Processes, auto-response rules, validation rules, assignment rules, and workflow rules

Join the Getting Started Community: Ask questions. Get answers. Share experiences.

Create a workflow rule - Get step-by-step help on setting up a workflow rule and be aware of the Workflow Limits.

Time triggers and time-dependent considerations - Learn how to create a time-based rule.

For more specific content on workflow rule migration on Trailhead, please review Workflow Rule Migration.

Process Builder limits and considerations - Before you get started with processes, make sure you understand the limits and considerations. You may also find videos on YouTube. 

Want even more information? If you've got a real thirst for knowledge, the Salesforce Trailhead will be what you're looking for. These in-depth resources let you pick your level and can be done on your own time.

To help you determine which automation to use, you may check out this video!

See also
Validation Rules
Set up Assignment Rules
Set Up Auto-Response Rules
Tips for Working with Picklist and Multi-Select Picklist Formula Fields
Time triggers and time-dependent considerations