Friday, July 10, 2015

Salesforce: Field Update in Workflow

Field update action in Salesforce workflow is one of the most favourite feature for system admin. Here a few items to note and you may not realize when using field update:
  • Field updates occur after case assignment, lead assignment, auto-response, and case escalation rules.
  • Field updates occur before email alerts, tasks, and outbound messages action.
  • If more than 1 field update to the same field in a workflow, the result of a field update is unpredictable.
  • Field updates function independently of field-level security. Therefore, a workflow rule can update fields even though the user do not have access to the fields at the field-level security.
  • Because updates to records based on workflow rules, it don’t trigger validation rules, assignment, auto-response, or escalation rules.
  • Field updates that are executed as approval actions don't trigger workflow rules.
  • Workflow rules that update owners do not also transfer associated items, such as open Opportunities when it update Account owner.

When Re-evaluate Workflow Rules After Field Change checkbox is selected:
  • It will re-evaluate all workflow rules on the object, if the field update results in a change to the value of the field, workflow rules whose criteria are met as a result of the field update will be triggered.
  • When domino effects occur, it will trigger up to five workflows after the initial field update.
  • Only workflow rules on the same object as the initial field update will be re-evaluated and triggered.
  • Cross-object workflow rules aren’t candidates for re-evaluation, cross-object field updates that cause a field value to change don’t trigger workflow rule re-evaluation.
  • Only workflow rules that didn’t fire before will be re-triggered.

Salesforce processes rules in the following order:
  • Validation rules
  • Assignment rules
  • Auto-response rules
  • Workflow rules (with immediate actions)
  • Escalation rules


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