Work-Relay Documentation
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1. Getting Started
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2. Build Your First Recurring Flow
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3. Build your first project flow
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4. Flow Builder
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5. Flow Steps
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6. Flow Connectors
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7. Flow Actions
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8. Flow Execution
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9. Flow Testing
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10. Project Flows
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11. Reporting and Dashboards
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12. Form Builder
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13. How do I ...?
- 13.1 Manage a flow with many steps?
- 13.2 Select the objects to be used by Work-Relay?
- 13.3 Trigger a flow?
- 13.4 Start a new flow instance?
- 13.5 Delay the execution of a Step?
- 13.6 Sum a numeric field across multiple records?
- 13.7 Associate a form with a step?
- 13.8 Know when it is my turn to start a step?
- 13.9 Proceed a step from an external program?
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14. Tips and Tricks
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15. Useful Salesforce Tips
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16. Troubleshooting