Workflows
Often, our application needs the ability to send e-mail alerts, create and assign tasks on creation and modification of records, or update some of the fields depending on user input.
A common life business scenario could be that on the closure of a case (more specifically, when the status of the Case field changes to the value closed), I would like to assign a task to a service rep to inform the customer that their case has been closed and also send an e-mail to the contact (customer) that their case has been resolved.
To achieve all these functionalities, Salesforce has provided us with a toolset named workflows.
To start building a workflow, navigate to Setup | Create | Workflow & Approvals | Workflow Rules, as shown in the following ...
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