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How to Create a time Based workflow action using a trigger.

  • Writer: Abhilash Banpurkar
    Abhilash Banpurkar
  • Jan 3, 2023
  • 1 min read

Updated: Jan 16, 2023


To create a time-based workflow in Salesforce, you will need to follow these steps

  1. Click the "New Rule" button to create a new workflow rule.

  2. On the next page, give your rule a name and select the object that the rule will apply to.

  3. In the "Evaluate the rule when" section, select "created, and any time it's edited to subsequently meet criteria".

  4. In the "Rule Criteria" section, specify the conditions that must be met in order for the rule to be triggered.

  5. In the "Time-Dependent Workflow Actions" section, click the "Add Time Trigger" button.

  6. Set the time and frequency for the trigger and select the action that will be performed when the trigger fires.

  7. Click "Save" to save your workflow rule.

  8. Activate the rule by clicking the "Activate" button.


 
 
 

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