Before you start

You need workflow-management permission. Available steps and integrations depend on your organisation’s configuration.

Step by step

  1. Open Workflows and choose the builder or an existing workflow you can manage.
  2. Define the intended outcome and trigger. Use a scope that matches the records and teams involved.
  3. Configure the available steps and their inputs. Include accountable owners and approval points for material decisions.
  4. Review the flow for missing inputs, access requirements and failure handling. Use the available validation or test path before activation.
  5. Monitor runs and open a run’s context to resolve blocked or failed steps.

What happens next

A workflow coordinates work; it does not bypass record permissions or required human decisions.

If something does not look right

If a run stops, inspect the failed step and its inputs. Resolve the recorded issue before retrying, especially where repeating an action could duplicate external activity.