--- schema_version: "1" id: 329e9e4360820df295ac717ea7d336b41f1d2caf39df4015d8a5561079c0bda4 title: Workflow Rule Examples collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/workflow_examples.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2b883a5f571a0c102dbe2a450b25d9cd49837330e9f33ad71cf1a523b0d1eb6f description: Looking for ideas on how workflow rules can help streamline your business? Check out these examples. products: - Flow Builder - Salesforce Platform release: "264" --- # Workflow Rule Examples Looking for ideas on how workflow rules can help streamline your business? Check out these examples. ### Required Editions ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png) 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](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US). 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](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules."). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png) Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Business Processes - [Follow Up Before Contract Expires](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Follow Up when Platinum Contract Case Closes](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Assign Credit Check for New Customer](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Notify Account Owner About New, High-Priority Cases](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Set a Default Entitlement for Each New Case](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Update Shipment Status if Shipment is Delayed](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Automatically Activate New Users](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) Cross-Object Processes - [Notify Sales VP About Cases Filed for Top Accounts](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Set Default Opportunity Name](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Set Target Resolution Date for Cases](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Update Application Record when Candidate Accepts Job](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) Deal Management - [Track Closed Opportunities](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Override Default Opportunity Close Date](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Report Lost Opportunities](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Report Unassigned Leads](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Send Alert if Quote Line Item Discount Exceeds 40%](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) Notifications - [Notify Key People About Account Owner Changes](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Set Reminder for Contact Birthday](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Set Reminder for High-Value Opportunity Close Date](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) - [Notify Account Owner of Updates by Others](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5) ## Follow Up Before a Contract Expires
Object Contract
Description Email a reminder to the renewal manager 20 days before a contract’s end date.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Contract: Status equals Activated)
Immediate Actions None
Time-Dependent Actions 20 Days Before Contract: End Date—Email Alert: Email a reminder to the renewal manager to confirm whether the client wants an extension.
## Follow Up When a Platinum Contract Case Closes This example assumes that a Contract Type custom picklist is used to identify the contract level on cases and that the picklist contains the Platinum value.
Object Case
Description If the customer has a platinum contract agreement, email a feedback request to the case contact 7 days after a high-priority case has been closed.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Case: Priority equals High) and 
(Case: Closed equals True) and 
(Case: Contract Type equals Platinum)
Immediate Actions None
Time-Dependent Actions 7 Days After Case: Date/Time Closed—Email Alert: Email a feedback request to the case contact.
## Assign Credit Check for a New Customer This example assumes that a New Customer custom field is on opportunities.
Object Opportunity
Description Assign the Accounts Receivable (AR) department a task to check the credit of a potential customer 15 days before the opportunity close date if the amount is greater than $50,000.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Opportunity: Amount greater than 50000) and 
(Opportunity: Closed equals False) and 
(Opportunity: New Customer equals True)
Immediate Actions None
Time-Dependent Actions 15 Days Before Opportunity: Close Date—Task: Create a task for users in the Accounts Receivable role to run a credit check.
## Notify Account Owner About New, High-Priority Cases This example assumes that a Service Level Agreement custom picklist called SLA identifies the agreement level on accounts and contains the Platinum value.
Object Case
Description Notify the account owner when a high-priority case is created for accounts with a platinum SLA.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Case: Priority equals High) and 
(Account: SLA equals Platinum)
Immediate Actions Email Alert: Email the details of the high-priority case to the account owner.
Time-Dependent Actions None
## Set a Default Entitlement for Each New Case This example assumes that an active, autolaunched flow looks up the relevant entitlement based on the account, asset, or contact associated with the new case and updates the case with the entitlement name. The pilot program for flow trigger workflow actions is closed. If you've already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn't enable the pilot in your org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process.
Object Case
Description Set a default entitlement on each new case.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Case: Status not equal to Closed)
Immediate Actions Flow Trigger: Look up and assign the relevant entitlement to the case. Pass the account, asset, or contact associated with the new case into the relevant flow variable to enable the entitlement lookup. Pass the case ID into the relevant flow variable to enable the case update.
Time-Dependent Actions None.
## Update Shipment Status If Shipment Is Delayed
Object Shipment
Description Update the Shipment Status field to Delayed if a shipment has exceeded the expected delivery date and hasn’t reached the customer.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Shipment: Status not equal to Delivered)
Immediate Actions None
Time-Dependent Actions 1 day after Shipment: Expected Delivery Date—Field Update: Change Shipment Status field to Delayed on Shipment record.
## Automatically Activate New Users
Object User
Description Make sure that each new user is active so that the user can log in to Salesforce.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(User: Active equals False)
Immediate Actions Field Update: Set Active to True.
Time-Dependent Actions None.
## Notify Sales VP About Cases Filed for Top Accounts This workflow rule is for sales VPs who want to know about cases filed for top accounts. Top accounts are determined by size and revenue.
Object Case
Description Notify sales VP about cases filed for top accounts.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following criteria are met.

