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Associate Actions with Workflow Rules or Approval Processes
Associate actions that have already been created in your organization with a workflow rule and approval processes.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To select existing 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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To associate existing workflow actions with a workflow rule:
- From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
- Select the workflow rule.
- Click Edit in the Workflow Actions section.
- Click Add Workflow Action in either the Immediate Workflow Actions or Time-Dependent Actions section, depending on when you want the action to occur, and choose Select Existing Action.
- Select the type of action to associate with the workflow rule.
- Select the actions in the Available Actions box and use the right arrow to move them to the Selected Actions box. If necessary, select the left arrow to remove actions from the Available Actions box.
- Save your changes.
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To associate existing workflow actions with an approval process:
- From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
- Click the name of an approval process.
- To have the action occur during the initial submission, final approval, final rejection , or recall, click Add Existing in the Initial Submission Actions, Final Approval Actions, Final Rejection Actions, or Recall Actions section.
- To have the action occur during the approval steps, click Show Actions in the Approval Steps section, then click Add Existing in the Approval, Rejection, or Recall Actions section. See Add an Existing Automated Action to Your Approval Process
- Select the type of action you want to associate with the approval process. The Available Actions box lists all existing actions of the selected type.
- Enter the name of a specific action in the text field and click Find.
- Select the actions in the Available Actions box that you want to associate with the approval process, and use the right arrow to move the actions to the Selected Actions box. If necessary, select the left arrow to remove actions from the Available Actions box.
- Save your changes.
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