Workflows allow you to automate actions or alerts based on a number of triggers and rules. When creating a Workflow it needs to be associated with either an Email notification, Task and/or Field Updates

1.     Creating the Workflow

a.     Go to Setup > Automation > Workflow Rules

b.     Select Create Rule in the Workflow Rules page

c.     In the create new rule pop up

                                               i.     Select the relevant module to which the rule applies

                                             ii.     Enter the rule name and description

d.     Click Next

e.     Specify the trigger

                                               i.     A record Action

                                             ii.     A date fields value

                                           iii.     A score Value

f.      Click Next

g.     Enter the conditions by choosing one of the following:

                                               i.     Records matching the conditions

                                             ii.     All records

                                           iii.     Records that do not match any of the conditions

h.     Specify the criteria by clicking the add + option

i.      Click Next

j.      Associate Instant or scheduled actions

k.     Click Associate and Save the Workflow