Workflow rules are critical to any organization, because they give you the ability to enforce key business processes easily without needing to write any code.<p>

For example, many companies create processes that make it easier to manage large business opportunities.<p>

So in this demo, we'll show you how to create a workflow rule that notifies the VP of Sales when a large opportunity is created in salesforce.<p>

Let's get started by clicking Setup,<p>

Create, <p>

Workflow & Approvals, <p>

Workflow Rules,<p>

then click the New Rule button.<p>

Next, select the object for your Workflow rule.  For our example, we'll select "Opportunity".<p>

Click Next. <p>

Enter a name for your rule, and an optional description.<p>

For our rule criteria, we want to the rule to execute on "large deals" - which in this case means opportunities with amounts greater than or equal to 500 thousand dollars.<p>

Let's also make sure this is only for open opportunities.  So we'll set Opportunity: Closed equal to False.<p>

Click Save and Next.<p>

Next we'll specify actions for our workflow rule so the VP of Sales is notified when a large deal is created.
<p>
We do this in the "Immediate Workflow Actions" section by adding a "New Email Alert."<p>

Enter a description........<p>

Next, select the email template you want to use for the alert. We have already created a custom email template called "Large Deal Notification" that sends information such as the Amount, close date, account, and stage information.<p>

For Recipient Type, we'll select "Role", and move the VP of North America Sales over into our Selected Recipients list.<p>

That's it! <p>

Click Save, then click "Done" and you'll see your new workflow rule.<p>

When you activate this rule, the VP of Sales is automatically notified when a large deal is created.<p>

In just a few minutes and a few clicks you have automated this process. <p>

For additional information, refer to the following topics in the Salesforce online help.