Examples for Workflow Rules

Examples of Workflow Rules

1.Follow Up Before Contract Expires

Object	Contract
Description	Send an email reminder to the renewal manager 20 days before a contract’s end date.
Evaluation Criteria	Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria.
Rule Criteria (Filter)	Run this rule if the following criteria are met: (Contract: Status equals Activated)
Immediate Actions	None
Time-Dependent Actions	20 Days Before Contract: End Date—Email Alert: Send an email reminder to the renewal manager to confirm whether the client would like an extension.

2.Follow Up when Platinum Contract Case Closes

This example assumes there is a Contract Type custom picklist used to identify the contract level on cases, and that the picklist contains the value “Platinum.”

Object	Case
Description	Send a feedback request in email to the case contact seven days after a high-priority case is closed if the customer has a platinum contract agreement.
Evaluation Criteria	Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria.
Rule Criteria (Filter)	Run this rule if the following criteria are met: (Case: Priority equals High) and (Case: Closed equals True) and (Case: Contract Type equals Platinum)
Immediate Actions	None
Time-Dependent Actions	7 Days After Case: Date/Time Closed—Email Alert: Send a feedback request to the case contact.

3.Assign Credit Check for New Customer

This example assumes there is a New Customer custom field on opportunities.

Object Case Description Send a feedback request in email to the case contact seven days after a high-priority case is closed if the customer has a platinum contract agreement. Evaluation Criteria Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria. Rule Criteria (Filter) Run this rule if the following criteria are met: (Case: Priority equals High) and (Case: Closed equals True) and (Case: Contract Type equals Platinum) Immediate Actions None Time-Dependent Actions 7 Days After Case: Date/Time Closed—Email Alert: Send a feedback request to the case contact.

4.Notify Account Owner About New, High-Priority Cases                          

This example assumes there is a Service Level Agreement custom picklist called SLA that identifies the agreement level on accounts and contains the value “Platinum.”

Object	Case
Description	Notify the account owner when a high-priority case is created for accounts with a platinum service level agreement.
Evaluation Criteria	Evaluate the rule when a record is: created.
Rule Criteria (Filter)	Run this rule if the following criteria are met: (Case: Priority equals High) and (Account: SLA equals Platinum)
Immediate Actions	Email Alert: Email the details of the high-priority case to the account owner.
Time-Dependent Actions	None.