Building workflow rules

If you are on your path to become an advanced administrator, I assume you are already familiar workflows.

As a quick reminder, workflows are the oldest tool available on the Salesforce platform to run automations in an organization.

This feature is a so-called if/then statement tool, which means that if a condition is evaluated, then an action is performed, just like programmers code every day; for example, if an opportunity has an amount greater then $10 million, then send an email to the CEO, or if a case is not closed within two days, then set the Priority field to High—we could make list of examples.

As an example, a statement can be if a new lead is created, then a task has to be assigned to the record owner to ...

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