A Salesforce Administrator is configuring a Workflow Rule on the Case object that includes an immediate Field Update, an immediate Email Alert, and a time-dependent Task. Arrange the steps in the correct order in which Salesforce evaluates and processes these workflow actions when a Case record is saved and meets the rule criteria.
- 1Salesforce evaluates the Case record against the Workflow Rule entry criteria upon record save.
- 2The immediate Field Update action executes, modifying the specified field value on the record.
- 3The immediate Email Alert action executes, sending an automated email notification to designated recipients.
- 4The time-dependent Task action is placed into the Time-Based Workflow queue for future execution.
Answer
The correct sequence starts with criteria evaluation upon record save, followed by the immediate field update execution, then the immediate email alert dispatch, and finally scheduling the time-dependent task in the time-based queue.
When a record is saved in Salesforce, workflow rule criteria are evaluated first. Once criteria are met, immediate field updates execute first to ensure data consistency, followed by immediate email alerts. Finally, any time-dependent workflow actions are staged into the time-based queue for future execution.
Step-by-Step Solution
Key Concept
Workflow Rule Evaluation and Action Execution Order
Estimated Time:1m 30s