Automation: Workflow Rules


This page covers:


Release Information

New features and feature enhancements are added with every new release. Below is a high-level overview of important features/feature enhancements for Workflow Rules by release.

For more detailed release notes, review the Release Notes page or contact your System Administrator.


Release

Features Added/Feature Enhancements

What does this mean?

Release

Features Added/Feature Enhancements

What does this mean?

Kalausi (v1.34)

Workflow Rules deprecated and replaced by Salesforce Flows.

The following Workflow Rules have been deprecated Kalausi Release onwards:

  • Result values are created

  • Result values are edited

  • Target values are created

  • Target values are edited

They have been replaced by Flows. You can find more detailed information about the replaced processes in the Release Notes. Due to a Salesforce limitation these process builders will be available in orgs installing Kalausi (v1.34) or a version after that, but will be marked deactivated.

Please refer to the Upgrade Instructions if you’re upgrading to Kalausi from a previous release.


Deprecated Workflow Rules in Amp Impact

Amp Impact had four workflow rules on Result__c object, each of which is associated with at least one field update workflow action. These have been deprecated from Kalausi onwards and replaced by Salesforce Flows.

Workflow Rule Name

Description

Workflow Action(s)

Workflow Rule Name

Description

Workflow Action(s)

Result values are created Deprecated from Kalausi

Checks whether the result values on a result record are being populated for the first time

  • Update ampi__Result_Created_Date__c

  • Update ampi__Result_Last_Modified_Date__c

Result values are edited Deprecated from Kalausi

Checks whether the result values on a result record have been modified

  • Update ampi__Result_Last_Modified_Date__c

Target values are created Deprecated from Kalausi

Checks whether the target values on a result record are being populated for the first time

  • Update ampi__Target_Created_Date__c

  • Update ampi__Target_Last_Modified_Date__c

Target values are edited Deprecated from Kalausi

Checks whether the target values on a result record have been modified

  • Update ampi__Target_Last_Modified_Date__c


How To Deactivate Workflow Rules

These workflow rules and actions are active on the installation of Amp Impact. They can be deactivated if your organization does not wish to use them. To do so, go to the Setup “Quick Search” box, and search for “Workflow Rules”. Click “Deactivate” next to any Workflow Rules that your organization does not want to use.