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