How do I create Salesforce automation rules? | Scribe

    How do I create Salesforce automation rules?

    • Grace Everwood |
    • 11 steps |
    • 17 seconds
    • SalesforceSalesforce
    1
    Go to [https://salesforce.com](https://salesforce.com)
    2
    Click the “New” button in the top right corner of the page.
    3
    Enter a name for the automation rule in the “Name” field.
    4
    Select the “Object” you want to use for the automation rule from the drop-down menu.
    5
    Select the “Start the process” option from the “When to Start the Process” section.
    6
    Click the “Add Object” button in the “Specify Object” section.
    7
    Select the “Object” you want to use for the automation rule from the drop-down menu.
    8
    Select the “Criteria for Executing Actions” option from the “Specify Evaluation Criteria” section.
    9
    Select the “Conditions” you want to use for the automation rule from the drop-down menu.
    10
    Click the “Add Action” button in the “Add Action” section.
    11
    Select the “Action Type” you want