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Difficulty: MediumWorkflow Rules and Actions

A system administrator at an enterprise software firm is configuring automated renewal reminders for the custom object Asset Warranty. The business requirement dictates that an automated email alert must be sent to the Warranty Manager 14 days before a warranty expires. While configuring the Workflow Rule on Asset Warranty, the administrator notices that the 'Add Time Trigger' button is disabled and unavailable. Which evaluation criteria selection on the Workflow Rule is causing this feature to be restricted?

  1. A
    Created
  2. Created, and every time it's editedAnswer
  3. C
    Created, and any time it's edited to subsequently meet criteria
  4. D
    Updated, but not upon initial creation

Answer

The evaluation criteria setting 'Created, and every time it's edited' causes time triggers to be disabled.
In Salesforce Workflow Rules, time-dependent workflow actions cannot be created for rules where evaluation criteria are set to 'Created, and every time it's edited'. This restriction exists because re-evaluating the rule on every edit without a subsequent-transition check could lead to unpredictable execution in the time-based queue.

Step-by-Step Solution

1
Identify the restriction on time-dependent workflow actions in Salesforce Workflow Rules.
Salesforce prohibits time-dependent workflow actions for rules configured to evaluate on every record edit.
If a rule evaluated continuously on every edit with a time trigger, record modifications could constantly reset or flood the time-based workflow queue inappropriately.
2
Compare available evaluation criteria settings against time trigger compatibility.
'Created' and 'Created, and any time it's edited to subsequently meet criteria' both permit time-dependent actions.
These two criteria allow Salesforce to determine a clear, deterministic point when time-based actions enter or exit the default queue.
3
Select the evaluation criteria option that disables the 'Add Time Trigger' button.
'Created, and every time it's edited' is the specific setting that disables time triggers.
Salesforce grays out the time trigger section as soon as this evaluation option is selected.

Key Concept

Workflow Evaluation Criteria and Time-Dependent Action Restrictions
Estimated Time:1m 15s
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Topics

Workflow Rules and Actions

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