Monthly Archives: May 2013

Salesforce rule and trigger execution order

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The following is the order salesforce logic is applied to a record.

  1. Old record loaded from database (or initialized for new inserts)
  2. New record values overwrite old values
  3. System Validation Rules
  4. All Apex before triggers (EE / UE only)
  5. Custom Validation Rules
  6. Record saved to database (but not committed)
  7. Record reloaded from database
  8. All Apex after triggers (EE / UE only)
  9. Assignment rules
  10. Auto-response rules
  11. Workflow rules
  12. Escalation rules
  13. Parent Rollup Summary Formula value updated (if present)
  14. Database commit
  15. Post-commit logic (sending email)

Additional notes:

There is no way to control the order of execution within each group above.

Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.

Formula fields do not execute in this way. They calculate and display their results real-time whenever the field is accessed in any way. So for example if a Workflow Rule uses a Formula Field in its criteria or formula, the formula field is evaluated when the Workflow Rule criteria is checked.

The features that have to be enabled by Salesforce Support

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Hide SFDC Brand
Hide SFDC Logo in CSS (Hide Salesforce Logo in Self Service Portal)
Manage Person Accounts
Multi-currency
More Decimals on Price
Single Sign-On
Translation Workbench
Daily Lead Limit
Daily Case Limit
Upload Size (MB)
Max Active Rules Per Entity (mass workflow rules)
Max Sharing Rules Per Entity
Max Actions per rule
Customizable Forecasting
Create Audit Fields (System Modifiable Fields)
Extended Mail Merge
Encrypted Fields
Disable Email Change Notification AND/OR Add Allowed Domain
Trial Expiration Date
Mass Email Permission (for trial)
Massmail Recipient Limit
Roll-Up Summary Field
Enable Content Delivery Setup
API Returns the state [address] regardless of the user locale
Advanced Search in Sidebar
Campaign association to opportunity from contact
Case duration age in business hours
HTML Solutions
Local Names
Quantity schedule revenue related
Rename Standard Objects
End User Languages
Supply Default Opportunity line item values
Territory Management
License Count Synchronization Between Sandbox & Production
Change “System Administrator” user e-mail address
Data Export
Divisions Enabled
Daily Massmail Limit
Increase API Request Limit Override
Daily Incoming Email Limit
One-Off Salesforce Sandbox Refresh
[Please be advised that the only time we are able to approve sandbox refreshes is when the sandbox did not refresh correctly due to a bug or error.]
Migrating Archived Activities