When is a workflow rule triggered?
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A. B. C. D.D.
A workflow rule is a tool used in Salesforce to automate standard internal procedures and increase productivity. It is triggered by a specified criterion and performs a specific action, such as sending an email, updating a field, or creating a task. The workflow rule is activated when a record meets the rule criteria, and the actions are performed immediately.
Out of the options given, the correct answer to the question "When is a workflow rule triggered?" is D. When it is edited to meet the rule trigger criteria.
When a record is created or edited, Salesforce evaluates the workflow rules to determine whether any actions need to be taken. The rule criteria determine when a workflow rule should be triggered. For example, if a workflow rule is set to fire when the Opportunity stage changes to "Closed Won," then the rule will only trigger when that specific criteria are met.
In addition to the rule criteria, administrators can set additional criteria for when the workflow rule should run, such as only running during business hours or only running for specific users or profiles. This allows for greater flexibility and control over workflow rule behavior.
To summarize, a workflow rule is triggered when a record is edited to meet the rule trigger criteria. This enables automated actions to be taken in response to specific changes in records, improving productivity and efficiency within the organization.