In Salesforce, the three basic components of a workflow are:
- Criteria: Defines when the workflow rule should be triggered. It’s based on the values of fields in a record, such as a lead status reaching a certain stage.
- Actions: The tasks executed when the criteria are met. These can be immediate or time-delayed, like sending an email or updating a field.
- Time Triggers (if applicable): Schedule specific actions to occur at defined times after the workflow criteria are met, like sending a follow-up email a week after an initial interaction.
How many active workflow rules are there in Salesforce?
In Salesforce, the number of active workflow rules allowed depends on the Salesforce edition being used. For most editions, including Enterprise and Unlimited, there’s a limit of 500 active workflow rules per object. However, this limit can vary based on the specific Salesforce configuration and the organization’s licensing agreement. It’s important to check the current Salesforce documentation or your organization’s Salesforce agreement for precise limits.
What is the difference between workflow rules and process builder?
Workflow Rules and Process Builder in Salesforce serve similar purposes but differ in complexity and capabilities. Workflow Rules are simpler, designed for straightforward tasks like sending email alerts or updating fields when certain criteria are met. Process Builder is more advanced, allowing for multi-step processes with conditional logic, and can perform a wider range of actions, including creating records and invoking Apex code.
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