Workflow

Workflows are a simple way to extend the logical operations of your Force.com applications. A workflow is an action which is triggered by inserting or changing a data record. A workflow can trigger a task, email alert, update a data field or send a message.

Workflow rules specify the criteria which determine if a workflow is triggered. A workflow can be triggered immediately, or set to operate at a subsequent interval after the triggering event. These outbound messages are one of the ways you can send information from your Force.com environment to external data stores and applications.

A specialized type of workflow called an 'approval' can route information to a series of people, each of whom can approve the information, sending it on to the next recipient, or decline the approval.

Articles and Presentations

Image:Icon video sm.gif Building Smarter Apps Using Formulas and Workflow: a great webinar showing how to use formulas to improve applications

PTODemo: This screencast provides an overview of using approvals and other platform features to create a complete Time Off request and management app.

Official Documentation

  • Workflow: Automating the Process PDF
  • Getting Started with Approval Processes PDF
  • Email Approval Response FAQ PDF
  • Useful Workflow Rules PDF Over a dozen examples of how to use workflow in a Force.com app.
  • Useful Approval Processes PDF Four detailed examples of how to use approval processes in a Force.com app.