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What do you understand by workflow in Salesforce?

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  • Workflow in Salesforce allows you to automate standard internal procedures and processes for saving time across your organization. It helps to evaluate records as they are created or updated and determines if an automated action needs to occur.
  • Automation functions in Salesforce include the functions such as sending follow-up emails, tracking the customer map journey, performing other marketing activities to boost the sales of the company, etc.
  • A workflow rule is a major container for a set of workflow instructions. These instructions are usually summed up in an if/then statement. Workflow rules are divided into two main components. They are:
    • Criteria: The “if” part of the “if/then” statement i.e., what must be true of the record for the workflow rule to execute the related actions.
    • Actions: The “then” part of the “if/then” statement i.e., what to do when the record meets the criteria.
  • Consider an example for a workflow, “if it is raining, then bring an umbrella”. In this example, the criteria are “it is raining” and the action is “bring an umbrella”. If the criteria aren’t met, then the action isn’t executed. The workflow rule’s actions are executed only when a record meets all the criteria of a workflow rule.

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