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JanTo automate business processes, one can create a workflow in Salesforce. A number of rules can be created for certain processes like sending an email, for task creation, field update, and blog posting. Salesforce rules can be useful for various tasks that may include sending a reminder or follow up prospects that can help in setting up the accurate sales projections and reports that can be used by upper-level executives.
Salesforce provides the feature to create workflow rules Salesforce and program tasks that may include simple drop-down menus and flowcharts. In this blog, we will discuss what is the workflow in salesforce, its rules and the process that is followed to create these rules.
What is the workflow in Salesforce? Several activities are involved in the Salesforce application that may include and involve some action that is to be triggered when the event occurs. Without any technical assistance and knowledge, the Salesforce administrator or the user can create the rules that are also known as workflows. Even the coders with minimum development experience can easily use these tools that can help them in initializing the processes.
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Salesforce workflow rules do not only involve setting up an action that is related to the activity and has to be created as and when required. These processes usually save time and effort even for high-value employees. Here we will discuss the complete process to create the workflow rules and the process that is adopted by Salesforce to create the rules. Usually, workflows have two components that can help the salespeople in getting the information about the quantity, type, and results that are expected from a scenario. These two components are listed below:
Throughout the sales cycle and workflow configurations, a salesperson will run the workflow when the criteria are met. The below-listed glossary is used with the workflow in salesforce:
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Now that we have an idea about what is workflow in Salesforce, let us dig deeper into how to create workflow rules salesforce. Workflow in Salesforce creation is a great way that can help in business process automation. With its two important components, you can create workflow for Salesforce. Below-listed steps are to be followed to create the Workflow rules:
In this way, you can add the rules for a workflow. Now you can set the workflow actions. These actions are triggered when the criterion is met. You can find the Workflow Action section on your page, now click on Edit and add workflow action, here some actions are pre-specified.
Here, we have described the ways in which the rules are created and these workflow rules salesforce can be made easily by both technical and non-technical professionals. Here, the rules can be specified by anyone and are applied as per the criterion that is specified by the rule definition.
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After creating the rule, you can activate it, there you can find the rule with the name that you have given to it on the landing page. On the left-hand side, there will be a criterion to edit, delete, or activate it. Congratulations, the workflow in Salesforce has been created successfully!
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