If you are highly experienced with Salesforce workflow, you may feel like you can skip over most of these details. But, do note, there are some subtle differences as to exactly how our workflow engine runs in Salesforce. Remember, this app was built for Professional Edition, which comes with numerous limitation, even though SF eventually enabled a few Process Flows for Professional Edition). For the experienced Salesforce Workflow User, the biggest differences are, 1: Our Workflow Engine runs every 30 minutes, NOT on "Save" click of a record. This has provided some advantages to us, because for one, it's enabled our App to execute workflow rules based on formula fields! 2: Because our engine runs on a batch process our Evaluation Criteria is different. 

Each Workflow rule consists of three major components (Our workflow wizard will walk you through setting up your workflows correctly):


  1. The Workflow Rule: The Criteria to determine the conditions for when a Workflow Rule should execute:
    1. Your criteria can consist of one filter or up to 6 filters
      1.  Each filter is followed by an Operator (Equal to, Less Than, Greater Than, etc), and a value "text field"
    2. You can insert multiple values per each filter
      1. For blank values, just leave blank (do not enter the word Null)
      2. On your Date Fields you can use Today, Tomorrow, Yesterday (not next week, next month, etc)
    3. When entering multiple values in the 'value field', separate each term with commas: For example: Blue, Red, White, Orange
    4. The 'value' text fields are limited to 100 characters per field
  2. The Evaluation Criteria: Tells our Workflow engine when to consider a record and apply the related workflow rules
    1. There are 3 Options. Option 
      1. 1: When a record is created. Workflow Engine will look at the Created Date/Time. All records where the created date/time occurred within the previous 30 minutes can be considered, and for any or all records that are found to meet your workflow rule criteria, the related workflow action(s) will get triggered. Option 
      2. Created or Edited: Workflow Engine will look at the Created Date/Time and the Last Modified Time Date. All records created or modified within the previous 30 minutes can be considered, and for any or all record that are found to meet the workflow rule criteria, the related workflow action(s) will get triggered. Option 
      3. Created and Last Modified time/dates are irrelevant. When the Workflow Engine runs, any and all records that meet your workflow rule criteria, the related Workflow Actions will get triggered
  3. The Workflow Actions: A workflow action is an Email Alert, Field Update, Create a New Record, Create A Task or Copy and Paste function that gets triggered by the business logic assigned to your Workflow Rule. 
    1. A Single Workflow Rule can have up to 5 Workflow Actions. 
    2. NOTE: Because of limitations that come with Professional Edition, your workflow engine runs on a batch process every 30 minutes, beginning at the top of first full hour at which you’ve installed the App. For example, if you installed Workflow at 12:32 PM, your workflow engine will start running every 30 minutes beginning at 1 PM. 
    3. For some reason, in some orgs, it may take up to 2 hours before your workflow engines starts running and firing off Workflow Actions (only for the first time)