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  • Writer's pictureBecka Dente

Workflow-ing for the Weekend!

I admit, this post started out because I thought of a clever pun for the title. But the more I thought about it, it makes sense. Build some great workflows, and then the platform works for you. You can be enjoying a lazy Sunday, but your well-built workflow may send out a notification that makes you look on top of your game.

We’ve all heard Scrooge McDuck say it – “Work Smarter, Not Harder.” And you can get workflows to do exactly that.

So, in my opinion, here are the some of the key components that make up a really great workflow.

  1. Specific firing criteria – This is key! There’s nothing worse than building a rule & firing off a notification or assigning a task, only to find out that your entry criteria was too broad and you’re the boy who cried wolf. Conversely, you don’t want to make your rules too strict & miss sounding the alarm when appropriate.

  2. Proper alerts – Choosing the right action to pair with your workflow rule is also important. Maybe for a hot lead you will want to assign a task, but for a critical case an email alert is more appropriate. It’s important to assess each situation & use whatever action is best.

  3. Regular assessment – New picklist value on the opportunity object? Change in SLAs for your support team? New products available for use? All of these may be a reason for you to re-evaluate your workflow rules to make sure they are still firing when you need them to.

What are you waiting for?!? These are some clicks, not code wins that are fairly simple to implement. Go build some awesome workflow rules that will make your co-workers think that you’re even more of a rockstar than they already do.

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