How to debug workflow rules in Salesforce?
- 1. Go to Setup --> Monitor --> Log --> Debug logs.
- 2. Click "New" button and add your name to get the debug logs.
- 3. Create or update the record to meet the workflow criteria.
- 4. Open the log and view its workflow log.
Full Answer
How to troubleshoot workflow issues in Salesforce?
One of the easiest option to troubleshoot workflow is using Debug Log, navigate to Setup | Logs | Debug Logs. You need to define Traced Entity (in this case, select User), Start Date Time, Expiration Date Time, and Debug Level (choose finest).
How to create Debug log for a user in Salesforce?
You need to define Traced Entity (in this case, select User), Start Date Time, Expiration Date Time, and Debug Level (choose finest). Once a record is create or update, refresh the debug log and notice new log is added. Here are few samples with debug log detail: 1. One workflow and criteria no match
How do I debug workflow execution?
Workflow execution goes into the standard debug logs. If you navigate to Setup > Logs > Debug Logs and click "New" on the monitored users list, and start monitoring a user who will execute a workflow scenario (probably yourself, right?) you can then perform the intended action on the relevant record (which depends on your WF object type).
Why is my workflow rule not working?
Workflow rule seems not to trigger even though record meets criteria. You want to understand the sequence in which workflows are being executed. The first step for all the scenarios above, is to create a Debug Log for the user who is performing the action.
How do I track workflow rules in Salesforce?
How to debug workflow rules in Salesforce?Go to Setup –> Monitor –> Log –> Debug logs.Click “New” button and add your name to get the debug logs.Create or update the record to meet the workflow criteria.Open the log and view its workflow log.
How do you test a workflow rule?
The best way to test workflow rules is to create/update records as per conditions specified in the workflow. Always test for both positive and negative scenarios.
How do you check if workflow rule is triggered or not Salesforce?
One thing you could do is go to Setup->Monitoring->Debug Logs and turn on a debug log, then do whatever it is you need to do to make that workflow fire. You'll get a trace of what went on, and whether the workflow criteria matched, and whether it sent the email or not.
How do I check my workflow status in Salesforce?
From Setup, enter Time-Based Workflow in the Quick Find box, then select Time-Based Workflow. Click Search to view all pending actions for any active workflow rules, or set the filter criteria and click Search to view only the pending actions that match the criteria.
How do I troubleshoot a workflow in Salesforce?
You can use Debug Logs to troubleshoot Workflow Rules....Click the Gear icon then Setup | Platform Tools | Environments | Logs | Debug Logs | New.On the lookup field, search for the user who is performing the action.Reproduce the action in question (create or edit a record to trigger the workflow).More items...
How do you test a workflow outbound message in Salesforce?
Testing Outbound Message in SalesforceCreate bucket in Runscope. It will create a key for bucket created, such as: qzmf6xszmqqb. ... Setup Outbound Message. Navigate to Setup | Create | Workflow & Approvals | Outbound Messages. ... Setup Workflow or Approval Process. ... Test.
How do you troubleshoot a workflow?
Errors can either be caused by how the workflow is set up or by issues with the enrolled records:To fix errors associated with a workflow, click Edit in the upper right to access the workflow editor.To fix errors associated with a record, click the Name of the record to access the object record.
How do you know if a workflow is triggered?
Go to transaction SWEL and check if an event is created. If not, check in transaction SWELS if the event log is activated. - If you see an event but no workflow is triggered, proceed with step 3. - If you see an event and a workflow is triggered, but the status of the triggering shows an error, proceed with step 3.
How do I check flow logs in Salesforce?
Open Setup as a System Administrator then search for “Debug Logs” in the quick find textbox. Click Debug Logs. In the Monitored Users, click the New button. Click the magnifying glass and search for the user that will be running the flow.
What are the limitations of workflow rules?
Salesforce limits the number of total and active rules in your org, the number of time triggers and actions per rule....Required Editions.Per-Org LimitValueTime triggers per workflow rule110Immediate actions per workflow rule140Time-dependent actions per time trigger40Workflow time triggers per hour1,0005 more rows
What happens when a workflow is re evaluated?
The reevaluated workflow rule's immediate actions cause the record to no longer meet the workflow rule criteria. An Apex after trigger that is executed as a result of a workflow or approvals action causes the record to no longer meet the workflow rule criteria.
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.
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.
