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Automate Your Business Processes
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            Workflow Rules

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            3. Automate Your Business Processes

            Workflow Rules

            Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            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.

            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.

            See Also

             
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