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What is a Workflow?

A workflow is a sequence of activities to automate processes in applications. 

 Activities are workflow blocks that perform different tasks, such as obtaining approvals, sending email, running scripts, testing conditions, and setting field values on records.
Workflow are launched a number of different ways including:
  • Triggered by field values on a record
  • UI Action
  • Server-side scripts

When to Use Workflows

Use workflows to automate multi-step processes such as:
  • Approvals
  • SLAs
  • Task creation
  • Event generation
  • Email notifications
For example, if an email needs to be sent when a new record is inserted into the database, that is a discrete action which does not require workflow. If the email is sent when a request is approved or rejected, this is a multi-step process which can be automated with workflow.

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