Automate Updates with Workflow Rules in Salesforce to Salesforce
- Create a workflow rule with specific criteria.Evaluation criteria: Evaluate the rule when a record is: created, andevery time it’s editedRun the rule when criteria are met.Rule criteria: “Lead: Last Modified By equals Connection User”.
- Evaluation criteria: Evaluate the rule when a record is: created, andevery time it’s edited
- Run the rule when criteria are met.
- Rule criteria: “Lead: Last Modified By equals Connection User”.
- Add a workflow task.