How do I create a workflow rule in Salesforce lightning? Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules.
What is Salesforce Lightning flow?
Lightning Flow is a powerful example of how the Lightning Platform works together to make our Trailblazers more productive, and deliver the experiences customers and employees love. It marks the beginning of what is going to be a big transformation of Salesforce towards process-driven applications.
What is a workflow in Salesforce?
Salesforce offers workflow capabilities that provide a declarative, drag-and-drop design environment to build our business process logic. You may have heard several terms used interchangeably when referring to flows.
How do I style a form in Salesforce Lightning?
For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.
What is the Salesforce flow product?
In short, the Salesforce Flow product includes a couple of tools. One of them, Flow Builder, lets you create flows. Every flow is made up of three building blocks.
How do I create a workflow in Salesforce?
Create a Workflow RuleSet the Criteria for Your Workflow Rule. Get started with creating a new workflow rule by selecting the object the rule relates to and configuring its criteria.Add Automated Actions to Your Workflow Rule. ... Identify Your Salesforce Org's Default Workflow User. ... Activate Your Workflow Rule.
How do I create a workflow active in Salesforce?
To activate a workflow rule, click Activate on the workflow rule detail page. Click Deactivate to prevent a rule from triggering or if you want to edit the time-dependent actions and time triggers that are associated with the rule. You can deactivate a workflow rule at any time.
How do you create a workflow rule?
Required Editions and User PermissionsFrom Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.Click New Rule.Choose the object to which you want this workflow rule to apply.Click Next.Give the rule a name and description.Set the evaluation criteria. ... Enter your rule criteria.More items...
Is flow same as workflow in Salesforce?
Despite their similar names, workflow rules and flows are separate Salesforce features for automating business processes. A workflow rule is the main container for a set of workflow instructions, which can be broken into two main components.
How do I create an automated workflow in Salesforce?
Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger. For our example, set the Object to Task.
What is the difference between workflow and process builder?
In Workflow, if you put multiple actions on criteria, there is no way to predict or control which action will happen first. However, with Process Builder, you are able to control the multiple actions set to criteria and what order you want them to take place in.
What is workflow in Salesforce with example?
Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement. For Example: If you have symptoms of Coronavirus then stay at home.
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 Salesforce workflow?
Workflow in Salesforce is basically a container or business logic engine which automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will get executed.
What is the difference between workflow and lightning flow?
Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren't tied to any one object. They can look up, create, update, and delete records for multiple objects.
What is lightning flow in Salesforce?
Lightning Flow provides definite process automation for every Salesforce app, experience, and portal. Lightning Flow has two point-and-click automation tools: Process Builder, which allows you to build processes. Flow Builder, which allows you to build flows.
Should I use process builder or flow?
With recent updates, everything you can do in Process Builder can also be done in Flow Builder—but Process Builder is a lot simpler and easier to use. So, Process Builder is generally a good way to introduce simple automations, while Flow Builder is a better choice for more complex automations.
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.
Example
The Aura Components Basics Trailhead module walks you through building a form for creating an expense record.
Implement a Basic Form
Before proceeding, we recommend that you have working knowledge of web forms, as the rest of the topic builds on that concept.