What is required to trigger a workflow rule to execute?

Study for the Salesforce Platform Developer Exam. Study with flashcards and multiple choice questions, each question has hints and explanations. Get ready for your exam!

To trigger a workflow rule to execute, a record must be created or edited. Workflow rules are designed to automate standard internal procedures and processes to save time across your org. When a record is created or updated in Salesforce, the conditions defined in the workflow rule are evaluated. If the criteria are met, the specified actions, such as sending email alerts, updating fields, or creating tasks, are automatically executed.

The other options do not directly cause workflow rules to execute. Scheduled jobs, for instance, are typically associated with batch processes or scheduled actions but are not relevant to the immediate trigger of workflow rules. User logins do not affect workflow execution, as those rules are related to data changes rather than user activities. Lastly, while having a default workflow user can be beneficial for managing workflow-related notifications, it is not a prerequisite for triggering the execution of a workflow rule. Only the creation or modification of a record is necessary to initiate the workflow automation process.

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