An organization relies on time-dependent workflow rules to manage record escalations. Place the following steps in the correct chronological order detailing how Salesforce evaluates a record update, processes immediate and time-based workflow actions, and handles pending queue entries upon subsequent record changes.
- 1A user modifies field values on an existing record so that it satisfies a Workflow Rule configured with the evaluation option 'created, and any time it's edited to subsequently meet criteria'.
- 2Salesforce evaluates the workflow criteria as true during the save transaction and executes all defined immediate workflow actions.
- 3Salesforce calculates the time trigger execution target date and places the time-dependent action into the Time-Based Workflow queue.
- 4A second user updates the record before the scheduled time trigger date, modifying field values so the record no longer meets the workflow rule criteria.
- 5Salesforce re-evaluates the record upon save and automatically cancels and removes the pending action from the Time-Based Workflow queue.
Answer
The correct chronological sequence begins with the record edit satisfying criteria, followed by immediate action execution, placing the action in the Time-Based Workflow queue, a subsequent record edit negating criteria, and finally the automatic removal of the pending action from the queue.
The lifecycle of workflow rules requires that record changes first satisfy rule criteria, which triggers immediate actions before registering time-dependent actions in the Time-Based Workflow queue. If a record is subsequently edited before the scheduled trigger date such that it no longer meets the rule criteria, Salesforce automatically cancels and removes the pending action from the queue.
Step-by-Step Solution
Key Concept
Time-Based Workflow Queue Lifecycle and Dynamic Cancellation Behavior