Creating Workflow

Creating Workflow

1. Select Settings and Processes
   
   
   
   
2. Click New
   
   
   
   
   
3. Begin Create Process wizard by selecting entity and clicking OK
   
   
   
   
4. Click Scope dropdown and select Organization
   
   
   
   
5. Select Record Field Change
   
   
   
   
6. Select Record Field associated with process
   
   
   
   
7. Select Add Step and Create Record
   
   
   
   
8. Click Create drop down and select Text Message
   
   
   
   
9. Insert Subject title and click on “To” field and then select Contact from the “Look for” dropdown
   
   
   
   
10. Create message and include dynamic content (optional) from same “Look for” field, then click Save and Close
    
    
    
    
11. Add Step and select Change Status
    
    
    
    
12. Select Create (Text Message) and change to Sent, click Save and Activate