Workflows

Workflows is a set of actions done when a criteria is met. E.g. sending email alert manager when employee creates new opportunity. Workflows are important part of process automation.
1. Search for workflow in quick find box and go to workflow and approvals => workflow rules.
2. Click on New Rule.
3. Select object name which this rules applies to.
4. In step 2 define rule name, situation when this rule fires, and rule criteria i.e. set of conditions.
5. Step 3: add workflow action. A workflow action could be
  • New task
  • Email alert
  • Field update.
  • Outbound message
  • Or any other action you can select from existing actions list.
6. In last step define details for what you have selected in previous step e.g. if it is an email alert then define email details.

Complete example:
Suppose you create a workflow so that when a new opportunity is created or edited, system should automatically inform the manager that opportunity has been created / updated etc.

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