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Create a Workflow Rule

Salesforce Workflow Rules are the automated process used in business process to send Email alerts, assign a task, update a field on rule criteria or action based criteria requirements.

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Create and Manage Workflow Actions

How to create highly configurable knowledge objects that enable a variety of interactions between fields in events and other web resources? Workflow actions can: Create HTML links that, for example, run searches in external search engines for field values.

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Use the Process Builder

A Process Builder is a tool provided by Salesforce to help you automate your process by updating or creating a record. It is like the glue you would need to put all the pieces together.

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Configure Process Automation Settings

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Manage Approval Post Templates

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Manage Next Best Actions

Create and display offers and actions for your users that are tailored to meet your unique criteria. Develop a strategy that applies your business logic to refine those recommendations.