We’ll now go
through multiple business problems and solve them using appropriate Declarative
tools.
Scenario
1
You want to
make sure that each new user that is created in your Salesforce org is active
so that the user can log in to Salesforce as soon as the user is created.
Solution:
We can achieve this functionality using a simple Workflow Rule.
Let me show
you step by step how to implement this solution using Workflow rule.
Log in to
you Salesforce org and click on the gear icon on the top right. Follow
the icons or steps that I’ve marked with red lines in the UI screenshots.
After
clicking on the gear icon, you would find an option called Setup.
Click on Setup.
In the Quick
Find box on the left, type ‘Workflow Rules’, you’ll see suggestions
appearing below the Quick Find box. Click on ‘Workflow Rules’
You’ll now
see a list of existing Workflow rules in your org along with option to create a
new one. Click on ‘New Rule’ button.
We need to
select the object on which our workflow would be focused. In this case our
scenario is based on User object and hence we need to select object as ‘User’.
Click ‘Next’.
Enter a Name
for your Workflow rule, in this case ‘User Workflow’ and give an
appropriate description of what your workflow rule would do. Select the
Evaluation criteria as ‘Created’ since we want our rule to be evaluated
when a new User record is created. Click ‘Next’.
In the Rule
criteria, select the Field ‘Active’, operator as ‘equals’ and
Value as ‘False’. Through this step, we are checking if the Active field
in User record while getting created is not selected as true.
Note: Active is a checkbox field i.e.,
the value can either be true or false.
You could
also check the values for other fields and add in the rule criteria depending
on your business scenario.
Click on the
‘Save & Next’ button.
Now that our
rule criteria has been set, we need to define the action to be performed if this
rule criteria evaluates to true.
You can see
the Rule and Evaluation criteria that you’ve set up.
Under the
headline ‘Immediate Workflow Actions’, click on the button ‘Add
Workflow Action’ to add the action ‘New Field Update’. We chose this
action since we want to update the Active field in User record as true.
A field
update wizard would reflect on the screen. Enter the Name and Unique Name and
select ‘Active’ in the ‘Field to Update’. Under the heading ‘Specify
New Field Value’, select ‘True’ in Checkbox Options.