AND(Account.AnnualRevenue > 500000, Account.NumberOfEmployees > 5000)
Immediate Actions Email Alert: Notify VP about cases for large accounts.
Time-Dependent Actions None
## Set Default Opportunity Name The opportunity naming convention for some companies is Account Name: Opportunity Name. To automate the default name of each opportunity in your org, create the following workflow rule.
Object Opportunity
Description Enforce opportunity naming convention.
Evaluation Criteria Evaluate the rule when a record is: created, and every time it’s edited
Rule Criteria (Filter)

Run this rule if the following criteria are met.

NOT(CONTAINS( Name, Account.Name ))
Immediate Actions

Field Update: Set opportunity name to the following formula.

Account.Name & ": " & Name
Time-Dependent Actions None
## Set Target Resolution Date for Cases This example sets a case resolution date based on the value of a field on the associated account. It uses a custom picklist field on accounts called Support Level, which has three values: Basic, Standard, and Premium. It also has a custom date field on cases called Target Resolution Date. Use the following three workflow rule examples to set the target resolution date of a case based on the support level for the related account. Set Resolution Date for Basic Support
Object Case
Description Set the case target resolution date for accounts that have basic support level to 30 days from today.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following formula is true.

ISPICKVAL(Account.Support_Level__c , "Basic")
Immediate Actions Field Update: Set the Target Resolution Date to Today() + 30.
Time-Dependent Actions None
Set Resolution Date for Standard Support
Object Case
Description Set the case target resolution date for accounts that have standard support level to 14 days from today.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following formula is true.

ISPICKVAL(Account.Support_Level__c , "Standard")
Immediate Actions Field Update: Set the Target Resolution Date to Today() + 14.
Time-Dependent Actions None
Set Resolution Date for Premium Support
Object Case
Description Set the case target resolution date for accounts that have premium support level to 5 days from today.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following formula is true.

ISPICKVAL(Account.Support_Level__c , "Premium")
Immediate Actions Field Update: Set the Target Resolution Date to Today() + 5.
Time-Dependent Actions None
## Update Application Record When Candidate Accepts Job This workflow rule closes the Application record when a candidate accepts the job. Cross-object field updates to the main record are supported between custom objects in a main detail relationship.
Object Candidate
Description Change the Application Status field to Closed for the custom Application object when the Candidate Status field for the custom Candidate object changes to Accepted.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Candidate: Status equals Accepted)
Immediate Actions Field Update: Change the Application Status field to Closed on parent Application record.
Time-Dependent Actions None
## Track Closed Opportunities This example assumes that a Closed Opportunities record type provides additional information to certain profiles. For information on record types, see [Tailor Business Processes to Different Record Types Users](https://help.salesforce.com/s/articleView?id=platform.customize_recordtype.htm&language=en_US).
Object Opportunity
Description Change the record type of closed-won opportunities.
Evaluation Criteria Evaluate the rule when a record is: created, and every time it’s edited
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Opportunity: Closed equals True) and 
(Opportunity: Stage equals Closed Won)
Immediate Actions Field Update: Set the record type to Closed Opportunities.
Time-Dependent Actions None
## Override the Default Opportunity Close Date
Object Opportunity
Description Override the default close date from the close of the quarter to 6 months after the opportunity is created.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Opportunity: Closed equals False)
Immediate Actions

Field Update: Use the following formula to set the opportunity close date to 6 months after the creation date.

DATE( YEAR(TODAY()) , (MONTH(TODAY()) + 6), DAY(TODAY()))
Time-Dependent Actions None
## Report Lost Opportunities
Object Opportunity
Description Notify the VP of sales when a deal is lost if the stage was Proposal/Price Quote and the amount was greater than $1 million.
Evaluation Criteria Evaluate the rule when a record is: created, and every time it’s edited
Rule Criteria (Filter)

Run this rule if the following formula is true.

