Workflow rules give you the ability to enforce key business processes easily without needing to write any code. You can automate your organization’s standard processes by configuring workflow rules.

To create new rules, refer to the following standard Salesforce Help:

  1. Selecting the Agreement object to which the workflow rule applies
  2. Configuring the workflow rule settings and criteria
  3. Configuring the workflow actions
  4. Activating the workflow rule

Watch a demo: Creating a new workflow rule.