Last Updated on January 21, 2022

Workflows

Workflows are one of the powerful features of Salesforce. It helps to automate many actions like updating a field, creating a task, sending an Email-Alert, and Outbound message based on some criteria.

In Salesforce actions are of two types

Immediate Actions

Immediate actions execute, the moment when the criteria is met.

Time-Dependent Action

Time-Dependent actions execute at a specific time defined by you, such as sending an Email alert after 48 hours of lead creation. When the specified time passes, the workflow rule re-evaluates to check that the record still meets the rule criteria or not.

Also Read: How To Create A Flow?

Steps to Configure Time-Based Workflows

Here we have the requirement that we want to send the registration confirmation message to the lead after the 30 days last modified date, if the status of lead is Completed then only it will send the email.

  • Create Email Template
  • Create a Workflow Rule with Time Trigger.
  • Add Email Alert to Workflow by Adding New Email Alert Action.

Step 1: Create a new Email Template

Go to Setup -> Quick Find Box -> Search for Email Template -> Create New Email TemplateCreate a new Email Template

Email Template

Time based workflows

Also Read: How To Create A Salesforce Lightning Map Component?

Step 2: Create a New Workflow Rule

Go to Setup -> Quick Find Box -> Search for Workflow Rule -> Create New Workflow Rulenew workflow rule

Create a New Workflow Rule

hire salesforce developers

edit New Workflow Rule

Workflow Rule

time based Workflow

You can also Create an email alert from Setup -> Quick Find Box -> Search for Email Alert -> Create New Email Alert Salesforce workflows

Step 3: Add Email Alert in Time-Based Trigger

Add Email Alert in Time-Based Trigger

Step 4: While Activating the Flow

While Activating the FlowSearch for Time-Based Workflows:Search for Time Based Workflows
Planning to hire salesforce consultants? For expert assistance get in touch with our salesforce development team.

Learn More: How to Create Survey with Salesforce Surveys and How to Implement Salesforce SSO Using OAuth

Author

With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.