Workflow Evaluation Criteria


Before moving on to the configuration part, lets first discuss about the criteria that can fire up a workflow.
Workflows can execute whenever there is an insert or edit operation on a particular line of data within the database or a particular object in Salesforce.

There are 4 steps to setup a workflow:

  1. Select the object on which you want the workflow to execute.
  2. Evaluation criteria
  3. Rule Criteria
  4. Immediate Action / Time dependant action

Selecting an object for workflow execution purely depends on the requirement of the business.
We will look at the Evaluation criteria now to understand how the evaluation can be entered and the understanding of different events offered:

Evaluate the rule when a record is

  1. Created:
    Whenever a record is inserted into the Salesforce database for the selected object – the workflow would be evaluated.
  2. Created, and every time it’s edited :
    Whenever a record is inserted into the Salesforce database for the selected object and also whenever there is any edit operation performed to current records already available in the database for that particular object
    Time dependant workflow action is NOT available with this option of evaluation criteria
  3. Created, and every time it’s edited to subsequently meet the criteria:
    Whenever a record is inserted into the Salesforce database for the selected object and when a record which is already available in the database not matching the Rule Criteria currently, is changed/edited to eventually meet the criteria.

As we are good with criteria, lets start configuring these workflows. Please switch to next blog of the series to get started with configuring these workflows.