Clone a Workflow Rule

This article takes you through the process of cloning the workflow rules governing the email acknowledgments for KPC. Let's go with a series of Workflow rules rather than the processes. The WFR (workflow rule) seems to be quicker.

I suggest that you deactivate these rules until you have the Donations in place...with Primary Campaign Source fields filled and with Primary Contact fields complete. You can also start working through your donor list for people without email addresses. You can always snail mail them if there is not way to ask them for their email.

Click the clone button on one of the email ack rules.

Workflow Rules | Salesforce - Google Chrome

Change the Rule Name, the description, and the primary campaign source field.

Click Save

Workflow Rules | Salesforce - Google Chrome

Click Add Workflow Action

Workflow Rules | Salesforce - Google Chrome

Click "Select Existing Action" -- these email alert actions have already been set up. You will need to modify them, not create them. Click Next

Workflow Rules | Salesforce - Google Chrome

Move the email alert that goes with this WFR into the Selected Action section. Click Save.

Workflow Rules | Salesforce - Google Chrome

Click Done...but you are actually NOT done.

Workflow Rules | Salesforce - Google Chrome

Click Activate. Now the rule is in effect, and the donations will be evaluated whenever they are edited to meet the criteria or when they are created.

Workflow Rules | Salesforce - Google Chrome

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