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Identify Your Salesforce Org’s Default Workflow User
Select a Default Workflow User that you want Salesforce to display with a workflow rule when the user that triggered the rule isn’t active.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To edit process automation settings: | Customize Application |
| To create, update, and delete flow list views: | Manage Flow |
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.
If your organization uses time-dependent actions in workflow rules, you must designate a default workflow user. When the user who triggered the rule isn’t active, Salesforce displays the username of the default workflow user in the Created By field for tasks, the Sending User field for email, and the Last Modified By field for field updates. Salesforce doesn’t display this username for outbound messages. If a problem occurs with a pending action, the default workflow user receives an email notification.
When workflow email alerts approach or exceed certain limits, Salesforce sends a warning email to the default workflow user or—if the default workflow user isn't set—to an active Salesforce admin.
- From Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings.
- For Default Workflow User, select a user.
- Save your changes.
