How to Enable Workflow Rules in Salesforce
Here is a step-by-step tutorial to enable workflow rules in Salesforce:
- Go to Setup on the top right.
- Search for Process Automation in the Quick Find.
- Click on Flows. Hit the New Flow button and choose a flow type (e.g., record-triggered).
- Use the Flow Builder to visually design your automation.
- Choose the Object that triggers the workflow.
- Configure the trigger based on the available options. (Eg. When a record is created)
- Next, enter the Condition Requirements. (Eg. When conditions are met.)
- Add the rest of the Entry Conditions.
- Save the flow and Activate it.
Note: While workflow rules are available, Salesforce recommends Flows for new automations due to their increased flexibility.
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