Understanding Workflow(From SalesForce)

What is Workflow?
Workflow automates the following types of actions based on your organization's processes:
  • bulletTasks—Assign a new task to a user, role, or record owner.
  • bulletEmail Alerts—Send an email to one or more recipients you specify.
  • bulletField Updates—Update the value of a field on a record.
  • bulletOutbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
For example, workflow can:
  • bulletAssign 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 to initiate the reimbursement process for an approved expense report.
Each workflow rule consists of:
  • bulletCriteria that cause the workflow rule to run.
  • bulletImmediate actions that execute when a record matches the criteria. For example, Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
  • bulletTime-dependent actions that queue when a record matches the criteria, and execute according to time triggers. 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 close date.
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