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Workflow Tasks

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.

  1. A Workflow Task Unique Name MUST Start with TSK, followed by a number corresponding to the number of tasks on the triggering Object.

  2. A Workflow Task Unique Name COULD contain the Object name, or an abbreviation thereof, in the Field Update Name. This is to avoid different conventions for Workflow Actions in general.

    Most information about tasks are displayed by default declaratively, and creating a task should rarely impact internal processes or external processes in such a manner that urgent debugging is required. As Users will in all cases never see the Unique Name of a Workflow Task, it is not needed nor recommended to norm them more than necessary.