When are WF rules evaluated?

When are workflow rules evaluated?

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When are WF rules evaluated?

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Workflow rules (WF) are evaluated when a record is created, edited or when a record meets the criteria specified in the WF rule criteria.

When a user creates or edits a record that meets the criteria specified in a WF rule, Salesforce evaluates the record and checks if it meets the rule's criteria. If the record meets the criteria, then Salesforce initiates the workflow rule and executes the actions defined in the rule.

The actions in the WF rule could include tasks, email alerts, field updates, outbound messages, or any other action that is supported by Salesforce. The actions are executed in the order specified in the rule, and they can be immediate or time-dependent.

It is important to note that WF rules are not evaluated when a record is deleted or cloned. If a user deletes a record, any associated workflow rules will not be evaluated, and the actions defined in the rule will not be executed. Similarly, if a record is cloned, the workflow rules associated with the original record will not be evaluated for the new cloned record.

In summary, WF rules are evaluated when a record is created, edited, or meets the criteria specified in the WF rule. They are not evaluated when a record is deleted or cloned.