Salesforce Terminology
Workflow Rule
An automated process that triggers actions based on specific criteria being met.
Complete Definition
Workflow Rules in Salesforce are automated processes that evaluate records as they are created or updated. When criteria are met, the workflow can trigger actions like field updates, email alerts, tasks, or outbound messages. While still widely used, Salesforce now recommends using Flow for new automation as it offers more capabilities.
Key Points
- 1Evaluation based on record criteria
- 2Four action types: field update, email, task, outbound message
- 3Time-based actions for delayed execution
- 4Being replaced by Flow in modern implementations
Related Terms
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