Workflow Rules

Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

or example: If it’s raining, then bring an umbrella.

Workflow rules can be broken into two main components.

• Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.
• Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.

In the raining example, the criteria is “it’s raining” and the action is “bring an umbrella”. If the criteria isn’t met (it isn’t raining), then the action isn’t executed (you don’t bring an umbrella).