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Full Time-Dependent Workflow Action entry
How-to guide

How to set up Time-Dependent Workflow Action in Salesforce

Time-Dependent Workflow Actions are scheduled actions on Workflow Rules — "send a follow-up email 7 days after the Lead was created," "create a task 2 days before the contract End Date." They live in the Time-Based Workflow Queue until the trigger time arrives, then their actions execute. Modern alternative is Flow with Wait elements.

By Dipojjal Chakrabarti · Editor, Salesforce DictionaryLast updated Apr 20, 2026

Time-Dependent Workflow Actions are scheduled actions on Workflow Rules — "send a follow-up email 7 days after the Lead was created," "create a task 2 days before the contract End Date." They live in the Time-Based Workflow Queue until the trigger time arrives, then their actions execute. Modern alternative is Flow with Wait elements.

  1. Open Setup → Workflow Rules → click into a Rule

    Time-Dependent Actions are per-rule, not standalone.

  2. Scroll to Time-Dependent Workflow Actions section

    Below the Immediate Workflow Actions list.

  3. Click Add Time Trigger

    Specify the offset: X days / hours before or after a date field.

  4. Set the time-trigger formula

    References a date field on the record — "CreatedDate + 7 days," "Close Date - 1 day," or a more complex formula.

  5. Save the time trigger → Add Workflow Actions to it

    The trigger has its own actions list. Field Update / Email Alert / Task / Outbound Message — same as Immediate Actions.

  6. Activate the parent Workflow Rule

    Inactive rules don't queue time triggers.

  7. Monitor the Time-Based Workflow Queue

    Setup → Monitor Workflow Services → Time-Based Workflow Queue. See pending entries; cancel via Delete if needed.

Key options
Time Offsetremember

X minutes / hours / days / months before or after a date field.

Re-evaluate Criteria when Trigger Firesremember

Re-check rule criteria at trigger time before firing actions.

Action Typesremember

Same as Immediate — Field Update / Email Alert / Task / Outbound Message.

Gotchas
  • Salesforce has retired new Time-Dependent Workflow Actions for newer orgs. Modern automation should use Flow's Wait / Pause elements instead.
  • Re-evaluate Criteria when Trigger Fires defaults to OFF. A trigger queued when criteria matched ("Lead is Open") still fires even if the lead is now closed. Tick this option for criteria-based gating at trigger time.
  • Editing a record may move queue entries. The trigger time formula recalculates on certain edits — verify in Setup → Monitor Workflow Services that pending actions still show the expected fire time.

See the full Time-Dependent Workflow Action entry

Time-Dependent Workflow Action includes the definition, worked example, deep dive, related terms, and a quiz.