Click the “New” button in the top right corner of the page.

Enter a name for the automation rule in the “Name” field.

Select the “Object” you want to use for the automation rule from the drop-down menu.

Select the “Start the process” option from the “When to Start the Process” section.

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Salesforce automation rules are a powerful tool for streamlining business processes and increasing efficiency. Automation rules can be used to automate mundane tasks, such as sending emails or updating records, freeing up time for more important tasks. Automation rules can also be used to ensure data accuracy and consistency, as well as to trigger notifications or other actions when certain conditions are met. Knowing how to create Salesforce automation rules can help businesses save time and money, as well as improve customer service.

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