Configuring CRM workflows

Note: The system administrator and users with the appropriate role can access these features.
  1. Define the SMTP outbound email gateway parameters on the Office Profile Email Setup tab. See Office Profile Email Setup tab.
  2. Specify additional entities, relationships, or entity properties for the CRM Workflows, if required, in Application Architect. See the Application Architect Help topic: Exposing Entities, Properties, and Relationships to CRM Workflows for detailed steps.
    Note: A portal build and deployment is required when additional entities, relationships or properties are defined in the entity model.
  3. Sign into the application Web Client as an administrative user.
  4. Select CRM Workflow on the Integrations list view. See Using the Integrations list view
  5. Verify that the Enabled check box is selected. To turn off CRM Workflow, clear theEnabled check box.
  6. Click Save.
  7. Create and define a CRM Workflow. See Adding a workflow
  8. Add workflow steps to the Workflow definition.