Configuring workflow rules
You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of the following:
- Criteria that cause the Salesforce CRM application to trigger the workflow rule
- Actions that execute immediately when a record matches the criteria
- Time-dependent actions that the Salesforce CRM application processes when a record matches the criteria, and executes according to the specified time triggers
The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:
|
Rules |
Actions |
Users | ||
|
Object |
Criteria |
E-mail alerts |
Immediate |
People |
|
Time-dependent | ||||
|
Tasks |
Immediate | |||
|
Time-dependent | ||||
|
Field updates |
Immediate |
System | ||
|
Time-dependent |
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