Salesforce Platform Developer I Certification Guide

Workflow rules

Let's summarize what we already know about workflow rules from Chapter 1, Salesforce Fundamentals:

• They let you automate standard internal procedures and processes to save your end users time, such as creating a follow-up task in the background instead of having your end user create a task manually each time something specific happens or update a field to another value depending on other values that might have changed
• A workflow rule is the main container for a set of actions/instructions that need to be performed
• It is set on one object at a time
• It is triggered when an event happens (such as when a record is created or when a record changes)
• It automatically performs the actions defined

To create a workflow rule, perform ...