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.