• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

A Salesforce Best Practice: Working with Salesforce Workflow Automation

By Darren Starr
Facebook
Twitter
Twitter

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.

Would you like more Salesforce Tips and Tricks?

Read our FREE list of Salesforce Best Practices!

Posted in Cloud Computing, CRM, Salesforce Best Practices, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.