Configuring Tasks in Workflow Rules

Is Workflow What?
Workflow Is A Way That Explains How A Task, Is Being Processed.Generally, Any Company Works More Effectively, With Common Internal And Computerized Business Processes.Use Salesforce, To Operate These Processes Automatically, Depending On Your Company'S Workflow. Workflow Rules in Salesforce online training are the computerized actions, that are used in the business process to assign a task, send Email alerts, update a field.

How to Create Work Flow:

  Get started with workflow tasks, find tasks in the quick find box and choose Tasks Select.
The Record Type That You Select, Decides The Rules In Which You Can Connect With The Workflow Task.Workflow Tasks Can Only Be Connected With Workflow Rules, For A Similar Type Of Record Like Lead, Account, Contact, Etc.
When You give a workflow task to a team, that has greater than a single person, the holder of the record that activated the rule is the task assignee.If
the workflow tasks given to an empty role, are again given to the person who activated
Your rule With Start Any Workflow Notation, So That You Can Differentiate Your Workflow Tasks With Other Tasks.
Verify If Any Workflow Rules Are Using Workflow Task, Before Removing It.
Do Not Assign Workflow Tasks To Roles With More Than One User.
How To create Email Alerts:
Email alerts compose an email to persons, that you mention.For instance, When a sales officer achieves a big deal, send an email alert to sales management automatically.To create email templates for your workflow alerts, In the setup, Type Email Alerts in the find box, and choose Email Alerts.Add
extra members that are not salesforce leads, users or contacts.Name
the template that is used for email alerts.
Opposite To Workflow Tasks, Workflow Alerts That Are Created To Mail A Role That Is Occupied By More Persons Will Send An Email To Every Person In That Position.Use Merge Fields In Email Templates, To Keep A Link To An Opportunity Or A Case.

Field Updates:
Field Updates Modify The Field Value For Instance, Change The Owner Field On An Agreement, Two Days Before It Expires. For Field Updates, In The Setup, Type Field Updates In The Find Box, And Choose Field Updates
Design Field Updates if you want to use a formula, don't choose a picklist or checkbox field as the updates on formulas, are not encouraged on a formula.If your field update depends on the formula, then use the functions and operators that used for custom formula fields .Make sure the field is not necessary if you want to change a field's value with a blank value.Verify if any workflow rules are using field Update, before removing it.

Outbound Messages:
Outbound messages send a safe programmable API message in XML format, to a selected listener.For instance, start the repayment process for an accepted expense record, by activating an outbound API message to the outer HR system Automatically.To Initiate Outbound Messages, In The Setup, Type Outbound Messages In The Find Box, And Outbound Messages.
You Do Not If Have Outbound Messaging Enabled, You Can Not See Options. In This Case, Contact Salesforce To Allow Outbound Messaging.
You Can Give The Session ID In Your Outbound Message.
Design Outbound Messages For Custom Or Standard Objects.
These Messages are sent as salesforce clients.Direct the client to use while sending your outbound message.

How to create Workflow Rules:
When records meet certain standards, workflow rules plan and implement workflow actions. For instance, compose an email alert to the account team of the high-value opportunity of eight days before its last date, or give a follow-up works to a support member three hours after updating a case.
To begin with workflow rules, In the setup, type workflow rules in the Find box, then choose workflow rules:
Define the standard that decides, when salesforce online training in Hyderabad implements the workflow rule. Any modifications that make a record are equal to this standard, can activate the workflow rule, even modifies to invisible fields.
Making or storing records can activate more than one rule.
Your sharing template stops the users, to use records related to workflow tasks.Add
time triggers and associated events, to arrange a workflow rule with planned actions.