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Tarun G, Salesforce Developer

Last Updated: 18 Oct 2023

- Experienced software engineer with 5+ years of total experience, specializing in Salesforce development; - Proficient in Salesforce technologies including Salesforce Lightning, Apex, Visualforce, and SOQL; - Skilled in designing and implementing custom objects, fields, layouts, reports, and workflows on the Salesforce platform; - Strong knowledge of web technologies such as HTML, JavaScript, and CSS; - Familiar with Agile and Waterfall methodologies for software development; - Experienced in integrating Salesforce with external applications using SOAP and REST web services; - Highly motivated, team player, and quick learner of new technologies.

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SalesForce Workflow

SalesForce Workflow


Salesforce   5 yr.

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Toshal L, Salesforce Developer

Last Updated: 18 Oct 2023

- Software engineer with 5 years of experience in Salesforce project implementation, configuration, and customization; - Proficient in salesforce.com and CRM projects and products; - Strong knowledge of data modeling and product development on cloud platforms; - Skilled in Force.com platform technologies including Apex classes, Triggers, Visual Force, Workflows, and Approvals; - Experienced in requirement gathering and client interactions; - Excellent problem-solving skills with a strong technical background; - Quick learner and excellent team player, able to meet tight deadlines and work under pressure.

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SalesForce Workflow

SalesForce Workflow


Salesforce   5 yr.

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Manav, Salesforce Developer

Last Updated: 18 Oct 2023

- Proficient in Salesforce CRM, with 4+ years of experience in Salesforce Development; - Strong technical and functional knowledge of SFDC CRM, including Apex classes, Triggers, Visual force, and Migration tool; - Experienced in Salesforce administration setup, including user management, security controls, data management, and customization; - Skilled in Apex Classes, Controllers, and Triggers, considering governor limits and client requirements; - Familiar with SOQL, SOSL, Batch Apex, and Schedule Apex; - Extensive experience with Salesforce Sandbox, Unit Testing, and Eclipse IDE Force.com Plug-in environment; - Proficient in data tools such as Import wizard, Export wizard, and Apex Data Loader.

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SalesForce Workflow

SalesForce Workflow   4 yr.


Salesforce   4 yr.

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Mani G., Salesforce Developer

Argenteuil, France
Last Updated: 15 Mar 2024

- 5+ years of commercial IT experience which involves 4 years of solid Involvement in salesforce.com and Force.com. - Proficiency in Apex classes, Controllers, Visual force, Migration tool, and other programs in salesforce development toolkit. - Superior knowledge of salesforce lightning features. - Excellent understanding of SOA design principles and RDBMS technologies. - Experienced in API integration and Web services. - Good knowledge of implementation of Object-Oriented Programming concepts. - Advanced English, Intermediate French. - Available ASAP. - No vacation plans.

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SalesForce Workflow

SalesForce Workflow



Salesforce Apex

Salesforce Apex

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Priyanka, Salesforce Developers

Last Updated: 4 Jul 2023

- 5+ years of experience in application design, customization, development, support which includes experience in Salesforce CRM platform as Developer, Administrator. - Certified Salesforce Developer with 5+ years of experience in IT with experience in Salesforce.com CRM. - Thorough understanding of object-oriented programming (OOPS) concepts and extensive knowledge in implementing, customizing, and maintaining Salesforce solutions. - Extensive knowledge of Software Development Life Cycle (SDLC) by having a thorough understanding of various phases of the life cycle which includes Requirement gathering, Analysis and Design part along with Development and Testing as well. - In depth experience in Salesforce.com development in implementing Apex Classes, Visualforce, Force.com IDE, Controllers and Triggers, SOQL, SOSL and Plug-ins. - Upper-Intermediate English. - Available ASAP

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SalesForce Workflow

SalesForce Workflow



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FAQs about SalesForce Workflow Development

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If you urgently need a verified and qualified SalesForce Workflow developer, and resources for finding the right candidate are lacking, UPSTAFF is exactly the service you need. We approach the selection of SalesForce Workflow developers professionally, tailored precisely to your needs. From placing the call to the completion of your task by a qualified developer, only a few days will pass.

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AI tools and expert human reviewers in the vetting process are combined with a track record and historically collected feedback from clients and teammates. On average, we save over 50 hours for client teams in interviewing SalesForce Workflow candidates for each job position. We are fueled by a passion for technical expertise, drawn from our deep understanding of the industry.

