Time-Dependent Workflow is a very nice feature out-of-the-box from Salesforce. You can easily configure it to do action such as: create task, send email alert, field update and send outbound message. The actions will only trigger when before or after certain date or hour as configured.
Table of Contents
How to create time-dependent workflow rule in Salesforce?
Steps to create Time-Dependent Workflow Rule – Action: Log in to Salesforce → Setup → Build → Create → Workflow & Approvals → Workflow Rules → Edit the existing Workflow Rule → Time-Dependent Workflow Actions → Add Time Trigger → Workflow Time Trigger Edit → Click on Add Time Trigger → Input (Number, days, before/after, Rule Trigger date) → Save.
What is time dependent action in Salesforce?
Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date. This action helps to give an automated task to another user in the company.
What is workflow in Salesforce workflow?
Workflow allows you to Update a filed, Create a task, send an Email-Alert and Outbound message based on some criteria. In Salesforce workflow actions are of two types Immediate Action: Immediate actions execute, the moment when the criteria is met.
What is criteria in Salesforce workflow?
Criteria that causes the workflow rule to run. Immediate actions get executed when a record matches the criteria. For example, Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
What are the time dependent workflow limitations?
The limitations of Time-dependent workflow in Salesforce: Time triggers don’t support minutes or seconds. Time triggers can’t reference the following: DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
What is time based workflow Salesforce?
You can define rules that trigger time-based workflow actions off any Date or Date Time field on an object. Example of time-based workflow: Generate critical date reminders to remind Opportunity owners when a large Opportunity (amount greater than $1M USD) is 14 days away from the intended Close Date.
How do I create a time dependent workflow in Salesforce?
Log in to Salesforce → Setup → Build → Create → Workflow & Approvals → Workflow Rules → Edit the existing Workflow Rule → Time-Dependent Workflow Actions → Add Time Trigger → Workflow Time Trigger Edit → Workflow Actions → Edit → Select “Select Existing actions” → Fill in the details(Email Alert / Field update / Task / …
How do you know if a workflow queue is time dependent?
When a workflow rule is triggered, all the Time-Dependent actions will be placed in the workflow queue. You can check the queued time-based actions by navigating to Setup-> Monitor-> Time-Based Workflow.
How is time dependent workflow action tested?
There is a way to test time based workflow. Trigger the workflow, then go to Setup|Monitoring|Time Based Workflow and see that the action has been queued (you can also see what time it’s queued for).
What is time based workflow queue?
Time-based workflow operates on the principle that the workflow actions will remain in the time-based workflow queue until they are executed, or until the record that initiated them no longer meets the workflow triggering criteria.
How many types of workflows are there in Salesforce?
There are two Workflow types availble. Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.
What is the difference between trigger and workflow?
Trigger works before and after some actions,Coding is required. Workflows work only after some actions, Coding is not required. Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
Why is Process Builder better than workflow?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record’s child records need the same update.
What is recursive workflow in Salesforce?
Recursive workflow rule occurs whenever we enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update of a workflow rule, due to this field update other workflow rules on the same object will be fired if the entry criteria of those workflow rules satisfied.
How do I query a time-based workflow in Salesforce?
Lightning ExperienceClick gear icon.Select Setup.In the ‘Quick Find’ box, type in Time-Based Workflow.Under Environments | Monitoring, select Time-Based Workflow.Click Search to view all pending actions for any active workflow rules.
How do you stop a time-based workflow in Salesforce?
If you do not enter anything in to the filters at the top of the screen and select “Search”, all items in the time-based workflow queue will be displayed. From this interface you are also able to stop any queued workflow actions by selecting the check-box and hitting delete.
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When is the time dependent action scheduled?
If a record matching the criteria is created on July 1st and the Close Date is set to July 30th, the time-dependent action is scheduled for July 23rd. However, if the Opportunity is set to “Closed Won” or “Closed Lost” before July 23rd, the time-dependent action is automatically removed from the queue.
How long does Salesforce evaluate pending actions?
All pending actions are evaluated only for as long as the rule criteria is true. While Salesforce evaluates the rule every time the record is updated, it does not trigger all the actions associated with the rule every time.
What are the two sections of the Workflow Engine?
This feature leverages the existing Workflow engine, which includes two sections: Immediate actions and Time-dependent actions.
What happens when you create an Opportunity Reminder Rule?
Example: When you create an Opportunity reminder rule, it doesn’t run against existing Opportunities. The new rule only applies to records created or updated after the rule is activated.
Can you configure a time dependent workflow action?
Yes, it’s not possible to configure a time -dependent workflow action that’s set to evaluate criteria “Every time a record is created or edited.”
Can you define rules that trigger time-based workflow actions off any Date or Date Time field on an object?
You can define rules that trigger time-based workflow actions off any Date or Date Time field on an object.
Does Salesforce recalculate time triggers?
Salesforce recalculates the time trigger as long as the time trigger has not yet fired and the recalculation does not reschedule the time trigger to a date in the past .