What is a workflow rule?

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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 helps you automatically perform actions when certain conditions are met in a record. It’s used to streamline repetitive business processes without manual intervention.

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🔑 Key Components of a Workflow Rule:

1. Rule Criteria

   • Defines the condition that triggers the workflow.

   • Example: “If Opportunity Stage equals Closed Won.”

2. Actions

   • Tasks performed automatically when the criteria are met.

   • Types of actions:

     • Immediate Actions: Triggered right away (e.g., send email, update field).

     • Time-Dependent Actions: Triggered after a specified time (e.g., send reminder 3 days later).

3. Evaluation Criteria

   • Determines when the rule is evaluated:

     • Only when a record is created

     • Every time a record is created or edited

     • Only when a record is created or edited to meet the criteria

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🔹 Example:

Use Case: Send a thank-you email when a new Opportunity is marked as Closed Won.

• Rule Criteria: Opportunity Stage = Closed Won

• Action: Send email to the customer immediately

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✅ In short:
A Workflow Rule in Salesforce automates actions based on specific conditions, reducing manual work and ensuring business processes are followed consistently.

I can also explain how Workflow Rules differ from Process Builder and Flows, which are newer automation tools in Salesforce. Do you want me to do that?

Read More

What is a record type in Salesforce?

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