When will an instant workflow trigger, and who will it trigger for?

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• Instant Workflow

  This workflow, once activated, will trigger each time whenever a defined condition is satisfied. User scenario Jane has an online store for antiques. Contacts join her mailing list through the signup form embedded in her website. To promote her ...

• Instant workflow

  This workflow, once activated, will trigger each time the conditions are satisfied. User scenario Jane has an online store for antiques. Leads join her mailing list through the signup form embedded in her website. To promote her collection of antique ...

• When will an instant workflow trigger, and who will it trigger for?

  An instant workflow will trigger for leads as soon as they match the specified criteria.

• Manual Workflow Trigger

  A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...

• Manual Workflow Trigger

  Manual Workflow Trigger is an option that can be triggered by a user while creating or editing a record. This can be configured through a Workflow Rule. Enabling this will execute the workflow only on a manual action and not automatically. It's ...