If rule is enabled to re-evaluate, Salesforce re-evaluates all workflow rules on the object. Rule 1: if Department is updated to '123', change Department to contact.id Rule 2: if Title is updated to 'VP', change Department to '123'. In case when rule 2 is not set to re-evaluate.
Full Answer
What are the evaluation criteria of workflow?
With workflow, administrator can defined Immediate or Time-Dependent Workflow Actions to create new Task, send Email alert, field update and send Outbound Message without the need of a developer to write code. This option is pretty clear, workflow will be evaluated only when user create a record.
How do I test a Salesforce workflow?
Add Workflow CriteriaFrom 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. ... Click Save & Next.
What is evaluation criteria in workflow Salesforce?
Evaluate the rule criteria each time a record is created or updated. If the rule criteria is met, run the rule. With this option, the rule repeatedly runs every time a record is edited as long as the record meets the rule criteria. Note If you select this option, you can't add time-dependent actions to the rule.
How do I monitor a workflow 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.
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 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...
What is evaluation workflow?
The most common method to evaluating workflow is flowcharting. Flowcharts show how processes really happen and help clinicians understand what contributes to different types of flows for the same process. Flowcharts can also help to identify areas of improvement needed in the workflow.
What are the evaluation criteria?
Evaluation criteria are a benchmark, standard, or factor against which conformance, performance, and suitability of a technical capability, activity, product, or plan is measured.
How do you achieve workflow action?
Case 1: Immediate Action Workflow RuleStep 1: Select the object. ... Step 2: Choose the evaluation criteria. ... Step 3: Set up the rule criteria. ... Step 4: Indicate the workflow action. ... Step 5: Activate the workflow.
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 is Process Builder different from workflow?
Process Builder, a newer tool for admins, is capable of performing everything Workflow does and more with the exception of sending outbound messages (messages to another system). While Workflow is able to update some fields, Process Builder is capable of updating any field that has any related record.
What is time-based workflow?
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.