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FREQUENTLY ASKED QUESTIONS


Salesforce


How do I build workflow processes in Salesforce with multiple workflow rules?


Within Salesforce, there are many ways that you can build automation to create tasks, send emails or update fields.  Workflow Rules are the easiest to create however many people want to have dependent workflow rules set up.  For example, when I complete a task, I want to have a task assigned to Jim, and this should be automated.  Action Plan, which only works with some standard objects, is a free application on the Salesforce AppExchange that allows you to associate one workflow rule to another so they work as one process.  If building workflow rules do not meet your business requirements, you may need to use Process Builder or Flow.

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