iWay Application Adapter for Salesforce User's Guide > Configuring Outbound Messaging and Workflow Rules in Salesforce > Creating a Workflow Rule

Creating a Workflow Rule

How to:

The following procedure describes how to create a workflow rule using the Salesforce web console.

Procedure: How to Create a Workflow Rule

To create a workflow rule using the Salesforce web console:

  1. Log on to the Salesforce web console.
  2. Click Setup.

    The Personal Setup page opens.

  3. In the left pane, expand Create, Workflow & Approvals, and click Workflow Rules.

    The All Workflow Rules page opens.

  4. Click New Rule.

    The New Workflow Rule page opens and Step 1: Select object is displayed.

  5. From the Select object drop-down list, select the object that you want to associate with the new workflow rule, for example, Contact.

    Note: You must select the same object for the workflow rule that was used to create the outbound message.

  6. Click Next.

    The Step 2: Configure Workflow Rule page opens.

  7. Perform the following steps:
    1. In the Name field, enter a name for this workflow rule, for example, New_Contact_Rule.
    2. In the Description field, enter a brief description for this workflow rule (optional).
    3. In the Evaluation Criteria section, select one the following options that will be used to trigger the workflow rule:
      • When a record is created, or when a record is edited and did not previously meet the rule criteria. (Default)
      • Only when a record is created.
      • Every time a record is created or edited.
    4. In the Rule Criteria section, specify the criteria that will be used to trigger the workflow rule. For example:

      In this example, the Last Name field and equals condition is selected from the corresponding drop-down lists. In the Value field, the symbol (#) is entered.

  8. Click Save & Next.

    The Step 3: Specify Workflow Actions page opens.

  9. From the Add Workflow Action drop-down list, choose Select Existing Action.

    The Select Existing Actions page opens.

  10. Perform the following steps:
    1. From the Search drop-down list, select Outbound Message.
    2. From the Available Actions list, select the outbound message you want to emit when an event is triggered.
    3. Click Add to move the outbound message to the Selected Actions list.
  11. Click Save.

    You are returned to the Step 3: Specify Workflow Actions page.

  12. Click Done.

    A summary page opens, which provides details about the workflow rule that was created.

Procedure: How to View an Outbound Message

To view an outbound message using the Salesforce web console:

  1. Log on to the Salesforce web console.
  2. Click Setup.

    The Personal Setup page opens.

  3. In the left pane, expand Create, Workflow & Approvals, and click Outbound Messages.

    The All Outbound Messages page opens.

  4. Perform any of the following steps depending on your current requirement:
    1. Click New Outbound Message to define a new outbound message.
    2. Click View Message Delivery Status to track the status of an existing outbound message.
    3. Click the name of an existing outbound message to view its details or view associated workflow rules and approval processes.
    4. Click Edit to make changes to an existing outbound message.
    5. Click Del to delete an existing outbound message.

Procedure: How to Track an Outbound Message Status

To track an outbound message status using the Salesforce web console:

  1. Log on to the Salesforce web console.
  2. Click Setup.

    The Personal Setup page opens.

  3. In the left pane, expand Monitoring and click Outbound Messages.

    The Outbound Messaging Delivery Status page opens.

    Note: You can also click View Message Delivery Status from the All Outbound Messages page to access this page.

  4. Perform any of the following steps depending on your current requirement:
    1. View the status of your outbound messages including the total number of attempted deliveries.
    2. View the action that triggered the outbound message by clicking any workflow or approval process action ID.
    3. Click Retry to change the Next Attempt date to now. This causes the message delivery to be immediately retried.
    4. Click Del to permanently remove the outbound message from the queue.

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