Slaesforce FAQ

how to remove pending actions in salesforce

by Gina Stracke Published 3 years ago Updated 2 years ago
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Sorted by: 0 In the Quick Find box, select Time-Based Workflow. Set the filter criteria and click Search to view only the pending actions that match the criteria then select the box next to the pending actions you want to cancel and Click Delete.

1 Answer. Show activity on this post. In the Quick Find box , select Time-Based Workflow . Set the filter criteria and click Search to view only the pending actions that match the criteria then select the box next to the pending actions you want to cancel and Click Delete .Feb 5, 2020

Full Answer

Can we remove pending time-based actions?

Record Name: The name of the record that triggered the workflow rule. To cancel pending actions: Select the box next to the pending actions you want to cancel. Click Delete.

How do I delete a workflow action in Salesforce?

Few Simple Steps to Delete Workflow Rules in SalesforceOpen the BOFC Home > Click “Bulk Update, Delete & Export Workflow Rules”It will open below screen for Workflows.User can select single or multiple objects for which workflow rules needs to be deleted.More items...•

How do you delete time-based workflow if there is already an action scheduled?

You can manually delete any scheduled actions by going to monitor -> time-based workflow. Find the action and hit delete. You can also delete scheduled actions by editing the record, so that it will no longer meet the execution criteria.

How do I delete time dependent workflow actions in Salesforce?

If you see any pending action, select the record and remove them from the queue. 5. Once the pending actions are removed from the time-based workflow queue, you can deactivate the workflow rule and the Edit button will be visible in the 'time-dependent' workflow criteria.

How do I delete a pending action in workflow?

1 Answer. Show activity on this post. In the Quick Find box , select Time-Based Workflow . Set the filter criteria and click Search to view only the pending actions that match the criteria then select the box next to the pending actions you want to cancel and Click Delete .

Is it possible to delete the workflow when the workflow is having any pending time dependent actions?

It is not possible to delete the workflow when the workflow is having any pending time dependent actions.

Can we delete workflow rule in Salesforce?

You can deactivate a workflow rule at any time. However, if you deactivate a rule that has pending actions, Salesforce completes those actions as long as the record that triggered the rule is not updated. You can't delete a workflow rule that has pending actions in the workflow queue.

Can we delete workflow rule?

You can manually remove the Workflow Action from within the Salesforce UI by selecting Remove on the Edit page of the relevant Workflow Rule.

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.

How do I change time dependent workflow actions?

Steps to edit timedependent workflow:Deactivate workflow.Clear all existing timdependent actions from here, Click Your Name | Setup | Monitoring | Time-Based Workflow.Then go to workflow and time dependent action then you will see "EDIT" button.

How do I delete a mass queue in Salesforce?

0:051:27How to Delete Mass Cases in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning. Click on deer icon. Setup it opens in a new tab enter mass in theMoreOpen Salesforce lightning. Click on deer icon. Setup it opens in a new tab enter mass in the quickfind. Click on mass delete records. Click on mass delete.

How would you setup time triggered actions in Salesforce?

Required Editions and User PermissionsOpen a workflow rule.In the Time-Dependent Workflow Actions section, click Add Time Trigger. ... Specify a number of days or hours before or after a date that's relevant to the record, such as the date the record was created. ... Save your time trigger.More items...

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