This topic provides information about rule types, components, and settings to help you create and administer rules.

To create rules through the user interface, determine the following for each rule:

•The object records that the rule affects, such as accounts records.

•The actions the rule takes, such as require approval before a user may perform an operation.

•The conditions that must be met to trigger the rule.

•The specific fields within records that the rule uses.

•The users or groups the rule affects.

Tip: Consider whether group rights may accomplish your objectives without creating a rule.