Workflow consists of the following components:
– Workflow Rules – trigger criteria for performing various workflow actions
– Workflow Tasks – action that assigns a task to a targeted user
– Workflow Email Alerts – action that sends an email to targeted recipients
– Workflow Field Updates – action that updates the value of a field automatically
– Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener (not covered in this class)
– Workflow Rules – trigger criteria for performing various workflow actions
– Workflow Tasks – action that assigns a task to a targeted user
– Workflow Email Alerts – action that sends an email to targeted recipients
– Workflow Field Updates – action that updates the value of a field automatically
– Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener (not covered in this class)
Notes:
• Workflow Rules use workflow actions when their designated conditions are met. Workflow rules can be triggered any time a record is saved or created, depending on your rule settings. However, rules created after saving records do not trigger those records retroactively.
• Workflow Tasks are like task templates, containing the information a workflow rule uses to assign a task to specified users whenever specific business actions trigger the rule. Workflow tasks provide the Subject, Status, Priority, and Due Date for the tasks a rule assigns.
• Workflow Email Alerts are emails generated by a workflow rule using an email template. The emails are sent to designated recipients, either Salesforce users or others, whenever specific business actions trigger a workflow rule.
• Workflow Field Updates specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
• Workflow Outbound Messages send the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
• Workflow Rules use workflow actions when their designated conditions are met. Workflow rules can be triggered any time a record is saved or created, depending on your rule settings. However, rules created after saving records do not trigger those records retroactively.
• Workflow Tasks are like task templates, containing the information a workflow rule uses to assign a task to specified users whenever specific business actions trigger the rule. Workflow tasks provide the Subject, Status, Priority, and Due Date for the tasks a rule assigns.
• Workflow Email Alerts are emails generated by a workflow rule using an email template. The emails are sent to designated recipients, either Salesforce users or others, whenever specific business actions trigger a workflow rule.
• Workflow Field Updates specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
• Workflow Outbound Messages send the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
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