How to: |
The following procedure describes how to create a workflow rule using the Salesforce web console.
To create a workflow rule using the Salesforce web console:
The Personal Setup page opens.
The All Workflow Rules page opens.
The New Workflow Rule page opens and Step 1: Select object is displayed.
Note: You must select the same object for the workflow rule that was used to create the outbound message.
The Step 2: Configure Workflow Rule page opens.
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.
The Step 3: Specify Workflow Actions page opens.
The Select Existing Actions page opens.
You are returned to the Step 3: Specify Workflow Actions page.
A summary page opens, which provides details about the workflow rule that was created.
To view an outbound message using the Salesforce web console:
The Personal Setup page opens.
The All Outbound Messages page opens.
To track an outbound message status using the Salesforce web console:
The Personal Setup page opens.
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.
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