In Salesforce, an auto-response rule is a feature that automatically sends an email to a lead or contact when they trigger a specific condition. This helps businesses to quickly and effectively respond to potential customers and ensures that leads are not left waiting for a response.
What is the Auto Response Rule?
The lead auto-response rule is specifically designed to send an email to a lead when they are created or when they match a certain set of criteria. The rule is customizable and can be configured based on various conditions, such as lead source, industry, or location.
Limitations
- We can create as many Auto Response rules but only one can be activated at a time.
- Users can see the email in the activity history
- We can add up to 25 Filter, up to 255 characters each
I hope this Lead Auto Response Rule in Salesforce video will help you to understand the concept.
I believe auto response rules worked only at creation yime, not on update.