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Workflow / Process Automation - Coggle Diagram
Workflow / Process Automation
Order of Execution
Auto Response
Workflow
TASKS
EMAIL
FIELD UPDATE
OUTBOUND
Assignment Rules
Process
Validation
Escalation
Process Builder
Evaluation Criteria
Rule Criteria
Actions
Time Triggers
Task
Email Alerts
Field Update
Outbound Messages
Evaluation
When a record is created
When a record is created & every time it's edited
When a record is created and edited to meet criteria
Rule Criteria
Criteria met
Formulas
Tasks
Emails
Approval Process
TEFO