Edit existing automated actions.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view workflow rules and actions: | View Setup and Configuration |
| To create or change workflow rules and actions: | Customize Application |
- From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
- Click the name of the rule with the workflow actions you want to edit.
- Click Edit in the Workflow Actions section.
- Manage your workflow actions.
- Save your changes.