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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Problem statement 5


As an administrator, you have been asked to debug time-based workflows. They are not firing as expected. The challenge in front of you is to debug and figure out the root cause of the issue.

Debugging steps

The following steps will help debug this problem:

  1. The first check is to repeat the same transaction (the same workflow) on the record in a sandbox instance to satisfy the criteria of the time-based workflow. Observe the criteria, as the records might not be satisfying the workflow criteria.

  2. Monitor the time-based workflow queue. The navigation path is Setup | Monitoring | Time-Based Workflow.

  3. You can reduce the time frame temporarily for an hour to observe the results to figure out whether the time-based rule is firing.

  4. The last resort will be asking your developer to look at the debug logs to find out whether the time-based rule is triggering.

    The following screenshot shows the time-based workflow monitoring queue:

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