{"id":74869,"date":"2017-04-06T11:06:54","date_gmt":"2017-04-06T11:06:54","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=74869"},"modified":"2017-04-06T12:54:33","modified_gmt":"2017-04-06T12:54:33","slug":"workflow-approvals-salesforce","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/workflow-approvals-salesforce\/","title":{"rendered":"Workflow & Approvals in Salesforce"},"content":{"rendered":"

S<\/strong>alesforce provides multiple tools to automate your organization\u2019s repetitive business processes: Approvals, Process Builder, Workflow, and Visual Workflow.<\/p>\n

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Workflow Rule<\/h3>\n<\/div>\n<\/div>\n
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W<\/strong>orkflow lets you automate standard internal procedures and processes to save time across your org.\u00a0Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization’s standard processes. Instead of doing this work manually, you can configure workflow rules to do it automatically.<\/p>\n

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Workflow rules can be broken into two main components.<\/p>\n

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  1. Criteria: the \u201cif\u201d part of the \u201cif\/then\u201d statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.<\/li>\n
  2. Actions: the \u201cthen\u201d part of the \u201cif\/then\u201d statement. In other words, what to do when the record meets the criteria.<\/li>\n<\/ol>\n<\/div>\n

    To set the criteria for a workflow rule, you configure:<\/p>\n