With workflowsFlows, you are able to automate the standard processes of your company. Workflows Flows consist of an object to which the workflow flow rule applies, criteria that trigger the workflow flow and the workflow flow action itself, e.g. creating a task or sending an email notification. You can discover more in
Salesforce Trailheads Build Flows with Flow Builder.
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Workflow rules will be deprecated by Salesforce |
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- Go to your User Setup.
- Open Workflow Rules under App Setup / Create / Workflow & Approvals.
- Click the New Rule button.
Select Object
The first step of creating a new workflow rule asks you to select the object the workflow rule applies to. Choose a value from the pick-list (1) and click Next (2).
Configure Workflow Rule
During the second step, you configure the workflow rule. Enter a rule name and specify when the rule is to be applied. The Evaluation Criteria defines when the rule shall be evaluated. For further information on which option to choose, click the Info button. You will then be directed to a Help Page provided by Salesforce.com.
As a next step, set rule criteria which trigger the workflow (1). Click Save & Next if you have completed the rule configuration (2).
Specify Workflow Actions
The last step consists of specifying the workflow actions taken when the rules apply.
You can choose between immediate workflow actions and time-dependent workflow actions. These require different configurations:
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Please note: For email alerts, you need an email template. Please create an appropriate email template before configuring the workflow actions.
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Due to Workflow Rules depreciation by Salesforce We are reviewing the rules and will move the relevant rules to the Flows |
Default Workflow Rules in the ADvendio Package
With the ADvendio Package, we deliver a set of Workflow Rules, which either help with ADvendio-related processes or are used as examples for how you can utilize these, to automate and support your data management. Some rules are also created, but not set to Active, if you want to use these, you will need to activate them in Setup. Here is a list of all predefined Rules and their purpose:
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