SF Notes

Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes. Instead of doing this repetitive work manually, you can configure flows or processes to do it automatically. We strongly recommend using Flow Builder, but Process Builder can also help you automate your business processes and give you a graphical representation as you build it. no auto delete action Workflow automates the following types of actions based on your organization's processes:

Tasks—Assign a new task to a user, role, or record owner.
Email Alerts—Send an email to one or more recipients you specify.
Field Updates—Update the value of a field on a record.
Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
no auto delete action

For example

Assign follow-up tasks to a support rep one week after a case is updated.
bulletSend sales management an email alert when a sales rep qualifies a large deal.
bulletChange the Owner field on a contract three days before it expires.
bulletTrigger an outbound API message to an external HR system

Workflow Rules

Run above Workflow actions based on Workflow Rules

Reference Link

My Salesforce Study Notes

Workflow

For example

Workflow Rules

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