Create a Workflow Rule
- Set the Criteria for Your Workflow RuleGet started with creating a new workflow rule by selecting the object the rule relates to and configuring its criteria.
- Add Automated Actions to Your Workflow RuleOnce you’ve set the criteria for your workflow rule, identify what to do when that criteria are met.
- Identify Your Salesforce Org’s Default Workflow UserSelect a Default Workflow User that you want Salesforce to displaywith a workflow rule when the user that triggered the rule is not active.
- Activate Your Workflow RuleSalesforce doesn't trigger a workflowrule until you activate it.