Things to keep in mind for workflow automation

Workflow processes are very powerful, so they can get complex. Carefully plan your workflows and take the time to learn how they work to avoid a cascade of triggers and actions that make more changes than you aim for.

Many of the following points are mentioned in other workflow articles, but they're worth mentioning again.

  • Emails sent through workflows do not count towards your bulk email sending limit. But because a copy of the email is saved to the Emails tab, they do count towards your record limit.
  • Except for leads, all new records created through workflows are linked to the record that triggers them. Because leads do not include linking like other records, they will only be linked to their emails and tasks.
  • When a workflow action changes a Pipeline stage, it will not trigger an activity set related to the new Pipeline stage. Consider re-creating your activity sets' tasks and events in the workflow's actions.
  • When a workflow action updates a field, it will overwrite the current value in that field.
  • The user who triggers a workflow action becomes the record creator and owner of any new records created by that action (i.e., if Jolene edits a contact and causes a workflow to create a new project, Jolene is listed as the creator and owner of the project).
  • All scheduled action times are triggered based on UTC/GMT.
  • Project milestones are not available in workflows.

 

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