Workflow Tutorial

This tutorial discusses the overview of workflow rules, its configuration, and execution with a handful of scenarios.

Workflow image

Edition required:

Enterprise and Ultimate

Profile Permission:

Users with Manage Workflow rule permission

Learning Objective:

To understand how to configure and execute a Workflow Rule for different requirements

At the end of this tutorial you will be able to:

  • Identify the activities that can be automated.
  • Set up a rule trigger.
  • Configure a set of instructions or conditions.
  • Automate execution of actions instantly or at a scheduled time.
  • Automate repetitive activities.