CRMGuidance Blog

Top 15 Workflow Rules for Salesforce Professional Edition Users

Posted by Mike Johnson on Jul 14, 2015 8:31:00 AM

Historically, Salesforce Professional Edition users do not have a great deal of experience using Salesforce automation tools to address their automation needs. So we thought it would be helpful to share the 15 - 20 most commonly requested Workflow Rules that our customers ask our support team to build for them.

FYI: These rules are possible because the Professional Edition customers are using "Workflow for Professional Edition" from the AppExchange, voted as one of the Top Salesforce Apps for Professional Edition

Available Workflow Actions with Workflow for Professional Edition

  1. Email Alerts- send an alert to a Lead, Contact, Related Contact, Users, Non User, and Role, or the Record Owner
  2. Create New Records – this Salesforce Trigger functionality enables you to create a record on current or a related object, including from Opportunity to Lead
  3. Field Updates – update any editable field on any standard to custom object
  4. Tasks – create a Salesforce Task for the Record Owner, Role or any User