You can use ^TODAY+X in the Update Value of your worklfow rule. This will update a date field with a variable date. If used on a date/time field it will also apply the current time. A few things to note: ^TODAY+X is case sensitive so all caps X is the number of days that you […]
In Salesforce, task driven workflow is important and we often have the need to trigger a workflow rule when a task is completed. For example, when the first initial contact call is made, update the status and create a follow-up task. Below is a workflow rule where we make use of the “Latest Activity Subject” […]
We are going to walk through how to create a simple workflow rule using the Easy Workflow Salesforce App. The app gives us the ability to initiate much more complex flows. For example we could create a flow which creates a tasks to contact a new lead, when that task is marked complete automatically change […]
Struggling with Professional Edition? Many organization have made the comparison at some point, Salesforce Enterprise vs Professional. Two of the major differences between Professional and Enterprise editions are Workflow and API access. Bundled in the API limitation is the inability to communicate through a web service with a 3rd party API along with the inability to create […]