Configuring CRM workflows
Note: The system administrator and users with the appropriate role
can access these features.
- Define the SMTP outbound email gateway parameters on the Office Profile Email Setup tab. See Office Profile Email Setup tab.
-
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.
- Sign into the application Web Client as an administrative user.
- Select CRM Workflow on the Integrations list view. See Using the Integrations list view
- Verify that the Enabled check box is selected. To turn off CRM Workflow, clear theEnabled check box.
- Click Save.
- Create and define a CRM Workflow. See Adding a workflow
- Add workflow steps to the Workflow definition.