After you’ve set the criteria for your workflow rule, identify what to do when that criteria are met.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create or change workflow rules and actions: | Customize Application |
Important Support and updates for Workflow Rules have ended as
of December 31, 2025. This means that support won't be provided for any workflow rules and
bugs in the Workflow Rules product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing workflow rules continue to run, and you can activate, deactivate, and edit them; however we recommend using Flow Builder. To migrate existing workflow rules, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
- Add an Immediate Action to Your Workflow Rule
Immediate actions, like their name suggests, are executed as soon as the workflow rule finishes evaluating the record. - Add a Time-Dependent Action to Your Workflow Rule
Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule reevaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.