Use workflows to route records through approval and review stages, automate application behavior, and control who can access and manage your apps.
Follow the recommended path below to build the workflow first, add automation and notifications, and then configure roles and access.
Learn how to create workflow stages, configure action buttons, and define how records move through a business process.
Use actions and triggers to automate application behavior, send workflow notifications, and manage response-time requirements.
Control who can use, design, and access applications by configuring roles, users, anonymous access, and API credentials.
Explore the complete documentation for workflow design, automation and notifications, and roles and access.