How to add Workflow rule in Salesforce

Source: Internet
Author: User

In Salesforce, you can add workflow rule to perform specific actions, such as saying that when a field of object changes, the other field is modified according to the value of the change, and the function of trigger is very similar. However, trigger needs to encode the logic needed to complete the code, while the Acton specified by workflow rule is more out-of-box-biased.

What if you create a workflow rule? Please see the following simple procedure

1): The corresponding location can be found in the setup--> build--> Create--> Workflow & Approvals-->. From the screenshot below we can see that the created workflow rule needs to specify the corresponding action, and the action provided here is divided into 4 kinds: tasks,email Alerts,field updates,outbound Messages. So workflow rule is a condition limit, and action is the real action to be performed.

2): Click on the Continue button above, will show the following interface, listed all the workflow rule, of course, you can operate on the existing workflow rule, but here does not do a detailed description, we click New Rule button to create a new workflow rule.

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