Saturday 2 August 2014

Implementing Escalations Rules on Custom Objects in Salesforce

Salesforce provides Escalation actions only in Cases Object.We can implement escalations actions on custom object by creating 2 time dependent workflow rules for respective object

Steps as follows

Create one Date custom field -- Next Escalation Date in salesforce.

1st Time Dependent Rule:

  1. Define conditions for workflow rule
  2. Add Time Dependent workflow Trigger based on days of escalations
  3. Create following Time dependent workflow actions
    • Send an Escalation email
    • Create Field update to set Next Escalation Date field to Today


2nd Time Dependent Rule:

  1. Use same conditions defined in 1st rule and add extra condition for Date Field to check for today
  2. Add Time Dependent workflow Trigger based on days of escalations 
  3. Create following Time dependent workflow actions
    • Send an Escalation email
    • Create Field update to set Next Escalation Date field to Today

2nd Workflow rule will trigger recursively, till the time condition is satisfied.







No comments:

Post a Comment