Salesforce Workflow in Brief (Learning/Interview)
1. What is workflow? Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement. 2. Workflow build in which structure? if/then statement. For example: If it’s raining, then bring an umbrella. 3. What all components available in Workflow? Workflow rules can be broken into two main components. Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions. Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria. 4. Different types of criteria available in Workflow Rule? There are 3 types of criteria available in Workflow Rule. Created. Created, and every time it’s edited. Created, and any time it’s edited to subsequently meet criteria. 5. Can we add Time