How to create workflow rules with immediate and time dependent actions in Salesforce ?

[@30sguptaa]

very crispy and to the point explanation. very good video. Keept it up mate.

[@ashishshrivastav4911]

i am unable to find account holdder email to put.. help!!!!

[@swagatapdas8913]

unable to get the New Task option in Add Workflow Action drop down:(

[@calin7763]

i have a doubt can we create a workflow rules for contact,account,cases & opportunity

[@Viralvlogvideos]

May i know why u didn't put the condition Annual income >1million thing , it also works if we create account who type is saving etc... (correct me if I'm wrong)

[@DJBremen]

Had the same question

[@subhayu90]

yeah , had the same question , in the evaluation criteria you have just put account type as savings but your business need was annual income should be > 1M , you will surely get an error in the WF actions if you would have edited those records you have created. sorry for negative comments but yeah you have missed it. otherwise it's a very well demonstrated video.

[@pareshjain8631]

Have to come to banglore for the event?

[@swapnajakshirsagar7076]

Can we apply immediate action when WFR is active?

[@willdixon9525]

Great refresher, thanks!

[@meherswathi5391]

awesome explantion shrey

[@preetamkadamvlogs]

Perfect explanation, wonderful. Have you posted any video on Process builder!

[@kirtikawale2066]

Hii, I have to create workflow rule when leave application will be created then email alert send to manager. Can you help me..?

[@akhilgoud6277]

excellent explaination

[@rajuraju-yg7pq]

Hi Shrey, Can you please send a link , more assignments on Workflow Rules video.

[@sudharshan3863]

Workflow rules option is not available for me

[@katrina8817]

Pls how do i create a time triger for a field to be updated daily at 3pm for example thanks

[@soumibanerjee4193]

Hi, I have a doubt. The email was supposed to get triggered when the annual income is 1 million then why in the rule criteria he is putting bank account: account type equals savings and all there is no mention of 1 million? Can someone help?

[@gunjannaithani8545]

exactly @salesforce hulk I request to explain the same

[@xyShing]

quick question: as mentioned in the video, the workflow will be triggered on the condition that annual income is greater than a million, however, the rule criteria is only setup as the bank type equals all the saving accounts??

[@gowthamk1736]

yes same question I have

[@atharvasingh1314]

ya, actually in this case even if income is set to less than 1M then also email will be sent.

[@kmsanjay222]

Yes the Criteria for 1M is not set in the video, only the bank account type is selected

[@muhammadhassaan1586]

How to auto populate contact filed with the update of account field?

[@roshanpant7624]

if i want to send an email after 15 min what would i do ?

[@pj1437youtub]

hi, do you have any video on just process builder. I've seen one that explains difference between workflow and process builder. Thanks for the help and videos.

[@sheetalk7528]

How do we make a phone call if particular criteria is met

[@shaiknaina2561]

You didn't create for field update action ...thats what i need now....i want to update my currency field automatically if i select my picklist value selected.....what is the formula for that ....can u plz tell me?? Hope u understand what i mean

[@divyaa9051]

i couldn't find the workflow rules section. how can i get that?

[@davidgutierrez8795]

Thank you professor!

[@anupriya3027]

Will Workflow field update action update the field of the record which is already created???

[@ravindrangr]

Hi Shreya Sir, I am Ravindra I have done initial training from an institute for salesforce admin and developer pls suggest me if there is any opportunity there. And i searched that there is no video for approval process made by you. So pls create it. I am waiting. Your videos and explainations are awesome.

[@rajeev_nv]

Hello Shrey, I have one doubt. When we had created the email template, we had used 'Hello {!contact.Fname}'. But when you received the email (as seen in this video), only 'Hello' appeared there. Please explain how it happened.

[@MayankSharma-cn2nc]

Hello Rajeev , I think I can clear your dought the email template that shrey has selected does not contain fields for bank account object it's a sample template made for other object that contain fields from that other object, so the name field of bank account object will not get updated there, I know this is very late response and maybe of no use for you but maybe for new viewers this clarification might help so don't remove

[@nikhilmalhotra9605]

Hi , Awesome explanation of WFR. Can you please create a video on approval process.

[@SalesforceHulk]

Already uploaded man, check out this www.shreysharma.com/approval-process/

[@maheswarreddy63]

@@SalesforceHulk Criteria for 1M is not set in the video, only the bank account type is selected

[@gunjannaithani8545]

@@maheswarreddy63 The email was supposed to get triggered when the annual income is 1 million then why in the rule criteria he is putting bank account: account type equals savings and all there is no mention of 1 million?

[@poorvakulkarni9962]

Shrey I love your videos very informative and engaging. I am trying to get admin certification one attempt was not successful. Any resources or tips you can provide?

[@sarpicschorme6100]

please go throwgh dumps

[@ankurkansal3511]

I have created workflow rule on custom object and defines field update and tasks actions on them but none of then is working.Can you please suggest whether it works on custom object or not as you have used in the video on Banks Accounts object

[@akankshasharma6753]

Please also upload development videos on apex development,visualforce component development

[@Jushyanth]

Supr

[@shubhmtale]

Very fastest can u did slowly little

[@SalesforceHulk]

sure! will work on it