After you’ve set the criteria for your workflow rule, identify what to do when that
criteria are met.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
User Permissions
Needed
To create or change workflow rules and actions:
Customize Application
Important Support and updates for Workflow Rules have ended as
of December 31, 2025. This means that support won't be provided for any workflow rules and
bugs in the Workflow Rules product won't be fixed. See Workflow Rules & Process Builder End of Support.
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.
Add a Time-Dependent Action to Your Workflow Rule Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule reevaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.
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