Immediate actions, like their name suggests, are executed as soon as the workflow rule finishes evaluating the record.
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.
For details on each action type, see Automated Actions.
- Open a workflow rule.
- In the Immediate Workflow Actions section, click Add Workflow Action.
- Select one of the options to create an action or select an existing one.