Defining CRM Workflow step conditions

You can define conditions for when a CRM Workflow step must be triggered.

  1. Select Integration > Integrations. The Integrations list view is displayed.
  2. Click CRM Workflow. The Integration detail view is displayed.
  3. Click Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail view is displayed. See Using the Workflow Definition detail view
  5. Click the Workflow Designer tab.
  6. Click Settings to define or modify.
  7. Click Edit Condition on the General tab.
  8. Select an attribute from the options in the Attributes field.
  9. Select a condition operator from the list. For example, Contains or Starting with.
  10. Specify the condition criteria according to the attribute and operator selected in the last field. For example, the step should not trigger until the opportunity Weighted value is greater than 50,000. The workflow step is paused until the weighted value exceeds 50,000.
  11. Click Add Condition and repeat steps 8-10 for each condition you add to add another search criteria.
    Note: All conditions are "and" conditions that means all condition statements must be met.
  12. Click OK.