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Our journey starts with a 30-minute discovery call to explore your project challenges, technical needs, and team diversity. Meet Carefully Matched SalesForce Workflow Talents. Within 1-3 days, we’ll share profiles and connect you with the right talents for your project. Schedule a call to meet engineers in person. Validate Your Choice. Bring a new SalesForce Workflow developer on board with a trial period to confirm that you’ve hired the right one. There are no termination fees or hidden costs.

How does Upstaff vet remote SalesForce Workflow engineers? Arrow

Upstaff Managers conduct an introductory round with potential candidates to assess their soft skills. Additionally, the talent’s hard skills are evaluated through testing or verification by a qualified developer during a technical interview. The Upstaff Staffing Platform stores data on past and present SalesForce Workflow candidates. Upstaff managers also assess talent and facilitate rapid work and scalability, offering clients valuable insights into their talent pipeline. Additionally, we have a matching system within the platform that operates in real-time, facilitating efficient pairing of candidates with suitable positions.

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Table of Contents

Hard skills of a SalesForce Workflow Developer

Hard skills of a SalesForce Workflow Developer:


  • Salesforce Administration: Proficient in navigating and configuring Salesforce settings, user management, and security settings.
  • Workflow Rules: Ability to create and manage simple workflow rules to automate standard business processes.
  • Email Alerts: Knowledge of setting up email notifications triggered by workflow rules.
  • Field Updates: Capable of creating field updates to automatically change field values based on specified criteria.
  • Approval Processes: Familiarity with setting up basic approval processes to streamline workflows.


  • Process Builder: Proficient in using Process Builder to create complex workflows involving multiple criteria and actions.
  • Visual Workflow: Experience in building interactive and guided processes using Visual Workflow.
  • Formula Fields: Skillful in creating formula fields to perform calculations and display calculated values on records.
  • Validation Rules: Ability to write validation rules to enforce data integrity and ensure data accuracy.
  • Data Import/Export: Proficient in using Salesforce data import/export tools to manage large data sets.
  • Apex Triggers: Knowledge of writing and deploying simple Apex triggers to automate custom business processes.
  • Debugging: Proficient in troubleshooting and resolving issues in workflows and automation processes.


  • Apex Development: Strong understanding of Apex programming language and ability to write complex Apex classes and triggers.
  • Integration: Experience in integrating Salesforce with external systems using APIs and web services.
  • Batch Apex: Proficient in writing and scheduling Batch Apex jobs to process large data volumes.
  • Lightning Flow: Skillful in using Lightning Flow to create complex, multi-step business processes.
  • Governor Limits: Knowledge of Salesforce governor limits and ability to optimize code to adhere to these limits.
  • Data Modeling: Ability to design and implement customized data models to meet specific business requirements.
  • Performance Optimization: Proficient in optimizing Salesforce workflows and automation processes for improved performance.

Expert/Team Lead

  • Salesforce Architecture: Strong understanding of Salesforce architecture and ability to design scalable and efficient solutions.
  • Governance and Best Practices: Knowledge of Salesforce governance and best practices for workflow development.
  • Code Review: Proficient in reviewing and providing feedback on code written by other developers.
  • Technical Leadership: Ability to lead a team of developers and provide technical guidance and mentorship.
  • Salesforce Certifications: Hold advanced Salesforce certifications such as Certified Technical Architect or Certified Application Architect.
  • Continuous Integration/Continuous Deployment (CI/CD): Experience in implementing CI/CD practices for Salesforce development.
  • Salesforce Lightning: Proficient in building Lightning Components and using Lightning Web Components.
  • Salesforce Communities: Experience in building and customizing Salesforce Communities for external users.
  • Salesforce Mobile: Skillful in developing mobile applications using Salesforce Mobile SDK.
  • Data Migration: Proficient in planning and executing data migration strategies for large-scale Salesforce implementations.
  • Performance Tuning: Ability to identify and resolve performance bottlenecks in Salesforce workflows and automation processes.

How and where is SalesForce Workflow used?

