an automation tool in Salesforce that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures. Workflow rules indicate specific criteria to be met in order to trigger automated actions.
What is workflow rule?
Workflow rules indicate specific criteria to be met in order to trigger automated actions. For instance, based on a record change (like the “Date” field) on an Opportunity, an auto-notification email alert can be sent to a User.
How to benefit from workflows?
The third way to benefit from workflows is by setting up email alerts (via email templates) that would be sent to receivers or lists. For instance, creating a workflow rule that would track the end dates of contracts and then send out notifications would be very handy. Case in point, if the expiration date of a contract with an employee/partner/client/etc is coming up, an automatic alert could be sent to the manager or person responsible for keeping track of such things. This way you can avoid missing deadlines and unfortunate consequences.
What is a fourth workflow action?
The fourth workflow action is used for forwarding SOAP messages to external systems using notifications. An example of this action’s use is when apart from Salesforce, you have another external system where data is kept, say, for marketing purposes. Let’s suppose that these systems have common client data, and if a change is made on a field in Salesforce (f.i. in the last name of a customer) a workflow rule can send an outbound message to this marketing system, signaling an analogous field update in the client name.
How to create a new rule in a process automation?
In order to get started with the process, type in “Workflow” in the “Quick Find”, select the “Workflow Rules” under “Process Automation”, and press the “New Rule” button in the center of the page. In the “Object” field select “Opportunity” from the dropdown list and press “Next”.
When setting up a non-immediate workflow, should you indicate the triggers?
When setting up a non-immediate workflow, you should indicate the triggers which will launch your pre-defined action and specify the time frame (Date or Date/Time) when the rule must be performed.
Can you add time triggered actions to Salesforce workflow?
Moreover, keep in mind that it isn’t possible to add time-triggered actions to the workflows which are already active.
Follow Up When a Platinum Contract Case Closes
This example assumes that a Contract Type custom picklist is used to identify the contract level on cases and that the picklist contains the Platinum value.
Assign Credit Check for a New Customer
This example assumes that a New Customer custom field is on opportunities.
Notify Account Owner About New, High-Priority Cases
This example assumes that a Service Level Agreement custom picklist called SLA identifies the agreement level on accounts and contains the Platinum value.
Set a Default Entitlement for Each New Case
This example assumes that an active, autolaunched flow looks up the relevant entitlement based on the account, asset, or contact associated with the new case and updates the case with the entitlement name.
Notify Sales VP About Cases Filed for Top Accounts
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.
Set Default Opportunity Name
The opportunity naming convention for some companies is Account Name: Opportunity Name. To automate the default name of each opportunity in your org, create the following workflow rule.
Set Target Resolution Date for Cases
This example sets a case resolution date based on the value of a field on the associated account. It uses a custom picklist field on accounts called Support Level, which has three values: Basic, Standard, and Premium. It also has a custom date field on cases called Target Resolution Date.
Workflow Rule Basics
Workflow rules allow you to configure Salesforce to take certain actions based on certain data conditions. More simply put, w orkflows are how you tell Salesforce to do things for you. They’re triggered when you create or edit a record, according to criteria that you set.
How to Set Up a Workflow Rule
Workflows are created in the Setup menu by going to Create > Workflow and Approvals > Workflow Rules. When you create a workflow rule, you start by picking the object that you want the system to monitor for changes. You then decide the set of circumstances that will trigger the workflow.
What is workflow rule in Salesforce?
A workflow rule is an order created by a Salesforce user to perform an automated action when another condition or series of conditions have taken place. These actions can happen instantly, or they can be set to operate after a certain amount of time.
Why is time dependent action in Salesforce?
In time-dependent action, salesforce reevaluates the criteria. This is because we can update the criteria at any time. Time trigger action can not be added to the active workflow. we can not add a new time trigger if any record of that object is associated with earlier time-triggered action.