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Rakesh SRakesh S 

workflows in professional edition

Hi All,

I need workflows in Professional Edition but i know there is no workflows in professional edition.
For testing purpose, we have created a trail PE edition in which i have seen a workflow feature. i dont know exactly how it appears.

User-added image       User-added image
Please let me know, is there any way to configure workflows in PE edition. 

I appreciate your response.

Thank you.
Mahesh DMahesh D
Hi Rakesh,

Workflow for Professional Edtion is available as an add-on from the AppExchange: Have a look a the Workflow for Professional Edition App on the AppExchange. It enables Professional Edition Users to generate Email Alerts, Update Fields, Create New Tasks, and even Create New Records based on Workflow Rule Criteria you define. Rules can get created on Any Object, includig Tasks. ie "Change Case Status to "Customer REsponded" when Inbound Email Status = Inbound Email Received

Users can create multiple Workflow Actions per Workflow Rule: ie 1. Update Status; 2. Create A Task for Record Owner; 3. Send Email Alert to Project Manager

Comes with a 14 day free trial:

Available in Professional Edition as an extra cost add on (contact your Salesforce rep)
  • Workflow
  • API
  • Custom Profiles / Page Layouts
  • Offline Access

Please do go through the below URLs:

Please do let me know if it helps you.

Pritam ShekhawatPritam Shekhawat
From Spring 16 release and in Professional Lightning Edition it will support the workflow rule.  Take a look here for more information
Jon ReppJon Repp
This only applies to Service Cloud, not Sales Cloud.