Chapter 9: Configuring Workflow

You can use workflow automation features to improve the speed and efficiency of your business processes. Automation has two elements. Workflow rules monitor records for specific changes. Actions send an e-mail, create a task, update a field, or connect to an outside system when a record is updated or created and a rule is triggered. Automation can add significant intelligence to your instance of Salesforce.

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Using Workflow Rules

Create a Workflow Rule

Create a Workflow Field Update

Add a Field Update to a Rule

Create a Workflow Task

Link a Task to a Rule

Create an E-mail Alert

Add an E-mail Alert to a Rule

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