Force Platform Fundamentals: An Introduction to Custom Application Development in the Cloud

Creating Workflow Rules That Assign Tasks

For our first use of workflow, we want to create two rules: one that assigns a “Send Rejection Letter” task to the relevant recruiter whenever the Status field of a job application record is set to Rejected, and one that assigns an “Extend Offer” task to the relevant recruiter whenever the Status field of a job application record is set to “Extend an Offer.” Let’s start with the “Send Rejection Letter” workflow rule.

Try It Out: Creating the “Send Rejection Letter” Workflow Rule

To make this rule entirely functional, we’ll need to define both a workflow rule, which specifies the criteria for when the rule should be executed, and a workflow task that includes the “Send Rejection Letter” task template. ...