Configuring workflow rules

You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of the following:

• Criteria that cause the Salesforce CRM application to trigger the workflow rule

• Actions that execute immediately when a record matches the criteria

• Time-dependent actions that the Salesforce CRM application processes when a record matches the criteria, and executes according to the specified time triggers

The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:

Rules	Actions	Users
Object	Criteria	E-mail alerts	Immediate	People
			Time-dependent
		Tasks	Immediate
			Time-dependent
		Field updates	Immediate	System
			Time-dependent
		Outbound messages	Immediate
			Time-dependent
Example workflow rule
Opportunity	Whenever an opportunity record is updated	E-mail Alert	Immediate	Account Owner

Tip

Create workflow actions ahead of workflow rules. Create actions and any...