Creating a Workflow Rule
  1. Log in to your Salesforce.com account.
  2. Click the drop-down menu on the top of the screen that shows your name and then Setup, as shown in the following image.

    The Getting Started page opens.

  3. In the App Setup tree, expand Create and then Workflow & Approvals. Click Workflow Rules, as shown in the following image.

    The All Workflow Rules page opens.

  4. Click the New Rule button.

    The Step 1 of the New Workflow Rule window opens.

  5. Choose the object you want your workflow rule to apply to, as shown in the following image.

    Note: This object should be the same as the one you configured in your event synonym.

  6. Click Next.
  7. In step 2 of the New Workflow Rule window, enter the Rule Name, an Evaluation Criteria, and a Rule Criteria, as shown in the following image.

  8. Click Save & Next.

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