With workflow for sites, you can create workflow rules that trigger email alerts when certain site-related criteria are met. For example, create a rule that sends your site administrator an email alert when bandwidth usage reaches 80% of the daily bandwidth limit or when a site's status changes from the active state.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create or change workflow rules: | Customize Application |
| To create and edit Salesforce Sites: | Customize Application |
Site usage workflow rules can help you keep your sites from exceeding rolling 24-hour limits for bandwidth and service request time, and monthly limits for page views and logins. Workflow rules on the Site object are evaluated every hour for all sites within the organization, unless your criteria is limited to certain sites. Workflow rules that are created on the Organization and User License objects are evaluated every three hours.
Only email alert actions are supported for site usage workflow rules. Other workflow actions, such as field updates, tasks, and outbound messages, aren’t available.
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Optionally, create custom email templates using Site merge fields.
- From Setup, in the Quick Find Box, enter Email Templates, and then select Email Templates.
- Click New Template.
- To use Site merge fields in your template, in the Available Merge Fields section, select Site Fields in the Select Field Type dropdown list .
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Create a workflow rule for one of
these objects.
- For monthly site page views allowed and monthly site page views used fields, select Organization.
- For site detail, daily bandwidth and request time, monthly page views allowed, and other fields, select Site.
- For the monthly logins allowed and monthly logins used fields, select User License.
The Organization and Site objects are only available if Salesforce Sites is enabled for your organization. The User License object isn't dependent on sites, and is only available if you have Customer Portals or partner portals enabled for your organization. -
For the evaluation criteria, select one of these options.
- To specify the filter criteria that a site must meet to trigger the
rule, select criteria are met.
For example, to trigger the rule every time the active status changes for a site, set the filter to Site Status not equal to Active. To add more rows or to set up Boolean conditions, click Add Filter Logic.
- To enter a formula, select formula evaluates to
true.
For example, this formula triggers the rule when bandwidth usage reaches 80 percent of the daily bandwidth limit.
DailyBandwidthUsed >= 0.8 * DailyBandwidthLimitIn this example, the formula triggers the rule when time usage reaches 80 percent of the daily time limit.
DailyRequestTimeUsed >= 0.8* DailyRequestTimeLimit
- To specify the filter criteria that a site must meet to trigger the
rule, select criteria are met.
- Add an email alert action as an automated action on your workflow rule.