AND( ISCHANGED(StageName), ISPICKVAL(PRIORVALUE(StageName) , "Proposal/Price Quote"), ISPICKVAL(StageName,"Closed Lost"), (Amount >1000000))
Immediate Actions Email Alert: Notify the VP of sales role that the deal was lost.
Time-Dependent Actions None
## Report Unassigned Leads This example assumes that all unassigned leads are placed in an unassigned leads queue by a leads assignment rule.
Object Lead
Description Ensure that unassigned leads are tracked in a timely manner by notifying the manager if a lead isn’t accepted in 2 days.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

Lead Owner equals Unassigned Lead Queue
Immediate Actions None
Time-Dependent Actions 2 Days After Lead: Last Modified Date—Email Alert: Notify the manager role that the queue has unassigned leads that are older than 2 days.
## Send Alert If Quote Line Item Discount Exceeds 40%
Object Quote Line Item
Description Ensure that an email alert is sent if a sales rep applies a quote line item discount that exceeds 40%.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

Quote Line Item: Discount is greater than 40
Immediate Actions Email Alert: Notify the manager role that the quote line item discount exceeds 40%.
Time-Dependent Actions None
## Notify Key People About Account Owner Changes
Object Account
Description Notify key people in the sales department when the owner of an account changes if the account’s annual revenue is greater than $1 million.
Evaluation Criteria Evaluate the rule when a record is: created, and every time it’s edited
Rule Criteria (Filter)

Run this rule if the following formula is true.

AND( ISCHANGED(OwnerId), AnnualRevenue > 1000000 )
Immediate Actions Email Alert: Notify the person in the sales operations role of the change in account ownership.
Time-Dependent Actions None
## Set Reminder for Contact Birthday This example assumes that a Next Birthday custom formula field uses the following formula to calculate the date of the contact’s next birthday on contact records. ``` IF(MONTH(Birthdate) > MONTH(TODAY()),DATE(YEAR(TODAY()),MONTH(Birthdate),DAY(Birthdate)), IF(MONTH(Birthdate) < MONTH(TODAY()),DATE(YEAR(TODAY())+1,MONTH(Birthdate),DAY(Birthdate)), IF(DAY(Birthdate) >= (DAY(TODAY())),DATE(YEAR(TODAY()),MONTH(Birthdate),DAY(Birthdate)), DATE(YEAR(TODAY())+1,MONTH(Birthdate),DAY(Birthdate))))) ```
Object Contact
Description Send an email to the contact 2 days before the contact’s birthday.
Evaluation Criteria Evaluate the rule when a record is: created
Rule Criteria (Filter)

Run this rule if the following formula is true.

(Contact: Birthdate not equal to null) and 
(Contact: Email not equal to null)
Immediate Actions None
Time-Dependent Actions 2 Days Before Contact: Next Birthday—Email Alert: Send a birthday greeting to the contact’s email address.
## Set Reminder for High-Value Opportunity Close Date
Object Opportunity
Description Remind the opportunity owner and senior management when the close date is approaching for an opportunity that has an amount greater than $100,000. Create a follow-up task for the opportunity owner if the deal is still open when the close date passes.
Evaluation Criteria Evaluate the rule when a record is: created, and anytime it’s edited to subsequently meet criteria
Rule Criteria (Filter)

Run this rule if the following criteria are met.

(Opportunity: Amount greater than 100000) and 
(Opportunity: Closed equals False)
Immediate Actions None
Time-Dependent Actions
  • 30 Days Before Opportunity: Close Date—Email Alert: Notify the opportunity owner that 30 days remain.
  • 15 Days Before Opportunity: Close Date—Email Alert: Notify the opportunity owner that 15 days remain.
  • 5 Days After Opportunity: Close Date—Task: Create a follow-up task for the opportunity owner to update the deal. Email Alert: Notify senior management to involve executives.
## Notify Account Owner of Updates by Others
Object Account
Description Notify the account owner when someone else updates the account if the account’s annual revenue is greater than $1 million.
Evaluation Criteria Evaluate the rule when a record is: created, and every time it’s edited
Rule Criteria (Filter)

Run this rule if the following formula is true.

AND( (LastModifiedById <> OwnerId), (AnnualRevenue > 1000000) )
Immediate Actions Email Alert: Notify the account owner that someone else has updated the account.
Time-Dependent Actions None
#### See Also - [Workflow Rules](https://help.salesforce.com/s/articleView?id=platform.customize_wf.htm&release=264.0.0&type=5 "Workflow rules are a legacy automation feature that let you define conditions and actions for records in your org. Support ended on December 31, 2025. Use Flow Builder for new automations and migrate existing rules as needed.") - [Set the Criteria for Your Workflow Rule](https://help.salesforce.com/s/articleView?id=platform.workflow_rules_define.htm&release=264.0.0&type=5 "Get started with creating a workflow rule by selecting the object the rule relates to and configuring its criteria.")