Configuring workflow rules makes it easier to manage sales, marketing or support related activities by automating the entire process. While configuring workflows, you define a specific set of conditions based on which either a rule is applied or its not applied on the records. Most certainly, before configuring a rule you will have a vague idea about the number of records that can satisfy the criteria you have mentioned. But in order to get concrete insight on the rule’s performance, you should know the number of records that pass through each of these configuration levels to decide if the execution criteria works effectively. 

The workflow usage report is designed to give you record counts at each configuration stage in a workflow rule. For example, you can view the number of records that qualify a particular trigger, the total number of records that satisfy a given condition, record count for an instant or scheduled actions. 

Consider that you have configured a rule to ‘send email’ to all the prospects who have recently attended a conference. The rule is triggered and the emails are sent  but you have no idea about the number of emails that were sent , whether any emails bounced, etc. With workflow reports you can see the exact number of emails that were sent, unsent, bounced, unopened, clicked, etc.  For the emails that were bounced, you can also click on them to find which record it belongs to and retry sending to an alternate email address or rectify the existing one before sending.  Continue reading

About Growthline Partners

Growthline Partners specializes in assisting B2B companies implement the automated process and technology that frees up sales reps to invest their time and energy into other business development priorities, while efficiently tracking a lead’s level of engagement. For over 10 years Growthline Partners has assisted companies design, customize and implement their technology platforms and stacks based on Zoho or Salesforce software to turn them into high performance platforms that support their revenue acceleration and customer service strategies and initiatives.

About the Author

William Pickett is the Managing Director at Growthline Partners. He is a veteran of the technology and consulting industry and has held senior technology and management positions including Group Manager at AT&T Government Solutions and Senior Manager at Cap Gemini Ernst & Young. William has extensive knowledge of Salesforce & Zoho software and experience working with the financial, manufacturing and non-profit sectors.