Case NameCase Description
Lead QualificationSalesforce Workflow Development can be used to automate the lead qualification process. By setting up workflow rules, you can define criteria for lead qualification, such as a specific industry or a minimum lead score. When a lead meets the defined criteria, the workflow can automatically update the lead status, assign it to a sales representative, and notify them via email. This streamlines the lead qualification process and ensures that qualified leads are promptly followed up on.
Opportunity ManagementWith Salesforce Workflow Development, you can automate various tasks related to opportunity management. For example, you can create a workflow rule that triggers when an opportunity amount exceeds a certain threshold. The workflow can then automatically send an email notification to the sales manager, alerting them about the high-value opportunity. This helps in timely decision-making and enables efficient allocation of resources for pursuing lucrative deals.
Task AssignmentSalesforce Workflow Development allows you to automate task assignment based on specific criteria. For instance, you can define a workflow rule that assigns a task to a sales representative when a lead’s status changes to “Qualified.” This ensures that the right person is responsible for following up on qualified leads, improving task management and overall productivity.
Case EscalationBy leveraging Salesforce Workflow Development, you can automate case escalation based on predefined rules. For example, if a customer support case remains unresolved for a specified period, a workflow rule can trigger an escalation process. This can involve escalating the case to a higher-level support agent or notifying the customer service manager. By automating case escalation, you can ensure timely resolution of critical issues and maintain customer satisfaction.
Approval ProcessSalesforce Workflow Development enables the automation of approval processes for various business scenarios. For instance, you can set up a workflow rule that triggers when a sales opportunity is marked as “Closed-Won” and the amount exceeds a certain threshold. The workflow can then initiate an approval process, involving relevant stakeholders, such as sales managers or finance teams. This streamlines the approval workflow, reduces manual effort, and accelerates the sales cycle.
Renewal ReminderUsing Salesforce Workflow Development, you can automate renewal reminders for subscription-based products or services. By setting up a workflow rule based on the contract end date, you can trigger automated email notifications to customers, reminding them to renew their subscriptions. This helps in improving customer retention rates by ensuring timely renewal and minimizing the chances of subscription lapses.

TOP 10 SalesForce Workflow Related Technologies

  • Apex

    Apex is a programming language specifically designed for the Salesforce platform. It allows developers to write code that runs on the Salesforce servers, enabling the creation of custom business logic and workflows. With its Java-like syntax and tight integration with the Salesforce platform, Apex is the go-to language for Salesforce workflow software development.

  • Visualforce

    Visualforce is a framework used to build user interfaces in Salesforce. It provides a markup language that allows developers to create custom pages, components, and forms that interact with Salesforce data. Visualforce is essential for building intuitive and user-friendly interfaces for Salesforce workflow software.

  • JavaScript

    JavaScript is a versatile programming language used for client-side scripting in web development. When it comes to Salesforce workflow software development, JavaScript is often used to enhance the user interface and add dynamic functionality to Visualforce pages. It enables developers to create interactive workflows and automate tasks within the Salesforce platform.


    HTML and CSS are fundamental technologies for web development. In the context of Salesforce workflow software development, these languages are used to structure and style the user interface. HTML defines the structure of web pages, while CSS controls their presentation. Together, they ensure a seamless and visually appealing user experience.

  • Lightning Web Components

    Lightning Web Components (LWC) is a modern framework for building web components within the Salesforce Lightning platform. LWC allows developers to create reusable, efficient, and customizable components that can be used in Salesforce workflow software. It provides a robust foundation for building scalable and responsive user interfaces.

  • SOQL

    SOQL (Salesforce Object Query Language) is a query language used to retrieve data from the Salesforce database. It is specifically designed to work with Salesforce objects and relationships. SOQL is essential for querying and manipulating data within Salesforce workflow software, enabling developers to retrieve and process relevant information for their workflows.

  • Process Builder

    Process Builder is a visual workflow tool provided by Salesforce. It allows developers to create automated processes and workflows without writing code. With Process Builder, developers can define actions, criteria, and triggers to automate various tasks within the Salesforce platform. It simplifies the development of complex workflows and reduces the reliance on custom code.

Pros & cons of SalesForce Workflow

6 Pros of SalesForce Workflow

  • 1. Automation: SalesForce Workflow allows for the automation of repetitive tasks and processes, saving time and increasing efficiency. This helps sales teams focus on more important activities such as closing deals and building customer relationships.
  • 2. Streamlined Processes: With SalesForce Workflow, you can create custom workflows that guide your sales team through predefined steps, ensuring consistency and standardization in your sales processes. This helps reduce errors and improves overall productivity.
  • 3. Notifications and Alerts: SalesForce Workflow enables you to set up notifications and alerts to keep your team informed about important events and deadlines. This ensures that everyone stays on top of their tasks and can take appropriate actions in a timely manner.
  • 4. Improved Collaboration: By automating workflows, SalesForce Workflow promotes better collaboration among team members. It provides visibility into the status of tasks and allows for easy communication and sharing of information, fostering a more cohesive and efficient sales team.
  • 5. Flexibility and Customization: SalesForce Workflow offers a high level of flexibility and customization options. You can tailor workflows to your specific business needs, defining rules, criteria, and actions that align with your sales processes and objectives.
  • 6. Integration with SalesForce Platform: SalesForce Workflow seamlessly integrates with other SalesForce features and tools, such as Sales Cloud and Service Cloud. This integration allows for a unified and comprehensive approach to managing sales activities, data, and customer interactions.

