Workflows:
Each workflow rule consists of:
- Criteria that determine when Salesforce executes the workflow rule. Any change that causes a record to match this criteria can trigger the workflow rule—even changes to hidden fields.
- Immediate actions to take when the workflow rule executes. For example, Salesforce can automatically send an email that notifies the opportunity team when a new high-value opportunity is created.
- Time-dependent actions that Salesforce queues when the workflow rule executes. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date. When Salesforcetriggers a workflow rule that has time-dependent actions, you can use the workflow queue to monitor and cancel pending actions.
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