Salesforce Workflow evaluates records as they are created and updated and determines if an automated action needs to occur. In a way it allows records to speak up or do something – update data, notify people or external systems.
Salesforce Workflow replaces the constant monitoring users have to otherwise do via reports, dashboard or views to know whether or not it is time to act.
Using Salesforce Workflow will give you greater control over routine activities, eliminate redundant tasks, automate approvals, and widespread adherence to your business processes.
However, as wonderful as all this Salesforce Workflow automation is, too much of a good thing can also be challenging.
Here are a few tips to remember when setting up your Salesforce Workflow to keep it useful and effective:
1. Be careful with field updates – When designing field updates, be careful not to overwrite previous data.
2. Field updates only work from the one to the many – A field update cannot populate a field on an account from a contact butit can populate a field on all contacts from an account.
3. Workflow emails will not log an activity – To log an activity from a workflow email, you will need to create a second action to create a task as closed when the workflow is triggered.
4. A user cannot be deactivated if they are part of a workflow – Be sure to remove a user from all workflow actions before attempting to deactivate them
5. Email alerts can become bothersome – Think out your email alerts well before implementing them. Too many and they will start to be ignored.
StarrData is a Salesforce Partner that helps companies deploy, optimize and support Salesforce.com. If you would like information on the services we offer call us at (888) 391-4493 Ext. 101.