Workflow provides a drag-and-drop interface for automating multi-step processes across the platform. Each workflow consists of a sequence of activities, such as generating records, notifying users of pending approvals, or running scripts. The graphical Workflow Editor represents workflows visually as a type of flowchart. It shows activities as boxes labeled with information about that activity and transitions from one activity to the next as lines connecting the boxes.

Note: As of the New York release, Workflow is a legacy product. Use Flow Designer for any new process automation. As many organizations have workflows in production, use this Workflow documentation to learn how to work with existing workflows.

Explore

Set up

Getting started with workflows

Administer

Use

Develop

Troubleshoot and get help