Workflow Rules: A Developer's Guide to Automation

1# Example of a simple criteria in Salesforce workflow rule using a hypothetical syntax
2
3rule_name = "High Value Opportunity"
4object_name = "Opportunity"
5criteria = {
6    "amount": {
7        "operator": ">",
8        "value": 100000
9    },
10    "stage": {
11        "operator": "!=",
12        "value": "Closed Lost"
13    }
14}
15
16print(f"Workflow Rule: {rule_name}
17Object: {object_name}
18Criteria: {criteria}")
19

1// Example of an email alert action in a Salesforce workflow rule
2
3const emailAlert = {
4    name: "Send Opportunity Alert",
5    recipient: "opportunity_owner@example.com",
6    subject: "High Value Opportunity Alert",
7    body: "A high-value opportunity has been created."
8};
9
10console.log("Email Alert Action:", emailAlert);
11

1# Example of a record-triggered workflow in a hypothetical system
2
3def on_record_update(record):
4    if record['status'] == 'New':
5        record['status'] = 'In Progress'
6        # Hypothetical API call to update the record
7        print(f"Record updated: {record}")
8
9
10record_data = {'id': 123, 'status': 'New'}
11on_record_update(record_data)
12

1// Example of scheduling a workflow rule using a specific API or platform (Node.js using node-schedule)
2
3const schedule = require('node-schedule');
4
5// Schedule the job to run every day at 8:00 AM
6const job = schedule.scheduleJob('0 8 * * *', function(){
7  console.log('Running scheduled workflow rule!');
8  // Simulate workflow action
9  console.log('Sending daily report email...');
10});
11
12console.log('Workflow rule scheduled.');
13

1<!-- Comparing a simple workflow rule and its equivalent flow -->
2
3<!-- Workflow Rule (Simplified) -->
4<workflowRule object="Account" active="true">
5    <criteria>BillingCountry = 'USA'</criteria>
6    <actions>
7        <fieldUpdate field="BillingState" value="CA"/>
8    </actions>
9</workflowRule>
10
11<!-- Equivalent Flow (Visual representation - this is more about conceptual comparison) -->
12<!-- The equivalent flow would involve a visual designer with a start element, a decision element (similar to the criteria), and an assignment element (similar to the field update). -->
13