Setting up a workflow

Select Setup

Select Setup

Select Workflow Rules

Select Workflow Rules

Click Continue

Click Continue

Getting Started: Administering Salesforce

Getting Started: Administering Salesforce
Select the object the workflow rule is related to

Give it a name, description, and criteria

Give it a name, description, and criteria

Create the rule criteria

Create the rule criteria

Modify the logic to be 1 And 2

Modify the logic to be 1 And 2

1 Or 2

1 Or 2

Create a workflow action

Create a workflow action

Fill out the specifics of the action

Fill out the specifics of the action

Activate the workflow

Activate the workflow

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