Select the objects to be used by Work-Relay?
Settings
Click the Setup tab and add the objects needed.
Preparing an object for Work-Relay
See here.
Documentation (OLD) (copy)
Topics
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1. Getting Started 4
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3. Build your first project flow 1
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9. Flow Testing 1
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11. Reporting and Dashboards 4
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12. Form Builder 4
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13. How do I ...? 9
- 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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15. Useful Salesforce Tips 2
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