A Salesforce Administrator at a financial services firm is configuring automated opportunity processing. When an Opportunity stage changes to 'Closed Won', a Workflow Rule must update a custom field, send an immediate notification, and schedule a follow-up activity 30 days post-close. In what sequence does Salesforce evaluate and execute these workflow rule actions during record processing?
- 1The Opportunity record update is saved, initiating evaluation against the Workflow Rule's evaluation criteria.
- 2Salesforce evaluates the Workflow Rule criteria formula to confirm the record meets the required conditions.
- 3Immediate workflow actions, such as the Field Update and Email Alert, are executed.
- 4Time-dependent workflow actions are calculated and placed into the Time-Based Workflow queue.
- 5The scheduled time trigger occurs (30 days post-close), executing the deferred workflow action.
Cevap
The correct execution order begins with saving the record update, followed by rule criteria evaluation, immediate action execution, queuing time-dependent actions, and finally executing the deferred action when the time trigger date arrives.
Salesforce evaluates workflow rules upon record save. First, the record event matches the evaluation criteria. Second, the specific entry criteria are evaluated. Third, immediate actions (field updates, email alerts) execute synchronously. Fourth, any time-dependent actions are staged in the Time-Based Workflow queue. Finally, when the time trigger date arrives, the deferred action is executed.
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Workflow Rule Processing Sequence and Time-Based Execution Queue
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