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How do I set up workflows?
Preconditions:
You need to be an administrator or have the developer access type role.
Description
Use action workflows to take repetitive tasks out of user’s hands. If you have a more rigid process, determine if workflows can make those processes happen automatically (when x happens, then y has to follow).
Use workflow alerts to notify your team or customers when a workflow condition has been met. Some examples are when a status of a case changes, to notify the contact associated to the case that the status has changed.
Click here for a general podcast on workflows. Click here for a transcript of the podcast. Click here for a podcast on workflows for Sales. Click here for a transcript of the podcast.
Solution
You need to first determine the type of workflow you will need. Will it be a workflow that will be triggered when a record has been saved or after a period of time has elapsed? Before you start building a workflow, you will need to identify the following:
- What is/are the condition(s) that need to be met in order for the workflow to execute?
- Once the condition is met, what action do you want the workflow to take?
- Once the action occurs, do you want a notification email to go out to a recipient or to multiple users?
Below are two examples of common workflows.
Click here for instructions on setting up a workflow to send out an email notification to the contact of a case when the case status changes.
Click here for instructions on setting up a workflow to notify the user assigned to an opportunity when the opportunity has been sitting in a specified sales stage for a period of time.
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