Idea 3: Trigger workflow actions based on changes to formula field values.

From the IdeaExchange: Allow changes in formula field value to trigger workflow

Currently, if you use a formula field in a workflow trigger criteria, a change in the value of the formula field does not count as a record edit, and will not kick off the workflow. 

Process automation is a powerful tool used widely by Salesforce builders, helping you enhance and streamline the work your end users do and make their lives easier. 

But even Salesforce Flow Builder has its limits. What if you want to initiate a workflow action based on updates to formula field values? This request has been in the IdeaExchange for quite some time. Today you can’t accomplish it in Salesforce out of the box, but you can achieve it using Skuid.

The solution: Use the Skuid Action Framework to trigger Lightning workflows.

In this video, we’ve set up two Skuid data models running on the same Salesforce object, the contact. One model looks at the ContactList and the other model looks at LeadContact.

We set conditions on each model to control what users see and set actions to immediately filter the data from the other model. When a user clicks a contact and the condition changes, it automatically runs an action sequence to refresh the data on the page.

Bonus: Notify users of workflow triggers in Lightning.

As a Salesforce admin, you want to make every experience as easy as possible for your users. So, once you’ve set up these workflow triggers, it’s also critical to let them know what’s happening behind the scenes. What if a user updates a field that triggers a workflow they didn’t intend to initiate?

Establishing visibility in all your experiences is key to human-centered design. Users have to understand how their work in CRM impacts them and their customers downstream. So, how can you alert the user about what will happen if they take a particular action?

In this video, we demonstrate how to use Skuid to implement these tactics, without writing code:

  • Build a page that triggers a workflow,  creates notifications, follow-up, and automatically updates the page when the user is done. 
  • Use a modal and within it, let your users schedule follow-up tasks in one fell swoop.
  • Update the page when the modal closes so the user can see the changes reflected immediately. 

Key takeaways

  • Extend the magic of Salesforce and process automation to help users do their best work.
  • Provide visibility for end users when their actions initiate a backend process.

Resources

Build better, for free.

Start building
illustration of characters climbing and standing on webpage elements