Going Through a Sample Workflow Rule
Again, go to Settings > Workflow Rules > Create Rule (or select existing)
Things to consider:
- think carefully about how you want to trigger the rule (via record creation, field updates, etc.)
- conditions are a way to filter out different scenarios for which you want to trigger the rule
- Use the “+/-” buttons to add or delete conditions
- you can automate emails, task creation, field updates, and more
- automations can be triggered immediately or be scheduled to run later
The possibilities for customization and time-saving are endless! Just think through it carefully to ensure it’s carrying out exactly what you need it to do.
