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Example Workflow Process That Creates an Activity for a Sales Representative

This topic gives one example of using workflow to create an Activity record for a sales representative. You might use this feature differently, depending on your business model.

In this workflow, when a user creates a new opportunity record the opportunity's revenue is evaluated. If the value of the opportunity is over $10,000, an activity record is created that provides the sales representative a work item to follow up on the deal. The workflow is invoked by the WriteRecord run-time event.

The tasks you perform to implement the workflow described in this example include:

1. Defining The Workflow Process
2. Testing the Workflow Process
3. Deploying and Verifying the Workflow Process