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.
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.
Time-dependent actions and time triggers are complex features. As you work with
time-dependent actions and time triggers, keep in mind their considerations.
If you plan on configuring workflow rules that have time-dependent actions, specify a default
workflow user. Salesforce associates the default workflow user with a workflow rule if the user
who initiated the rule is no longer active.
Open a workflow rule.
In the Time-Dependent Workflow Actions section, click Add Time
Trigger.
Note You can’t add a time trigger if:
The evaluation criteria is set to Evaluate the rule when a record is: created,
and every time it's edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
Specify a number of days or hours before or after a date that’s relevant to the record,
such as the date the record was created.
If the workflow rule is still active and valid when this time occurs, the time trigger
fires the workflow action.
Save your time trigger.
In the section for the time trigger you created, click Add Workflow
Action.
Select one of the options to create an action or select an existing one.
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