Will WF evaluate rules retroactively?
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A. B.B.
When a WF is created, SF will only evaluate the rule for records created / edited from that moment forward, it will not evaluate workflow rules retroactively.
That's tasks/emails will not be created for existing records in the DB that already meet the criteria necessary for the rule to trigger.
Workflow rules can be used in Salesforce to automate certain business processes. Workflow rules evaluate records that meet the criteria specified in the rule and then perform automated actions, such as sending an email or updating a field on the record.
When it comes to evaluating records, workflow rules can be set to evaluate new records only, or both new and existing records. This is known as the "Evaluation Criteria" for the workflow rule.
If the Evaluation Criteria for a workflow rule is set to "created, and every time it's edited", then the rule will be evaluated both for new records and any existing records that are edited and meet the rule criteria. This means that the rule will be applied retroactively to existing records that meet the rule criteria.
So the answer to the question "Will WF evaluate rules retroactively?" depends on the Evaluation Criteria set for the rule. If the Evaluation Criteria is set to include existing records, then the workflow rule will evaluate retroactively. If the Evaluation Criteria is set to new records only, then the rule will not be evaluated retroactively.
In summary, the answer to the question cannot be answered with a simple "Yes" or "No", as it depends on the specific configuration of the Workflow Rule in question.