Workflow Rules and Workflow Actions

Workflow Overview

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What are the two main parts of WF?

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A. B. C. D.

B.

The two main parts of Workflow (WF) are Rules and Actions.

Rules are the criteria that are used to trigger the workflow. These criteria can be based on the values of any standard or custom object field or a combination of fields. Rules can also be based on time triggers, which can be set to occur at a specific date and time or at a recurring interval.

Actions are the tasks that are performed by the workflow when the rule criteria are met. There are several types of actions available in WF, including email alerts, field updates, tasks, outbound messages, and flow triggers. Email alerts can be used to send email notifications to users or external email addresses when a specific event occurs. Field updates allow the workflow to automatically update the value of a field on the record that triggered the workflow. Tasks can be created and assigned to users or queues to remind them to complete a specific task.

In summary, rules define the criteria that must be met for the workflow to trigger, and actions specify what tasks should be performed when the criteria are met. This combination of rules and actions allows for the automation of routine tasks, which can improve productivity and efficiency for Salesforce administrators.