{"id":228,"date":"2022-03-10T05:00:00","date_gmt":"2022-03-10T05:00:00","guid":{"rendered":""},"modified":"2023-07-03T12:48:42","modified_gmt":"2023-07-03T07:18:42","slug":"workflow-rule-in-salesforce","status":"publish","type":"post","link":"https:\/\/swapnilzambare.com\/blog\/workflow-rule-in-salesforce\/","title":{"rendered":"Workflow Rule in Salesforce"},"content":{"rendered":"
<\/div>\n

Workflow Rule in Salesforce<\/u><\/b>:<\/i> <\/span> <\/span><\/p>\n

Workflow rules is an automation tool in Salesforce that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures.<\/p>\n

Workflow in Salesforce is basically a container or business logic engine which automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will get executed.<\/p>\n

Components of Workflow in Salesforce:<\/u><\/b><\/p>\n

Workflow rules in Salesforce can be broken down into two main components:<\/p>\n

    \n
  1. Criteria<\/b>:
    \nCriteria are conditions you are supposed to put in order to test a record. For example, if you\u2019re from a technical background, what the if statement does in an if\/then the condition is what criteria mean in a workflow.<\/li>\n
  2. Actions<\/b>:
    \nActions occur after a record meets the criteria. Again, what the then statement does in the if\/then the condition is what an action means in the workflow.<\/li>\n<\/ol>\n

    Types of actions present in a workflow in Salesforce:<\/u><\/b><\/p>\n