You are here:
Workflow Rules
Workflow rules are a legacy automation feature that let you define conditions and actions for records in your org. Support ended on December 31, 2025. Use Flow Builder for new automations and migrate existing rules as needed.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
After December 31, 2025, existing workflow rules continue to run, and you can activate, deactivate, and edit them; however we recommend using Flow Builder. To migrate existing workflow rules, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
For example: If it’s raining, then bring an umbrella.
Workflow rules can be broken into two main components.
- Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.
- Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.
In the raining example, the criterion is “it’s raining” and the action is “bring an umbrella.” If the criterion isn’t met (“it isn’t raining”), then the action doesn't run (“you don’t bring an umbrella”).
When a record meets all the criteria for a workflow rule, that rule’s actions run. Familiarize yourself with the automated actions that are available for workflow.
- Create a Workflow Rule
Automate your organization’s standard process by creating a workflow rule. - Workflow Limits
Salesforce limits the number of total and active rules in your org, the number of time triggers and actions per rule. It also processes a limited number of daily emails and hourly time triggers. - Workflow Considerations
Learn the intricacies of workflow rules and workflow actions before you begin working with them. - Workflow Rule Examples
Looking for ideas on how workflow rules can help streamline your business? Check out these examples. - Monitor Pending Workflow Actions
When a workflow rule that has time-dependent actions is triggered, use the workflow queue to view pending actions and cancel them if necessary. - Workflow Terminology
These terms are used when describing workflow features and functionality.
