Hello friends, In this tutorial, we are going to learn about Workflow rule in Salesforce. It’s an automation tool that used to send email, update fields of sObject, create a task and send an outbound message. Here are I describe every action in detail. So let’s begin,

After completing this tutorial you’ll able to understand:
  • What is a Workflow Rule?
  • Which action we can perform with Workflow?

What is a Workflow Rule?

Workflow rule is a better way to automate certain business processes. In Workflow rule you can create rules on based on criteria. Workflow can do a number of things like sending an email, update fields, create a task, and send outbound messages.
            In simple words, Workflow rule is business logic that evaluates records when they are created and updated.


Which action we can perform with Workflow?

Following actions that we perform through Workflow rule:

1. Email Alerts: Used to send an email to one or more recipients.

2. Field Updates: Used for update the value of a field on a record.

3. Tasks: It assigns a task to a user, role, or record owner.

4. Outbound Messages: This action sends a secure, configurable API message in XML format to a designated listener.  
Things that we need for creating a Workflow rule

There are two things that we need to create a Workflow rule in Salesforce, They are:
  1. Evaluation criteria that cause that rule to run.
  2. One or more actions that execute when a record matches the criteria.

Predefined Workflow rules

There are three predefined rule in Salesforce for Workflow,

1. Created: This rule only checks if the rule applies when the records are created, which means it will ignore the update of records.

2. Created, and every time it’s edited: This rule will run when the record is created and also run every single time when the record in edited from any reason.

3. Created, and every time it’s edited to subsequently meet criteria: Evaluate rule criteria each time a record is created or edited. For the new record if a criterion is met run the rule or for an updated record, run-rule only of the record is changed from not meeting the rule criteria to meeting the rule criteria.

For example, An opportunity record to meet the rule criteria, the opportunity probability must be greater than 50%. When you create an opportunity with a probability of 75%, the workflow rule runs. If you edit that opportunity and change the probability to 25%, the edit doesn't cause the rule to run. Again you edit that opportunity by changing the probability from 25% to 75%, the edit causes the rule to run. With this last edit, the rule runs, because the record is changed from not meeting the rule criteria to meeting the rule criteria.


 See also:

Conclusion:
Hope you like this tutorial, if you have any question or suggestion, Fell free to comment.
Thank you.