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.
