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Overview

Trailhead has a nice overview of Workflows https://developer.salesforce.com/trailhead/force_com_declarative_beginner/business_process_automation/workflow including this video

Tips

Triggering Workflows to run on existing records

https://success.salesforce.com/answers?id=90630000000gmtfAAA

  • Create the workflow to run to "subsequently meet criteria"
  • Create a checkbox field called TriggerWorfklow - set it to false. 
  • Ensure the Workflow has TriggerWorkflow__c = True as one of the criteria. 
  • For each of the records that needs to have the workflow run on set TriggerWorkflow__c to be True. 
  • You can do this by importing a list of the ID's and a value of True. 
  • Now, when all the records are happily sitting in the Time-Based workflow queue then you can modify the workflow to remove the TriggerWorkflow from the criteria and even delete the field. 
  • Or set TriggerWorkflow to be true on all existing records. 

 

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