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
In the Object Explorer, click Workflow Process.
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