Salesforce Workflow Rules

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What is the workflow rules?

Automation: Certain steps are defined and the system follows those step to execute the solution for the problem.

Workflow Rules are the automated process to send E-mails Alerts, Field Update, Outbound Message, Existing Action on trigger criteria based requirements.

How to create workflow rules?

1. Go to Setup.
2. Search for workflow in Quick Find/Search box and then clicks on Workflow Rules.



3. Clicks on New Rule button.




 4. Select an object which you want this workflow rule to apply and then clicks on the Next button.



5. Enter a Rule Name.
6. Enter a Description for the rule.
7. Select the evaluation criteria.
  • created: Evaluate the rule criteria each time a record is created. With this option, the rule never runs more than once per record.
  • created, and every time it's edited: Evaluate the rule criteria each time a record is created or updated. With this option, the rules repeatedly run every time a record is edited, as long as the record meets the rule criteria.
  • created, and every time it's edited to subsequently meet criteria:  Evaluate the rule criteria each time a record is created or updated.
8. Enter your Rule Criteria.
  • criteria are met: Select the filter criteria that a record must meet to trigger the rule. 
  • formula evaluates to true: Enter a formula that returns a value of 'True' or 'False'.
9. Clicks on Save & Next button. 



10. Add workflow action.

  • New Task: Create a task to associate with one or more workflow rules, approval processes, or entitlement processes. Tasks are the templates that workflow rules use when automatically assigning tasks to users.
  • New Email Alert: Create an Email alert to send a message to users.
  • New Field Update: Field updates allow you to automatically change a field value to one that you specify. Field updates are actions associated with workflow rules and approval processes.
  • New Outbound Message: Outbound Messages are SOAP transactions that Salesforce automatically sends to external systems when triggered.
  • Select Existing Action: Select Existing Action to select an existing action to associate with the rule.

11. Clicks on Add Time Trigger- Specify a number of days or hours before or after a date relevant to the record, such as the date the record was created or modified.




12. Clicks on Save button.
13. Then Clicks on Done button.


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