---
schema_version: "1"
id: 261b8dd89a5518940fbefb1a7ca206389a9f86dc53d9584f85c22461f8c6ebc6
title: Create a Workflow Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/workflow_rules_new.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.workflow_rules_new.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fd0489c89890064143c8794bdf05f0e5c8dfd5a5175d9cbc3cf88e0b01bc6d10
description: Automate your organization’s standard process by creating a workflow rule.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create a Workflow Rule

Automate your organization’s standard process by creating a workflow rule.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d269742e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d269742e73 ">To create or change workflow rules and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d269742e73 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![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.").

Watch a Demo: [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/play_btn.png) Creating a Workflow Rule (Salesforce Classic)](https://salesforce.vidyard.com/watch/IqZIFLtEx9rY7AD8QLFE3Q)

1. **[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.
2. **[Add Automated Actions to Your Workflow Rule](https://help.salesforce.com/s/articleView?id=platform.creating_workflow_rules_configure_actions.htm&release=264.0.0&type=5)**  
    After you’ve set the criteria for your workflow rule, identify what to do when that criteria are met.
3. **[Identify Your Salesforce Org’s Default Workflow User](https://help.salesforce.com/s/articleView?id=platform.workflow_defaultuser.htm&release=264.0.0&type=5)**  
    Select a Default Workflow User that you want Salesforce to display with a workflow rule when the user that triggered the rule isn’t active.
4. **[Activate Your Workflow Rule](https://help.salesforce.com/s/articleView?id=platform.creating_workflow_rules_activate.htm&release=264.0.0&type=5)**  
    Salesforce doesn’t trigger a workflow rule until you activate it.
5. **[Launch a Flow from a Workflow Action](https://help.salesforce.com/s/articleView?id=platform.flow_distribute_system_wf.htm&release=264.0.0&type=5)**  
    Create a flow trigger workflow action to launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.

#### See Also

- [Workflow Considerations](https://help.salesforce.com/s/articleView?id=platform.workflow_rules_considerations.htm&release=264.0.0&type=5 "Learn the intricacies of workflow rules and workflow actions before you begin working with them.")
- [Workflow Rule Examples](https://help.salesforce.com/s/articleView?id=platform.workflow_examples.htm&release=264.0.0&type=5 "Looking for ideas on how workflow rules can help streamline your business? Check out these examples.")