Workflow Field Updates
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rules. Establish a plan to migrate to Flows, and create any new automation using Flow Builder.
- A Workflow Field Update MUST Start with
FU, followed by a number corresponding to the number of field updates on the triggering Object.
- A Workflow Field Update SHOULD contain the Object name, or an abbreviation thereof, in the Field Update Name.1
- A Workflow Field Update MUST be named after the field that it updates, and then the values it sets, in the most concise manner possible.
- The Description of a Workflow Field Update SHOULD give precise information on what the field is set to.
|Sets the Email Opt Out checkbox to TRUE.
|Calculates the billing street based on if the client is billed alone, via an Agency, or via a mother company. Part of three updates that handle this address.
|Uses current Tax settings and information to set the final amount
1 While Field Updates are segregated by Object when viewed through an IDE or through code, the UI offers no such ease of use. If this is not done, a consultant WOULD PROBABLY create list views for field updates per Object.