How does Workflow Rule work in Salesforce?
Workflow Rules were one of Salesforce's earliest declarative automation features, offering four action types: field updates, email alerts, outbound messages, and time-dependent actions. Each rule evaluated a single set of criteria on a single object and could fire on record creation, creation and every subsequent edit, or only when criteria transitioned from false to true. Their simplicity made them easy to learn but limited in scope.
Salesforce deprecated Workflow Rules alongside Process Builder, and new rules can no longer be created in most orgs. While existing rules still execute, they cannot be extended and often cause confusion when they interact unpredictably with flows and processes on the same object. The recommended migration path is to convert each workflow rule into a record-triggered flow with equivalent entry conditions and immediate actions. Clientell AI automates this migration by reading your org's workflow metadata and producing tested flow equivalents.