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Workflow Rules

Workflow Rules are a declarative automation feature in Salesforce that allows administrators and developers to define automated actions triggered by specific criteria on records. They enable the automation of business processes, such as sending email alerts, updating fields, or creating tasks, without writing code. This tool is part of the Salesforce platform's suite of automation tools, designed to streamline operations and enforce business logic.

Also known as: Salesforce Workflow Rules, Workflow Automation, Workflow, Salesforce Workflow, WF Rules
🧊Why learn Workflow Rules?

Developers should learn Workflow Rules when working on Salesforce projects to automate repetitive tasks, enforce data quality, and implement business processes efficiently. Use cases include automatically notifying users of record changes, updating related records based on criteria, or triggering follow-up actions in sales or support workflows. It's essential for reducing manual effort and ensuring consistency in Salesforce applications.

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