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Immediate Action - (BCA / B.Tech)

What is an Immediate Action in Salesforce?

An Immediate Action in Salesforce is a workflow action that is executed immediately when the criteria of a workflow rule are met. As soon as a record is updated or created according to the conditions of the workflow rule, this Immediate Action is triggered instantly and applies the defined task immediately.

Types of Immediate Actions in Salesforce:

Email Alert: An email alert is sent automatically.
Task Creation: A task is automatically created and assigned to a user or role.
Field Update: One or more fields of a record are updated immediately.
Outbound Message: An XML message is immediately sent to an external web service.

Immediate Action

What is an Immediate Action in Salesforce?

In this Chapter