Installation Guides

Step by Step Instructions and videos on how to setup Workflow for Professional Edition

How to enable Ideas.
 To install Workflow for Professional Edition, you must first enable Ideas in your Salesforce Org. To enable Ideas please do the following:  Go to Set...
Sun, 9 Aug, 2015 at 6:42 PM
Step 1: After successfully installing Workflow for Professional Edition / Unlimited Workflow - Step 1: Start Your Workflow Engine
1. Go to Setup > Develop > Custom Settings > Click on “Manage” > click on “New” then enter this exact phrase “Workflow Global Setting”, then cli...
Tue, 19 Jun, 2018 at 8:42 AM
Step 2: Getting Started - Building your Workflow Rules
If you are highly experienced with Salesforce workflow, you may feel like you can skip over most of these details. But, do note, there are some subtle diffe...
Tue, 19 Jun, 2018 at 9:07 AM