Time-Dependent Workflow that triggers in less than 1 hour
As you probably know, Salesforce Time-Based Triggers
can trigger before (or after) certain number of days (or hours) from a specified Date/Time
field on the record that triggered the workflow
. The valid range is 0 to 999 days or hours, and you can’t use decimal values, only integers. This means that out of the box you can’t, for example, make a workflow be triggered 15 minutes
or half an hour
after the rule was evaulated. However, in case you really want to do something like this, there is a workaround.
Step 1: Create a new custom Formula field
Let’s say that, for some reason, you want to create a task 15 minutes after an Opportunity record was updated. First, you’ll need to create a new custom formula field
that evaluates to a Date/Time value
. We are going to call this new field Record Edited Time Minus 45
, and set its formula to LastModifiedDate - 45 * 0.00069
.
In a
Date/Time
formula field0.00069
represents 1 minute. So, this part of our formula45 * 0.00069
actually represents 45 minutes.
As for security, make this field accessible to all users, but don’t place it on any layout.
After we save our new formula field, every time we edit an Opportunity record, this field will hold a Date/Time
value that is 45 minutes in the past from the time the record was edited.
Step 2: Make your Time-Based Workflow use the new formula field
Now that you have created the required formula field you can go ahead and start setting up a workflow
with a Time-Dependent Action
that should fire 15 minutes after an Opportunity record was edited.
I’m not going to cover here how to create a Workflow
, you should already know this, just keep in mind when creating a new Time-Dependent Action
to set it to fire 1 hour after the Opportunity: Record Edited Time Minus 45
, as shown in the image below.
The last step should be to acivate your workflow
and test it out.
Conclusion
Now you know how to create a Time-Dependent Workflow Rule
that will trigger in less than 1 hour after the record that triggered the workflow is edited and the workflow is evaluated.
Don’t forget to add your comments below.
I should point out that
Time-Based Worfklow Actions
are batched together and will be triggered within 1 hour of their designated time. This means that even if we set that an action should be executed 15 minutes after the record was edited, this still doesn’t guarantee that it will be executed exactly after 15 minutes.