How to trigger a workflow with single and multiple conditions

With some knowledge of the basics, it is only by creating your first few workflows that you will start to master them. So, let's start with a simple example. We will create a workflow rule that will create a task, with a reminder and an email notification for a user to follow up when a new lead is created via the website. Proceed as follows:

1. From the Home page in CRM, access the setup by clicking on the following icon:

   Figure 6.1 – Setup icon

2. Within the Automation menu, click on Workflow Rules.
3. Click on the + Create Rule button.
4. Now, select a Module, then add a Rule Name and Description, as shown in the following screenshot. Then, click Next:

   Figure 6.2 – Defining a new workflow rule

5. In this example, we will select the On a record action trigger and then select the Create option, as illustrated in the following screenshot:

Figure 6.3 – Triggering a...