HelpWorkflows & triggers

What should I check when installing a workflow template?

Review required answers and connections. Verify actual recipients, event mappings and accounts in the installed draft. Test before deployment; using a template does not…

Review required answers and connections. Verify actual recipients, event mappings and accounts in the installed draft. Test before deployment; using a template does not unlock operations outside your role.

Full guideSteps, screens, settings and limits.

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