Tip of the Week – Use monitoring to troubleshoot Workflows in Salesforce
If you’ve been using Salesforce for a while now, you probably have built dozens of Workflow rules to streamline your processes and help your team accomplish more every day thanks to powerful and easy to build automations. Occasionally, you’ve probably come across that pesky rule that just won’t work the way you intended, and you may have been able to problem solve thanks to the video we shared with you a couple years ago. But if you’ve got time-based workflow rules, sometimes you need another tool in your arsenal to resolve issues, and I’d like to point you to one you may not know about.
Because time-based workflow rules don’t act immediately, they can be difficult to troubleshoot. You’d normally have to wait until the scheduled time before you see them acting as intended. Well, Salesforce offers a tool out of the box to help you monitor when time-based workflows have been triggered and are scheduled. This will let you see important information, assisting you in confirming everything is in order. All you have to do is go to Setup -> Monitor -> Time-Based Workflow, or type Time-Based Workflow into the Quickfind. Click Search to see all pending actions, or add filters to drill down to exactly what you’re looking for. For more information, check out Salesforce’s help doc, and good luck with your latest automations!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.