Workflow Streamlining

Creating a Workflow Rule

1.Set the Criteria for Your Workflow Rule

Get started with creating a new workflow rule by selecting the object the rule relates to and configuring its criteria.

2.Add Automated Actions to Your Workflow Rule

Once you’ve set the criteria for your workflow rule, identify what to do when that criteria are met.

3.Identify Your Salesforce Org’s Default Workflow User

Select a Default Workflow User that you want Salesforce to display with a workflow rule when the user that triggered the rule is not active

4.Activate Your Workflow Rule

Salesforce doesn’t trigger a workflow rule until you activate it.