Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.
What are the limitations of time-dependent workflow in Salesforce?
Time triggers don’t support minutes or seconds. Time triggers can’t reference the following: DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW . Formula fields that include related-object merge fields.
How do I change time-dependent workflow in Salesforce?
Cannot edit ‘time-dependent’ workflow criteria
- To check the time-based workflow queue, click on:
- For the search criteria, enter: Workflow Rule Name | contains| enter your workflow rule name.
- Click on Search.
- If you see any pending action, select the record and remove them from the queue.
What are the four types of workflow actions?
There are four different Rule Actions allowed in Workflow Rules:
- Create a Task.
- Send an Email Alert.
- Send an Outbound Message.
- Update a Record.
How do you check time dependent workflow action?
When a workflow rule is triggered, all the Time-Dependent actions will be placed in the workflow queue. You can check the queued time-based actions by navigating to Setup-> Monitor-> Time-Based Workflow.
How do I monitor my time dependent workflow?
Execution interval of time-based workflow
- Click Setup.
- In the ‘Quick Find’ box, type in Time-Based Workflow.
- Under Monitor, select Time-Based Workflow.
- Click Search to view all pending actions for any active workflow rules.
What is the maximum of time triggers per workflow rule?
500. Active rules per object. (Applies to any combination of active workflow, assignment, auto-response, and escalation rules, as well as record change processes.) 50. Time triggers per workflow rule1.
What is Rule trigger date in workflow?
Configuring a task’s Due Date to “Rule Trigger Date” sets time triggers and workflow task due dates based on the date that the workflow time trigger’s action is executed.
How do I get rid of time dependent workflow actions?
You can manually delete any scheduled actions by going to monitor -> time-based workflow. Find the action and hit delete. You can also delete scheduled actions by editing the record, so that it will no longer meet the execution criteria.
What are the different types of workflows in Salesforce?
Workflows in Salesforce
- Immediate Actions: These actions are executed immediately when the criteria for a rule is met.
- Time-Triggered Actions: These actions execute at a specific time which is specified when creating this type of action.
- Email Alert:
- Field Update:
- Tasks:
- Outbound Message:
