Configuring workflow rules

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

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

• Immediate actions that execute 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 associated e-mail templates...