In the previous section, we looked at the various workflow actions that can be triggered by workflow rules and approval processes. We'll now describe the mechanism to configure workflow rules, which consists of criteria that causes the system to trigger the workflow rule and the method of triggering the associated actions.
The method of triggering the associated actions within workflow rules can either be immediate, when records match the specified criteria, or time-dependent, which sees the actions being executed according to the schedule that is specified.
The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:
Create workflow actions ahead of workflow rules. Create actions and any associated email templates before starting to configure workflow rules.
The following outlines the steps required to...