Automation rules

Declarative record automation for admins before reaching for code.

When to use automation rules

Automation rules are for common business automation: set a value, create a follow-up, notify a user, or run a simple action when a record changes. They are easier to govern than code and should be the first stop for admin-owned behavior.

Choose the object type.
Choose the trigger event such as before/after create/update or field change.
Define conditions.
Store actions as structured JSON.

Automation rules vs platform triggers

Use automation rules for declarative configuration. Use platform triggers when you need source-controlled JavaScript, webhooks, ordered handler execution, or deeper service access.