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Workflow Designer for Admins

This course will provide you with the knowledge and tools needed to create a basic functional Workflow.


This course will help you understand and create a functioning workflow. You will explore the Workflow Designer interface and learn the basics of planning and designing a Workflow. You’ll become familiar with end user workflow functionality. You will create a simple workflow and learn advanced properties such as utilizing Custom Fields and Workflow Security.

Course Objectives

By the end of this course, learners will be able to:

  • Navigate the Workflow Designer
  • Create a basic workflow
  • Create Flows with a status and properties
  • Use Custom Fields within a Workflow
  • Associate a workflow to a record type
  • Manage advanced settings

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