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03a - Workflow Rules (Workflow Action (Tasks, Outbound message, Field…
03a - Workflow Rules
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Evaluation Criteria
Determines which records the workflow rule will apply to. Depending on how the evaluation criteria is set, workflow rules are evaluated when the record is:
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Explained
A workflow rule sets workflow actions into motion when certain conditions are met. Actions can take place immediately, or on a specific date, according to a trigger.
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