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Time-Dependent Workflow Action

In Salesforce workflow rules, an automated action (field update, email alert, task, outbound message) scheduled to execute at a future time relative to a date field, queued by a time trigger rather than firing immediately.

§ 01

Definition

In Salesforce workflow rules, an automated action (field update, email alert, task, outbound message) scheduled to execute at a future time relative to a date field, queued by a time trigger rather than firing immediately.

§ 02

In plain English

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A Time-Dependent Workflow Action is an automated action (field update, email alert, task, outbound message) that's scheduled to execute at a future time relative to a date field. It's queued by a time trigger and fires when the scheduled time arrives. This is legacy; use Flow instead.

§ 03

Worked example

scenario · real-world use

Larkmoor Insurance has a legacy Workflow Rule on Cases: when a Case is created, schedule a Time-Dependent Workflow Action to fire 7 days later that escalates the Case to a senior agent if the status hasn't moved. The action sits in the Workflow Queue waiting for its scheduled time; if the Case is resolved before then, the action is automatically removed from the queue. With Workflow Rules being deprecated by Salesforce, the team is migrating these Time-Dependent Workflow Actions into Scheduled Paths in Record-Triggered Flow - same outcome, modern automation engine.

§ 04

Why Time-Dependent Workflow Action matters

In Salesforce workflow rules, a Time-Dependent Workflow Action is an automated action (field update, email alert, task, outbound message) scheduled to execute at a future time relative to a date field, queued by a time trigger. The action sits in the time-based workflow queue until the scheduled time arrives.

Time-dependent workflow actions are part of legacy Workflow Rules, which are being retired. Modern Salesforce uses Flow for both immediate and scheduled automation. Any remaining time-dependent workflow actions should be migrated to Flow as part of automation modernization.

§ 05

How to set up Time-Dependent Workflow Action

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.
§ 06

How organizations use Time-Dependent Workflow Action

Skyline Consulting

Migrates legacy time-dependent actions to Flow scheduled paths.

NovaScale

Uses Flow for all new scheduled automation.

BrightEdge Solutions

Treats time-dependent actions as legacy migration targets.

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Trust & references

Official documentation

Straight from the source - Salesforce's reference material on Time-Dependent Workflow Action.

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