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How to Enable Workflow Rules in Salesforce

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Here is a step-by-step tutorial to enable workflow rules in Salesforce:

  1. Go to Setup on the top right.
  2. Search for Process Automation in the Quick Find.
  3. Click on Flows. Hit the New Flow button and choose a flow type (e.g., record-triggered).
  4. Use the Flow Builder to visually design your automation.
  5. Choose the Object that triggers the workflow.
  6. Configure the trigger based on the available options. (Eg. When a record is created)
  7. Next, enter the Condition Requirements. (Eg. When conditions are met.)
  8. Add the rest of the Entry Conditions.
  9. Save the flow and Activate it.

Note: While workflow rules are available, Salesforce recommends Flows for new automations due to their increased flexibility.

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Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
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