How To Enable Workflow Rules In Salesforce
- Log in to Salesforce: Access your Salesforce account.
- Go to Setup: Click on the gear icon in the top right corner.
- Search for Workflow Rules: Type "Workflow Rules" in the Quick Find box.
- Select Workflow Rules: Click on the "Workflow Rules" link.
- Create New Rule: Click on the "New Rule" button.
- Choose Object: Select the object you want the rule for.
- Define Rule Criteria: Set the conditions for the workflow rule.
- Add Workflow Actions: Specify what actions to take when the rule is triggered.
- Activate the Rule: Click on "Activate" to enable the workflow rule.
- Test the Rule: Ensure the rule works as expected by testing it.