6 Cons of SalesForce Workflow

  • 1. Complexity: Implementing and configuring SalesForce Workflow can be complex, especially for users who are not familiar with the platform. It may require technical expertise or training to fully utilize its capabilities.
  • 2. Learning Curve: Users who are new to SalesForce Workflow may face a learning curve as they familiarize themselves with the features and functionalities. This can temporarily impact productivity until users become proficient with the tool.
  • 3. Limited Functionality: While SalesForce Workflow offers a wide range of automation capabilities, it may not fulfill all the specific requirements of every business. Some complex workflows or unique business processes may require additional customization or integration with other tools.
  • 4. Potential for Over-automation: SalesForce Workflow allows for extensive automation, but it is important to strike the right balance. Over-automating processes can lead to a loss of human touch and personalization, potentially impacting customer relationships.
  • 5. Dependency on Internet Connection: SalesForce Workflow operates in the cloud, which means it is dependent on a stable internet connection. Any disruptions in internet connectivity can temporarily hinder access to the platform and impact workflow execution.
  • 6. Cost: SalesForce Workflow is a part of the SalesForce platform, which comes with a cost. Depending on the size of your organization and the level of functionality required, the pricing for SalesForce Workflow may vary.

Cases when SalesForce Workflow does not work

  1. Complex Workflow Logic: SalesForce Workflow has certain limitations when it comes to handling complex workflow logic. For example, if you have multiple criteria or complex dependencies between different workflow rules, it may not function as expected. This can lead to incorrect or unexpected results.
  2. Record Ownership Changes: SalesForce Workflow is triggered based on certain record events, such as record creation or record updates. However, if there is a change in record ownership, the workflow rules may not be triggered as expected. This can lead to inconsistencies in the automated processes you have set up.
  3. Cross-Object Triggers: SalesForce Workflow operates on a single object at a time. If you need to perform actions on multiple related objects or have cross-object dependencies, workflow rules may not be suitable. In such cases, you may need to consider using Apex triggers or other automation tools.
  4. Mass Updates: SalesForce Workflow is designed to handle individual record updates. If you need to perform a mass update on a large number of records, workflow rules may not be efficient. In such scenarios, using Data Loader or other data management tools would be more appropriate.
  5. Complex Field Updates: While SalesForce Workflow allows you to perform field updates, there are limitations on the complexity of these updates. If you require complex calculations, data manipulations, or need to update fields based on data from multiple sources, workflow rules may not be able to meet your requirements. Apex triggers or Process Builder can provide more flexibility in these cases.
  6. Real-Time Actions: SalesForce Workflow rules are not executed in real-time. Depending on the configuration, there may be a delay between the triggering event and the execution of the workflow rule. If you need immediate or time-sensitive actions, you may need to explore other options such as Process Builder or Apex triggers.

TOP 14 Tech facts and history of creation and versions about SalesForce Workflow Development

  • Salesforce Workflow Development is a powerful automation tool that was first introduced in 2007 by Salesforce.com.
  • The creator of Salesforce Workflow Development is Marc Benioff, the founder and CEO of Salesforce.com.
  • It is based on the concept of workflow management, which is a methodology for automating business processes.
  • Workflow rules in Salesforce allow users to automate standard internal procedures and processes to save time across the organization.
  • With Salesforce Workflow Development, users can automate tasks, email notifications, field updates, and outbound messages.
  • The first version of Salesforce Workflow Development allowed users to create simple workflows with basic criteria and actions.
  • Over the years, Salesforce has added new features and functionalities to Workflow Development, making it more robust and versatile.
  • In 2010, Salesforce introduced the ability to trigger workflows based on time-dependent actions, allowing for even more automation.
  • Salesforce Workflow Development has gone through several version upgrades, with each release bringing new capabilities and enhancements.
  • In 2015, Salesforce introduced the Process Builder, a more advanced tool for building complex workflows and automations.
  • The Process Builder allows users to create workflows with multiple criteria, actions, and decision points, offering greater flexibility.
  • In 2020, Salesforce launched the Lightning Flow, a next-generation tool that combines Workflow Development and the Process Builder.
  • Lightning Flow offers a visual interface for designing and executing complex business processes, making it easier for users to create sophisticated workflows.
  • Salesforce Workflow Development has revolutionized the way businesses automate their processes, increasing efficiency and productivity.
  • Today, Salesforce Workflow Development is widely used by organizations of all sizes and industries to streamline their operations.

