Immediate actions, like their name suggests,
are executed as soon as the workflow rule finishes evaluating the record.
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.
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