Hello,
I have a unique situation (I think) and I am hoping to get some opinions about the best way to proceed. I work in social services and we have some group homes for youth in state custody. We have direct care staff who are required to fill out certain paperwork on his/her shift.
We are trying to move as much as possible to Salesforce and get away from all the paper and forms. So, some of the paperwork and logs that the staff have to fill out on their shifts we have moved to Salesforce. There are certain things that need to be completed daily but the shifts and staff will change and rotate quite a bit.
Is there any way to create an alert when a record is NOT created within a certain time frame? We have a user profile in Salesforce for the direct care staff so although it would be difficult for it to trigger to alert a certain staff member that something hasn't been submitted, we could alert the direct care staff in general.
Please let me know your ideas! I realize this is a pretty non-specific question but just hoping to brainstorm.
Thanks!
2 risposte
Blair,
If the records that need to be created are child records of another object, you might be able to use roll-up summary fields to help. You can create a roll-up field to count the number of child records on the parent record, and have a workflow fire off the parent if that count hasn't increased that day for example.
You could also use a cross object workflow to populate the parent record with a date when a child record is created. Then use that date to kick off a time based workflow to send an email or create a task.
https://help.salesforce.com/apex/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en
Another option is to create reports that show you whether a record was created that day or not. Reporting gives you the full picture but isn't active like a workflow, someone still needs to look at the report and act on it but it requires a lot less configuration.
