Workflow in salesforce CRM

This article will help us understand the workflow process which will allow us to do various  actions automatically, for example assigning a lead to a Que of sales team, workflow rules  can be used send email alerts, assign new task to the user, updates fields within  object, send outbound API messages, and also create and execute time dependent  actions. where a action will executed after some specified time limit.

This article will help us understand the workflow process which will allow  us to do various actions automatically, for example assigning a lead to a  Que of sales team, workflow rules can be used send email alerts, assign  new task to the user, updates fields within object, send outbound API  messages, and also create and execute time dependent actions. where  a action will executed after some specified time limit. salesforce CRM workflow is powerful point and click tool provided by salesforce where with few points and click we can perform various pre-defined actions, Salesforce CRM workflow allows you to automatically - - Create and send email alerts. - Create and assign task to the user. - Update field values to some other value.(for ex change the status of the lead). - Create and send outbound API message. - Create and execute time-dependent actions .  What all components are to consider to setup a workflow on an object. - Define trigger criteria based on our business requirement - Decide when the workflow is to be fired, whenever the record is created, whenever  the record is created update or whenever the record is created/updated and  previously did not meet the trigger criteria. - When the trigger criteria is met, what workflow action is to be fired like sending  an email, updating field or sending and outbound message. Workflow Task - Task may be assigned to designated users to follow up and to respond to business  condition. - Task can be assigned to user, role record owner, record creator, sales team role or  account team - Workflow tasks can be immediate or time-dependent Workflow Email Alerts - Send an email whenever a business actions triggers a rule. - Alerts can be assigned to users, roles, a customer in a contact field, email field in  an object. - Email alerts can be fired immediate or time-dependent  Workflow Field Updates - We can update any field within an object to a specific value or value which  we defined, very helpful in case we have to set some status depended on some criteria. - We can assign a specific value, make the value blank, calculate value based on  some formula. - Field updates can be immediate or time - dependent. Time Dependent Workflow - Time dependent workflow executes time-sensitive actions before or after any  date on the record. - Can perform all the workflow actions at various point of time. When to use Time-dependent workflow - Send an email to manager if the lead is not contacted within 10 days. - Update the field in the record if the lead is not qualifying with 10 days. - Notify the manager if the lead not converted within 15 days. How to setup a workflow in salesforce CRM Navigating to workflow in Salesforce CRM Click on your name in home screen --> Click on Setup --> Click on Create -->  Click on Workflow & Approval --> select Worfklow Rules --> Click on New rule. When new rule is click we have to select on which the workflow is to be created  below I am selecting Lead.  In second screen you have to configure the workflow rule - Insert the Rule Name In rule name field. - Insert some description. - Select some Evaluation criteria, like whenever the record is created, every  time the record is created edited or deleted etc. - Insert some Rule Criteria, when the workflow should be fired, for ex here  In the below screen shot the workflow will be fired when the no of engineer  are greater than 10, we can have multiple rule criteria. and we can use AND,  OR operators for the same. - Click on Save & Next On the next screen you can select what action is to be performed when this  workflow rule criteria is triggered, like send email, create task etc. You can also setup time dependent workflow in the same page, where you  can find the button to setup the same below the add workflow action button. where you can select the time before or after the criteria is evaluated, when  the time dependent workflow is to be fired. Once the workflow is created you have to activate it by clicking the  activate button which you will see at the end of the configuration of the workflow. Note : Please note the workflow will not be fired unless and until it is activated. If you have any more queries / Question Please drop a comment and I  will try to answer it at the earliest

Customizing / Adding Page Layouts in www.salesforce.com

This article will help us understand the features of page layout editor,  it will help us see what all changes we can do in page layout editor,  and how we can customize the layout of the page, we will use  opportunity object as an example in this article, we will customize the  page layout of opportunity object.

Page layout editor is a very power full tool provided by salesforce.com CRM. Enterprise and unlimited edition allows system admin to create  and customize different page layouts to support business process. Navigating to page layouts,  Click on setup -> click on customize - > select custom/ standard object  -> click on page layout -> click on edit link of page layout you want to  edit. Every object in salesforce do have a default page layout, but we can  create multiple layouts for a single object and assign it to different  users in profile. Below is the control panel of page layout editor where you can find  fields, buttons, custom links, and related list option which can be  configured the editor. What Do Page Layout Control ? How detail and edit pages are organised ? We can set up fields visibility and properties like read-only and required.  page layout editor provided by salesforce.com is a very powerful tool. we have to click on the button  in front of the field, when you  click on that below pop - up window will open, which we allow us to  select properties like read-only, and required. When you select required,  it will make that field mandatory on the layout and when you select field  as read-only you will not be able to edit that field. if we click on   button in front of field it will remove the field in the layout and the field  will be no more available in the layout of the object.  Page Section Customization ! In this we can customize develop unique different business scenarios, we  can add different section and blank spaces in the layout. Click and hold  the section tab in page layout control panel under fields tab, and drag  and drop in the page layout below pop-up will come up, where you can  name section and configure if we can see the section in edit page layout  and detail page layout. Select if we want the layout to be 1-Column or  2-Column, tab order where it will help us configure if the tab key we  navigate from left to right or top to bottom.  Which fields, related lists, and custom links, buttons are in a  user's view. We can customize the layout in which we can configure what all related  list the user can see, what all buttons the user can see, we can just drag  and drop the buttons and related list and fields in the layout, when you  click on  button it will remove the related list from layout and  clicking the button in the related list will open the popup where we  can configure what all fields we can see in the related list and also what  all button we want to show in the related list.  Additional Customization We can also do things like adding in line custom visual force page in  the layout where we can show google Map, Yahoo map showing the  location of lead on the map. Also the mini page layouts, hover details  etc in page layout editor  If you have any questions, queries regarding the page layout  editor and need any more information on page layout editor please  let comment and I will answer the question / query at the earliest.