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.
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 |
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.
Time-dependent actions and time triggers are complex features. As you work with time-dependent actions and time triggers, keep in mind their considerations.
If you plan on configuring workflow rules that have time-dependent actions, specify a default workflow user. Salesforce associates the default workflow user with a workflow rule if the user who initiated the rule is no longer active.
- Open a workflow rule.
-
In the Time-Dependent Workflow Actions section, click Add Time
Trigger.
Note You can’t add a time trigger if:- The evaluation criteria is set to Evaluate the rule when a record is: created, and every time it's edited.
- The rule is activated.
- The rule is deactivated but has pending actions in the workflow queue.
-
Specify a number of days or hours before or after a date that’s relevant to the record,
such as the date the record was created.
If the workflow rule is still active and valid when this time occurs, the time trigger fires the workflow action.
- Save your time trigger.
- In the section for the time trigger you created, click Add Workflow Action.
- Select one of the options to create an action or select an existing one.
- Click Done.