Common Customer Issues

All things Workflow for Professional Edition

Unable to Install Workflow for Professional Edition
 If you received the following Error Message: This App can't be installed. Missing Organization Feature: Ideas" We have...
Sat, 8 Aug, 2015 at 3:22 PM
Email Alert Not Sending
 If you have created a Workflow Rule then added a Workflow Action type of "Email Alert", but your recipient is not receiving the email alert, foll...
Thu, 14 Jan, 2016 at 12:05 AM
Field Update Not Working
If you've created a Workflow Rule that is supported by a field update, and it doesn't seem to be working as you expected, follow these steps to re...
Sun, 9 Aug, 2015 at 12:37 PM
My Email Alerts Are Not Showing up on Activity History
 This is a common request and complaint across all of Salesforce Customers, even in Enterprise and Unlimited Edition. By default, Salesforce does not automa...
Mon, 17 Aug, 2015 at 8:52 PM
Workflow keeps sending the email alert or Workflow creating the same tasks over and over
This is happening because when you created your Workflow Rule, your Evaluation Criteria was set to Option 3 "Any time the criteria is met.Created and o...
Sun, 9 Aug, 2015 at 3:06 PM
I can't edit my Workflow Rule
 We've done this by design. The reason has to do with our Evaluation Criteria. Options 1 and Option 2 will fire off only 1 time over the lifespan of a ...
Sun, 9 Aug, 2015 at 3:12 PM
Error Message: Invalid Data
 This error occurs when the User/Assigned on the Task is not the Owner of the Who ID/Contact or the What ID/Account
Sun, 9 Aug, 2015 at 6:55 PM
How Do We Convert Our Trial to a Subscription?
  This process is fairly fluid. If you clicked on "Get It Now" from the AppExchange, and installed our App to your Production Environment, your ...
Sun, 9 Aug, 2015 at 6:57 PM
Why is my Workflow Rule firing off repeatedly?
 This is happening because when you set up your Workflow Rule you selected Evaluation Criteria Option #3.  To fix this, follow these steps: ...
Sat, 15 Oct, 2016 at 10:04 AM
Can I send email alerts based on the "Time of Day" and other conditions?
 Every now and then we want to send out a few different types of customer notifications towards the end of the business day. Is there any way that we can co...
Thu, 3 Sep, 2015 at 2:06 PM