{"id":3037,"date":"2020-06-03T01:23:36","date_gmt":"2020-06-03T06:53:36","guid":{"rendered":"https:\/\/www.emizentech.com\/blog\/?p=3037"},"modified":"2022-01-21T11:42:36","modified_gmt":"2022-01-21T11:42:36","slug":"configure-time-based-workflows","status":"publish","type":"post","link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/configure-time-based-workflows.html","title":{"rendered":"How To Configure Time-Based Workflows In Salesforce"},"content":{"rendered":"<h2><span class=\"ez-toc-section\" id=\"Workflows\"><\/span>Workflows<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workflows are one of the powerful features of <a href=\"https:\/\/multisitelocal.ezxdemo.com\/salesforce.html\">Salesforce<\/a>. It helps to automate many actions like updating a field, creating a task, sending an Email-Alert, and Outbound message based on some criteria.<\/p>\n<p><strong>In Salesforce actions are of two types<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Immediate_Actions\"><\/span>Immediate Actions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Immediate actions execute, the moment when the criteria is met.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Time-Dependent_Action\"><\/span>Time-Dependent Action<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Time-Dependent actions execute at a specific time defined by you, such as sending an Email alert after 48 hours of lead creation. When the specified time passes, the workflow rule re-evaluates to check that the record still meets the rule criteria or not.<\/p>\n<h4>Also Read: <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/how-to-create-flows.html\">How To Create A Flow?<\/a><\/h4>\n<h2><span class=\"ez-toc-section\" id=\"Steps_to_Configure_Time-Based_Workflows\"><\/span>Steps to Configure Time-Based Workflows<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Here we have the requirement that we want to send the registration confirmation message to the lead after the 30 days last modified date, if the status of lead is Completed then only it will send the email.<\/p>\n<ul>\n<li>Create Email Template<\/li>\n<li>Create a Workflow Rule with Time Trigger.<\/li>\n<li>Add Email Alert to Workflow by Adding New Email Alert Action.<\/li>\n<\/ul>\n<h4>Step 1: Create a new Email Template<\/h4>\n<p>Go to Setup -&gt; Quick Find Box -&gt; Search for Email Template -&gt; Create New Email Template<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3038 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/1-Create-a-new-Email-Template.png\" alt=\"Create a new Email Template\" width=\"1091\" height=\"267\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3039 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/2-Email-Template.png\" alt=\"Email Template\" width=\"1177\" height=\"321\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3040 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/3-Time-based-workflows.png\" alt=\"Time based workflows\" width=\"1095\" height=\"503\" \/><\/p>\n<h4>Also Read: <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/create-salesforce-lightning-map-component.html\">How To Create A Salesforce Lightning Map Component?<\/a><\/h4>\n<h4>Step 2: Create a New Workflow Rule<\/h4>\n<p>Go to Setup -&gt; Quick Find Box -&gt; Search for Workflow Rule -&gt; Create New Workflow Rule<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3041 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/4-new-workflow-rule.png\" alt=\"new workflow rule\" width=\"1126\" height=\"267\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3042 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/5-Create-a-New-Workflow-Rule.png\" alt=\"Create a New Workflow Rule\" width=\"1150\" height=\"588\" \/><\/p>\n<div class=\"center-imgs\"><a href=\"https:\/\/multisitelocal.ezxdemo.com\/contact-us.html?utm_source=blog&amp;utm_medium=banner&amp;utm_campaign=emizen_blog\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2389 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/05\/hire-salesforce-developers-1.png\" alt=\"hire salesforce developers\" width=\"1000\" height=\"200\" \/><\/a><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3043 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/6-edit-New-Workflow-Rule.png\" alt=\"edit New Workflow Rule\" width=\"1154\" height=\"375\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3044 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/7-Workflow-Rule.png\" alt=\"Workflow Rule\" width=\"1148\" height=\"170\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3045 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/8-time-based-Workflow.png\" alt=\"time based Workflow\" width=\"1184\" height=\"470\" \/><\/p>\n<p>You can also Create an email alert from Setup -&gt; Quick Find Box -&gt; Search for Email Alert -&gt; Create New Email Alert<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3046 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/9-Salesforce-workflows.png\" alt=\" Salesforce workflows\" width=\"1131\" height=\"610\" \/><\/p>\n<h4>Step 3: Add Email Alert in Time-Based Trigger<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3047 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/10-Add-Email-Alert-in-Time-Based-Trigger.png\" alt=\"Add Email Alert in Time-Based Trigger\" width=\"1232\" height=\"483\" \/><\/p>\n<h4>Step 4: While Activating the Flow<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3048 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/11-While-Activating-the-Flow.png\" alt=\"While Activating the Flow\" width=\"1185\" height=\"478\" \/>Search for Time-Based Workflows:<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3049 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/12-Search-for-Time-Based-Workflows.png\" alt=\"Search for Time Based Workflows\" width=\"732\" height=\"401\" \/><br \/>\nPlanning to <a href=\"https:\/\/multisitelocal.ezxdemo.com\/salesforce-consulting.html\">hire salesforce consultants<\/a>? For expert assistance get in touch with our salesforce development team.<\/p>\n<h4>Learn More: <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/salesforce-surveys-configuration.html\">How to Create Survey with Salesforce Surveys<\/a> and <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/implement-sso-using-oauth-for-salesforce.html\">How to Implement Salesforce SSO Using OAuth<\/a><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Workflows Workflows are one of the powerful features of Salesforce. It helps to automate many actions like updating a field, creating a task, sending an Email-Alert, and Outbound message based on some criteria. In Salesforce actions are of two types Immediate Actions Immediate actions execute, the moment when the criteria is met. Time-Dependent Action Time-Dependent<\/p>\n","protected":false},"author":39,"featured_media":3055,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"MSN_Categories":"Uncategorized","MSN_Publish_Option":false,"MSN_Is_Local_News":false,"MSN_Is_AIAC_Included":"Empty","MSN_Location":"[]","MSN_Add_Feature_Img_On_Top_Of_Post":false,"MSN_Has_Custom_Author":false,"MSN_Custom_Author":"","MSN_Has_Custom_Canonical_Url":false,"MSN_Custom_Canonical_Url":"","_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-3037","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce-development"},"modified_by":"emizentech","featured_image_src":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/Time-Based-Workflows-Salesforce-1.jpg","featured_image_src_square":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/Time-Based-Workflows-Salesforce-1.jpg","author_info":{"display_name":"Virendra Sharma","author_link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/author\/salesforce"},"_links":{"self":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/3037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/comments?post=3037"}],"version-history":[{"count":0,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/3037\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media\/3055"}],"wp:attachment":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media?parent=3037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/categories?post=3037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/tags?post=3037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}