Immediate and time-based actions

You can specify that an action executes as soon as rule criteria is satisfied or you can delay execution to a certain date and time. Immediate actions execute as soon as rule criteria is satisfied. Time-based actions execute relative to a specified date or time field for an object when rule criteria is satisfied.

For example, you can create a time-based action relative to the following dates:

Birthday for a contact
Created date or expected close date for an opportunity
Created date for a lead
Start or due date for a document
Start or end date for a schedule item
Start or due date for a task
Created date, due date, or resolution time for a service request

Note: Adding many time-based actions may negatively affect performance. When rule criteria is met, time triggers are created for time-based actions. Performance may be affected if many time triggers are waiting to execute.