Create and manage your queues as described in the following sections:
What is a Workflow?
Workflows are a sequence of actions that the system will follow based on certain criteria or conditions being met. Workflows are meant to help automate and expedite processes such as notifications, approvals, data updates, or validations.
Create a Workflow
To Create a Workflow:
- Open settings from the User menu.
- Select
Workflows
from the
Automation dropdown menu.
- Click + Add New in the top header of the Workflows list view to add a new Workflow.
- Fill out the required fields and hit Save.
Configure a Workflow
Choose a Type
- API - Workflows that trigger in the background of the system based on a button or other input
- DB Insert - Workflows that are triggered based on a new record in the database
- DB Update - Workflows that are triggered based on an updated record in the database
- DB Upset - Workflows that are triggered based on a upserted record in the database
- Time-Based - Workflows that are triggered based on a timed cycle
Workflow Settings:
| Setting | Description |
| Type | Select the type of workflow |
| Object | Select the object that will trigger the workflow |
| Name | The name of the workflow |
| Description | A description of the workflow |
| Status | Set the workflow as active or inactive |
View the Workflow
To view the workflow configuration:
- Open settings from the User menu.
- Select Workflows from the Automation menu.
- Select the workflow in the list that you want to view.
- Click the workflow name or ID to be taken to the detail view.
Delete a Workflow
To delete a Workflow:
- Open settings from the User menu.
- Select Workflows from the Automation menu.
- Search for the Workflow in the list that you want to delete.
- Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.
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