Salesforce Workflow Rule Evaluation Criteria

Workflow is one of the feature used most in Salesforce, because of the simplicity and it is so powerful. With workflow, administrator can defined Immediate or Time-Dependent Workflow Actions to create new Task, send Email alert, field update and send Outbound Message without the need of a developer to write code.

You need to define Evaluation Criteria correctly when creating a workflow.

There are three types of criteria, described below:

i) created
This is simple option, for this criteria workflow will be evaluated only when user create a record.

ii) created, and every time it’s edited
For this option, workflow will be evaluated when user create new record and anytime user edit the record.

iii) created, and any time it’s edited to subsequently meet criteria
For this option, workflow will be evaluated when user create new record and anytime it hasn’t triggered.

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Gopal Das

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He is a technology evangelist, Salesforce trainer, blogger, and working as a Salesforce Technical Lead. After working in Java based project implementation, he jumped to the Salesforce system on a whim and never looked back. He fell in love with Salesforce’s flexibility, scalability, and power. He expanded his knowledge of the platform and became a Certified App Builder, Administrator, Platform Developer I, SalesCloud Consultant while leading the Salesforce implementation and technology needs. He has worked in a wide variety of applications/services like desktop, web and mobile applications.

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