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Salesforce CRM: The Definitive Admin Handbook - Second Edition by Paul Goodey

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Configuring workflow rules

You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of:

  • Criteria that cause the Salesforce CRM application to trigger the workflow rule
  • Immediate actions that execute 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

Outbound messages

Immediate

Time-dependent ...

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