Create Workflow Rule
sf_create_workflow_ruleCreate a Salesforce Workflow Rule to automate actions based on criteria or formula, triggering updates, alerts, and tasks.
Instructions
Creates a Workflow Rule (legacy automation) that evaluates criteria and triggers actions. Use for simple automations that don't require the power of Flows. Supports formula or criteria-based evaluation. Workflow rules can trigger field updates, email alerts, outbound messages, and tasks.
objectName: object the rule applies to fullName: rule developer name triggerType: when to evaluate (onCreateOnly, onCreateOrTriggeringUpdate, onAllChanges) active: whether the rule is active formula or criteriaItems: define when the rule fires
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| active | No | Whether the rule is active | |
| formula | No | Formula criteria, e.g. 'ISPICKVAL(Status, "New")' | |
| fullName | Yes | Workflow rule developer name, e.g. 'Lead_Assign_Rule' | |
| objectName | Yes | Object API name, e.g. 'Lead' | |
| description | No | Rule description | |
| triggerType | Yes | When the rule evaluates | |
| criteriaItems | No | Filter criteria items (alternative to formula) |