Steps to Create a Workflow
Open Workflow Builder
Navigate to "Manage Workflows" in Swantide and click Create Custom Workflow.
Fill in the Workflow Details
You’ll see a form with several fields:
Workflow Definition Name
Required. Give the workflow a clear, descriptive name so it’s easy to recognize later.
Example: “Renewal Flow for Opportunities”Workflow Definition Description
Required. Write a short explanation of what the workflow does. This helps others understand its purpose quickly.
Example: “Automatically creates renewal opportunities 90 days before close date.”Custom Workflow Tags
Optional. Use tags to organize workflows by category or purpose. This makes searching and sorting easier.
Example: “renewals,” “opportunity,” "saas"Related Custom Workflow Help URL
Add a link to supporting documentation if you have one. This could be an internal wiki page, notion, google doc, or a help article that explains the workflow in more detail. It will be displayed in an info icon for the deployer after publishingAllow Multiple Instantiation/Deployments
This checkbox controls whether a workflow can be deployed more than once in the same Salesforce org. Please see below for additional information
Note: you can always go back and update this information later on if needed.
Click Create Custom Workflow
After you've filled out your information, click "Create Custom Workflow" to begin building out the Workflow's metadata and variable components.
About “Allow Multiple Instantiation/Deployments”
This setting controls whether a Workflow can be deployed more than once in a Salesforce org.
Leave it unchecked if the workflow is something that should only exist once in Salesforce.
Example: A Renewal Flow that generates renewal opportunities only needs to be deployed once. Running it multiple times would cause duplicates or conflicts.Check the box if the workflow is a reusable template that can be applied in multiple places.
Example: A workflow that stamps a timestamp when a picklist field changes can be useful across many different picklist fields, so multiple deployments make sense.
Quick rule:
Single solution → leave it unchecked
Reusable template → check the box
Tip: Use clear names, write meaningful descriptions, and add tags whenever possible. It makes workflows easier to manage and share across your team.