How do I create Salesforce automation rules?
- Grace Everwood |
- 0 step |
- 17 seconds
Go to [https://salesforce.com](https://salesforce.com)
Click the “New” button in the top right corner of the page.
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Enter a name for the automation rule in the “Name” field.
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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.
Click the “Add Object” button in the “Specify Object” section.
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Select the “Object” you want to use for the automation rule from the drop-down menu.
Select the “Criteria for Executing Actions” option from the “Specify Evaluation Criteria” section.
Select the “Conditions” you want to use for the automation rule from the drop-down menu.
Click the “Add Action” button in the “Add Action” section.
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Select the “Action Type” you want
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