Review Rule concept and field reference topics.
To open or configure a new Rule:
- Go to Setup > Rules > Rule.
- Click a Rule to edit or click Add to create a
new rule.
- In General, only a name is required. Use the Description field to
add a short description, such as the purpose of this rule. Use the Condition to
turn this Rule ON when the condition is True or OFF when False.
- In Base Rule, configure the Rule according to
the organization’s business rule. See Base Rule Type Reference.
Use the Usage tab to view where the selected Rule is applied
such as, the List Target, List, Type, and designated Behavior.
- Click Save.