FAQ

How do we upgrade?
 Follow these steps to update to the newest version: Go to the AppExchange Login with your standard Salesforce credentials Click on the smiley ...
Sun, 9 Aug, 2015 at 1:14 PM
How does licensing work?
 Our pricing model for Workflow for Professional Edition is a flat fee, no matter if you have 1 user or 1,000 users, the price is "per company" pr...
Sun, 9 Aug, 2015 at 1:16 PM
Can we send email alerts to Customers?
Yes. You can automate an email alert to any email formatted field on any object in your Salesforce organizations. This means that you can also send aler...
Sun, 9 Aug, 2015 at 1:18 PM
What fields does your App Add to our Account Object?
  Fields we are adding to Account Object 1.   Account.ActivityDate__c 2.   Account.ActivityDescription__c 3.   Account.ActivitySubject__c 4.   Account.Ac...
Tue, 19 Jun, 2018 at 8:07 AM
Can we automatically format our Opportunity Naming convention?
Yes. Go to the page "Top 15 Workflow Rules for Salesforce Professional Edition Users" to see exactly how you can create a "Field Update&quo...
Sun, 9 Aug, 2015 at 1:19 PM
Does Workflow for Professional Edition work with TaskRay?
 Yes. The most common request we get for TaskRay is "How do we create a TaskRay Task with Workflow for Professional Edition? The answer is ...
Sun, 9 Aug, 2015 at 2:21 PM
Why does Salesforce let CRMGuidance provide this App on the AppExchange?
  Salesforce reviewed and approved Workflow for Professional Edition because: It shows off the power of the force.com platform and the AppExchange Sa...
Sun, 9 Aug, 2015 at 2:23 PM
We've upgraded to Enterprise Edition. How do we cancel our subscription to Workflow for Professional Edition?
 Congratulations on the upgrade. To cancel:  Login to the AppExchange Click on the smiley face in the upper right navigation Go to My Accounts ...
Sun, 9 Aug, 2015 at 2:25 PM
Does your Workflow for Professional version of Salesforce work with Custom Objects and Custom fields.
 Yes. You can build workflows on any object (customer or standard) in your Salesforce org. Even objects related to other AppExchange Apps.
Thu, 13 Oct, 2016 at 9:27 PM
I want to automate an Email Alert to the Lead Owner when a Lead record has not touched after 7 days following the Lead Created Date. Is this possible with Workflow for Professional Edition?
Yes, but it involves a few more steps depending on the design of your Salesforce org.  If you have an Activity roll-up summary field on Leads, and you...
Sun, 9 Aug, 2015 at 2:30 PM