Salesforce | Apply Workflow on existing records as well

Author - Kiran Preet
20.07.2017
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0 Comments
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I have created a new workflow with criteria “Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria”. It includes all the newly created records which fulfil the criteria. But I want to include all the old records which are already existing in the system as well.

Solution: To resolve this problem, follow the below steps:

1. Make a new checkbox field “Reevaluate Triggers Workflow” and set its default value to false.
2. Create a workflow.
3. Set evaluation criteria “Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria”.
4. Set Rule criteria as “Reevaluate Triggers Workflow” to true.
5. Export all the records with id and “Reevaluate Triggers Workflow” field value.
6. In exported csv change the value of “Reevaluate Triggers Workflow” field as true to all the records.
7. Mass update all the records. This will ensure workflow executes for older records also.

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