How do I create workflows and approval processes in Salesforce? | Scribe

How do I create workflows and approval processes in Salesforce?

If you are a Salesforce administrator, you may need to create workflows and approval processes in order to automate certain tasks and ensure that data is accurate and up-to-date. Workflows and approval processes can help streamline processes, reduce manual effort, and ensure that data is accurate and up-to-date. Additionally, they can help ensure that data is properly routed to the right people for review and approval. Knowing how to create workflows and approval processes in Salesforce can help you save time and ensure that your organization is running efficiently.
Created by Ghostwriter from Scribe | 7 steps
"Go to Setup" in the top right corner of the Salesforce page.
In the left sidebar, click "Create" and then "Workflows & Approvals".
Click "New Rule" and select the type of object you want to create a workflow for.
Enter a name for the workflow rule and select the criteria for when the rule should be triggered.
Click "Add Workflow Action" and select the type of action you want to take.

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