A workflow is a simplified version of Process Builder. They work on a simple statement: if the condition is satisfied, do something. A typical workflow is shown in the following diagram:
Library Management wants to send an e-mail reminder to any member who, seven days after taking out a book, has still not returned it. They have an e-mail template ready to send the reminder.
The following steps will illustrate how to create a workflow:
Navigate to App Setup | Create | Workflow & Approvals | Workflow Rules.
Click on New Rule to begin.
Select the object on which the workflow will be triggered and click on Next. In this example, we will select the Customer–Media object:
Give the rule a name: Send an email:
Select the Evaluation Criteria. The evaluation criteria for a workflow can be any of the following:
When a record is created or when a record is edited and did not previously meet the rule criteria: This rule triggers...