Overview

In this course, we will look at how workflow processes can be developed to support custom business requirements. We'll see how various nodes can be used to design business logic and route records to individuals and groups of individuals for approval or action.

Audience

Implementation Consultants, Administrators, Technical Sales, System Users

Prerequisites

Objective

After completing this course, you should be able to:

• Understand workflow designer application and configurations
• Create roles
• Create actions
• Create condition, manual input, interaction, task, wait and subprocess nodes
• Understand benefits of escalations in workflow
• Understand different methods of routing workflow
• Understand procedure of escalating assignment of tasks
• Understand procedure of configuring escalation to initiate workflow

Course Outline

• Get started
• Learn about basics of workflow
• Learn about nodes
• Learn about interacting with workflows
• Practice what you have learned (hand-on-lab)
• Earn the badge
• Get your course certificate
• Complete the course survey