Soft skills of a SalesForce Workflow Developer

Soft skills of a SalesForce Workflow Developer:


  • Attention to detail: Ability to carefully review and analyze requirements to ensure accurate workflow development.
  • Time management: Efficiently prioritize tasks and meet project deadlines.
  • Communication: Effectively communicate with team members and stakeholders to gather requirements and provide updates on progress.
  • Problem-solving: Identify and resolve issues that arise during workflow development.
  • Collaboration: Work well in a team environment, actively contributing ideas and supporting colleagues.


  • Leadership: Take ownership of projects and guide junior developers in workflow development.
  • Critical thinking: Analyze complex requirements and develop innovative solutions.
  • Client management: Build and maintain strong relationships with clients, ensuring their needs are met.
  • Adaptability: Quickly adapt to changes in project requirements or technology updates.
  • Mentoring: Provide guidance and support to junior developers, helping them grow their skills.
  • Organizational skills: Effectively manage multiple projects and prioritize tasks.
  • Problem-solving: Proactively identify potential issues and develop solutions.


  • Strategic thinking: Develop long-term workflow development strategies that align with organizational goals.
  • Project management: Lead complex projects, coordinating resources and ensuring successful delivery.
  • Influence: Persuasively present ideas and gain buy-in from stakeholders.
  • Team building: Foster a collaborative and inclusive team environment.
  • Continuous learning: Stay updated with the latest SalesForce technologies and industry trends.
  • Decision-making: Make informed decisions based on data and analysis.
  • Conflict resolution: Effectively manage conflicts and facilitate resolution.
  • Client relationship management: Build and maintain strong relationships with clients, ensuring their satisfaction.

Expert/Team Lead

  • Strategic planning: Develop and execute long-term workflow development strategies across teams.
  • Thought leadership: Provide guidance and direction to the team, driving innovation and best practices.
  • Performance management: Monitor and evaluate team performance, providing feedback and coaching for improvement.
  • Business development: Identify and pursue new business opportunities, expanding the client base.
  • Process improvement: Streamline workflow development processes to increase efficiency and productivity.
  • Risk management: Identify and mitigate potential risks in workflow development projects.
  • Empathy: Understand the needs and concerns of team members, fostering a positive and supportive work environment.
  • Strategic partnerships: Collaborate with key stakeholders to establish strategic partnerships.
  • Change management: Lead teams through organizational changes, ensuring smooth transitions.
  • Innovation: Drive the adoption of new technologies and techniques to enhance workflow development.
  • Quality assurance: Implement quality control measures to ensure the delivery of high-quality workflow solutions.

What are top SalesForce Workflow instruments and tools?

  • Process Builder: Process Builder is a powerful workflow tool in Salesforce that allows users to easily automate complex business processes without writing any code. It provides a visual interface to create workflows with point-and-click simplicity. Introduced in 2015, Process Builder has become an essential tool for Salesforce administrators and developers. It offers advanced features such as the ability to create records, update related records, and invoke Apex code.
  • Flow Builder: Flow Builder is another robust workflow tool in Salesforce that enables users to create and automate business processes using a visual interface. It was introduced in 2019 as an improved version of the previously available Visual Workflow tool. Flow Builder allows users to design interactive screens, guide users through complex processes, and perform data manipulations. It is widely used for building custom screens, automating approvals, and integrating with external systems.
  • Apex Triggers: Apex Triggers are code-based workflow tools in Salesforce that execute custom logic before or after specific events occur on Salesforce records. Triggers are written in Apex, Salesforce’s proprietary programming language, and are used to perform complex data manipulations, enforce business rules, and integrate with external systems. Apex Triggers have been available in Salesforce since its early days and continue to be a powerful tool for developers to extend the platform’s functionality.
  • Approval Processes: Approval Processes are a built-in workflow tool in Salesforce that allows users to automate the approval of records, such as opportunities, cases, or custom objects. With Approval Processes, users can define multiple approval steps, assign approvers based on criteria, and set up email notifications and reminders. This tool has been a core part of Salesforce since its inception and is widely used in various industries for streamlining business processes.
  • Workflow Rules: Workflow Rules are a foundational workflow tool in Salesforce that enable users to automate standard internal procedures and processes. They allow users to set up automated actions based on record criteria and trigger events. Workflow Rules have been available in Salesforce for many years and are commonly used for tasks such as sending email alerts, updating fields, and creating tasks or records.

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