Apty Workflows provide step-by-step instructions to users to complete a task on your application. Workflows act like a GPS that directs users to complete a variety of activities on your application. Workflows are a recommended solution in the following cases:
- when a user is not familiar with the process,
- a process that involves multiple steps that should be performed in a specific order, or
- rarely used process.
In this article, we will learn how to create a Workflow in Salesforce.
Use the following steps to create a Workflow,
1. Login to the Apty Studio after loading it on your web browser.
2. Click Select Application.
3. Choose SFL from the list of applications to launch Salesforce in your browser.
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4. Once the application opens, select Workflows on your Apty Studio.
Note: Ensure that your application is connected with the Apty Studio to seamlessly create Apty content. A connected application is indicated by a green icon. If the icon appears red, refresh your Apty Studio to reconnect with your application. |
5. Click the plus icon to create a new Workflow.
6. Enter the Workflow name and description.
Note: You can also combine hyperlinks, images, and videos with the Workflow description to enhance user experience on your application by capturing user's attention, presenting information in a more digestible way, and helping them navigate to the page they are interested in. |
7. Provide keywords to enhance the Workflow's search.
Note: Add descriptive keywords that may help users to find this Workflow in the Search box of the Apty Client. For example, for the Workflow describing the procedure of editing customer address, you may add keywords like: "customer", "address", "zip", "home address", "state", etc. |
8. Select the theme for your Workflow balloon from the drop-down.
Info: To learn how to create new themes, see Themes (Version 4.x). |
9. Select a segment to display your workflow for a specific user group in that segment.
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10. Order your Workflow by ranking it for display.
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11. Check the Display success message once the Workflow is completed box to display a success message at the end of the Workflow.
12. Check the following checkbox based on the requirement. For more information, refer
- Enable Workflow Feedback
- Enable Previous Step Button - Add a previous step button to the workflow
- Enable Voice Over
- Enable Auto Pilot
- Hide from Widget - Hides a workflow from the client if the user does not want the workflow to be displayed in the Client.
13. Check the Display between dates box to schedule the display of your Workflow in the specified time zone between the specified dates.
14. Click Next.
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15. To create a Workflow step, click Select Element and then click the desired element on the page.
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16. Enter the instruction for the step.
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17. Enter the name of the step.
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18. Under BALLOON POSITION, choose the desired position of the balloon. To know more about entering information inside the balloons, see Workflow Balloons.
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19. Click Next Step.
20. Navigate to where you want to start the next step and then repeat steps 15 to 19 to add more steps.
21. Click Done.
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