Creating the Workflow Process

This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

You begin by creating the new Workflow Process.

To create the new Workflow Process

  1. In the Object Explorer, click Workflow Process.

  2. In the Workflow Processes list, create a new Workflow Process with the values shown in the following table.

    Property

    Value

    Process Name

    Large Opportunity Creates Activity

    Workflow Mode

    Service Flow

    Business Object

    Opportunity