Define a workflow rule in Salesforce.

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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.

Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.

In Salesforce, a Record Type is a way to offer different business processes, picklist values, and page layouts to different users based on their roles or needs.

In Salesforce, a Workflow Rule is an automation tool that automatically triggers actions when certain conditions are met in a record. It helps streamline business processes by reducing manual tasks.

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🔹 Key Components of a Workflow Rule

1. Object

   • The Salesforce object (standard or custom) the workflow applies to, e.g., Opportunity or Case.

2. Criteria / Condition

   • Specifies when the workflow should run.

   • Example: “When Opportunity Stage equals ‘Closed Won’.”

3. Actions

   • Tasks executed automatically when criteria are met. Types include:

     • Field Update: Automatically change the value of a field.

     • Email Alert: Send notification emails.

     • Task Creation: Create a follow-up task.

     • Outbound Message: Send data to external systems.

4. Evaluation Criteria

   • Determines when to evaluate the rule:

     • Created records

     • Created and every time edited

     • Created and first time edited to meet criteria

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🔹 Example

• Object: Opportunity

• Criteria: Stage = “Closed Won”

• Action: Send email to sales manager notifying of the deal closure

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✅ In short:
A workflow rule in Salesforce is a way to automate business processes by defining conditions that trigger specific actions, helping reduce manual work and improve efficiency.

I can also create a diagram showing how a workflow rule triggers actions in Salesforce—it’s very visual and easy to understand. Do you want me to make it?

Read More

What is a Salesforce object?

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