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Automate Your Business Processes
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            Create a Workflow Rule

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            3. Automate Your Business Processes

            Create a Workflow Rule

            Automate your organization’s standard process by creating a workflow rule.

            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
            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.

            Watch a Demo: Watch Video Demo Creating a Workflow Rule (Salesforce Classic)

            1. Set the Criteria for Your Workflow Rule
              Get started with creating a workflow rule by selecting the object the rule relates to and configuring its criteria.
            2. Add Automated Actions to Your Workflow Rule
              After you’ve set the criteria for your workflow rule, identify what to do when that criteria are met.
            3. 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.
            4. Activate Your Workflow Rule
              Salesforce doesn’t trigger a workflow rule until you activate it.
            5. Launch a Flow from a Workflow Action
              Create a flow trigger workflow action to launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.

            See Also

             
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