Workflow Designer for Admins

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.

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