Workflow Rules & Workflow Actions

Workflow Rules and Workflow Actions are two key components for creating automation in Salesforce. Together, they help you ensure that your business processes run automatically and efficiently.

A Workflow Rule is an automation tool in Salesforce that you can use to determine when a task should be performed automatically.

Workflow Actions are the tasks that are automatically executed when a Workflow Rule is triggered.

A Workflow Rule determines when something should happen, i.e., when one or more Workflow Actions should be triggered. Workflow Actions are the tasks that are automatically performed when a Workflow Rule is triggered.