Workflow Rules: Trigger Criteria for Record Creation and Saving | Salesforce Exam ADX-201

When to Trigger Workflow Rules: Record Creation and Saving

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Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria:

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The statement "Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria" is true.

Workflow rules are a set of automated processes that are used to perform standard tasks based on certain criteria or rules. These tasks can include sending email alerts, updating fields, creating tasks, and sending outbound messages. When the rule criteria are met, the workflow rule is triggered and the associated actions are executed.

There are two types of triggers that can cause a workflow rule to be executed:

  1. When a record is created
  2. When a record is edited and meets the rule criteria

When a record is created, the workflow rule is triggered immediately. When a record is edited, the workflow rule is only triggered if the edits to the record meet the rule criteria.

Workflow rules can be set up to evaluate the rule criteria either every time a record is created or edited, or only when certain conditions are met (such as when specific fields are updated). This allows for a great deal of flexibility and customization in workflow rule design.

It is important to note that workflow rules are only triggered for the object they are created on. If you want to apply the same rule to multiple objects, you will need to create a separate workflow rule for each object.

In summary, workflow rules can be triggered any time a record is saved or created, depending on the rule criteria. They can be set up to evaluate the criteria either every time a record is created or edited, or only when certain conditions are met.