• theHackneyPirates
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Hi, 

 

I am relatively new to salesforce and not a great coder so please bear in mind! I work for a small charity with limited resources trying to make good use of our Salesforce foundation licenses.

 

Is it possible to force workflow rules to be evaluated by changing a field through apex scheduling? I have set up quite a few workflow rules and thought that having a requirement "rule date = today" for example would be enough to trigger the workflow rule on a relevant day, but this does not seem to work. My idea is to create a checkbox for each lead called "rule trigger" and tell the rules to run when it is ticked, then find some apex code to do that daily and trigger the rules.

 

My issue at the most basic level is getting workflow rules to run daily so if there is some better way to do this feel free to point me in that direction. I found these instructions which seemed to imply it was possible to get rules to evaluate daily.

 

Thanks, 

 

Peter