Business Workflows

Business workflows are sets of predefined statuses and rules to transition between those statuses that you can apply to your entity records. Business workflows are reusable, allowing you to associate the same workflow to multiple entities and to centralize the workflows' management.

Business workflows can follow a specific business logic (e.g.: transitioning an account record through statuses like prospect, lead, customer, closed, etc.) and are integrated with features like Form Actions, Analytics, or Entity Versioning that simplify the development of advanced capabilities.

You can also Define Workflow Transition Approvals and store audit information related to status transitions to implement certified and documented business processes.