Setup Workforce Actions and Workflow Rules

  1. In Salesforce select Setup>Process Automation>Workforce Rules and click New Rule.
  2. Choose Account as the Object. and name the rule BillMaxAccount
  3. Click created and every time it's edited.
  4. Select formula evaluates to true and in the formula enter: 1=1. Click Save & Next.
  5. On resulting page, click Add Workflow Action and choose Select Existing Action.
  6. On resulting page, set Search to Outbound Message and select BillMax Account Action action.
  7. Repeat steps 1- 6 for BillMaxContact.
  8. In Salesforce select Setup>Process Automation>Workflow Rules and click New Rule.
  9. Click Activate for both new rules (one for Account and one for Contact).