LoginFlow
- Demo about how to setup email-notification as soon as a user (Admin) logins into Salesforce Org using Flow
Process Builder and Trigger Collision
Avoid Recursive Trigger Calls
public class checkRecursive {
public static Set SetOfIDs = new Set();
}
//=====
trigger testTriggerOrder on Account (before update) {
List accountList = trigger.new;
System.Debug('Inside testTriggerOrder at : ' + DateTime.now() );
for(Account acct: accountList){
if(!checkRecursive.SetOfIDs.contains(acct.Id)) {
if(acct.rating == 'Hot') {
System.Debug('Going to update Account Record');
acct.NumberOfEmployees = Integer.valueOf( Acct.NumberOfEmployees*1.1 );
}
checkRecursive.SetOfIDs.add(acct.Id);
}
else {
System.Debug('Update to Account Record already done!');
}
}
}
//=====
Workflow Use Cases
- Tasks — Assign a new task to a user, role, or record owner
- Assign follow-up tasks to a support rep one week after a case is updated
- Email Alerts — Send an email to one or more recipients you specify
- Send sales management an email alert when a sales rep qualifies a large deal
- Outbound Messages — Send a secure, configurable API message (in XML format) to a designated listener
- Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report
- Field Updates — Update the value of a field on a record
- Change the Owner field on a contract three days before it expires
Workflow Rule Components
- Criteria that cause the workflow rule to run
- Immediate actions that execute when a record matches the criteria
For example: Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created
- Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers
For example: Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date
Workflow Field Update Simple - Use Case
Workflow Field Update Simple - Use Case - Action
Workflow Field Update Simple - Use Case - Rule with Action
Workflow Field Update Simple - Use Case - Rule with Action
Workflow Field Update Simple - Use Case - Rule with Action contd.
Workflow Field Update Simple - Use Case - Logs
