Common Customer Issues

All things Workflow for Professional Edition

When a task is created with a specific subject I want to change the owner of the lead associated to the task. Can this be done?
Deploy the field named “ Activity Subject” to your Leads Page Layout Create your Workflow Rule, using Activity Subject as the filter field,...
Thu, 15 Oct, 2015 at 9:09 PM
How can i edit the my Workflow Rule after I've created it
We've intentionally made it difficult to modify your Workflow Rule after creation. The reason has to do with limitations that exist in Professional ...
Tue, 10 May, 2016 at 9:19 AM
Error Message Inactive User or Workflows Stopped Working all of a sudden
If your Workflows have all of a sudden stopped working, and or you've just received a message that looks like this: Usually, what...
Wed, 30 Mar, 2016 at 7:07 PM
How Do I Create A Time Based Workflow Rule
 I need one email to be sent to a specific SF user for any opportunity meeting the following criteria: Division = Midwest Expiration Date = 2...
Wed, 18 May, 2016 at 8:44 AM
I need all automated tasks to be sent during weekdays, not weekends. Currently, there are many tasks being assigned on Saturday and Sunday
First, you need to Create a formula field that will name the Day of the Week for the Task/Activity Due Date Name it: Due Date - Day of Week Sele...
Wed, 18 May, 2016 at 8:58 AM
One of my workflows isn't running
 First step: Take a look under the hood: Go Setup > Monitor > Apex Jobs If you see a DML error, it means that you created a workflow rule tha...
Sat, 28 Jan, 2017 at 10:06 AM
How do I change the Submitted by User for Workflow for Professional Edition. Changing the "Workflow Admin"
NOTE:  By default, the Submitted By user for Workflow is the user who installed our App  The Submitted By user is considered the "OWNER" of t...
Wed, 8 Feb, 2017 at 10:00 AM
Can I Trigger An Email Alert from a Scheduled Event? Or from a Completed Task?
Yes you can. By default Salesforce does not allow you to trigger an Email Alert based on Activity Conditions. So here is what we did to get around this. Go ...
Wed, 1 Feb, 2017 at 8:03 AM
My email alerts were triggering in a loop every half hour, after working perfectly for quite some time
I've been using these alerts for the better part of a year without issue. I'm not sure why this happened. Answer:  We've seen this happen...
Thu, 4 Jan, 2018 at 11:36 AM