With Swantide's Workflow Templates, you can easily customize and deploy Salesforce Workflows to meet different use cases that your company needs. You'll also have the ability to track the Workflows that exist in your environment and what they accomplish.
To create a Workflow using our Workflow templates, follow these steps:
Navigate to app.swantide.com/workflows, or select "Workflows" from the drop-down menu under "Configuration"
Click "Create Workflow"
Select "Create from Template"
Add a Title for your Workflow
Add a Business Description for your Workflow – this description will ensure visibility for your team into the different Workflows in your environment and why they exist
Choose the pre-made and pre-tested Swantide Workflow Template
Fill out the variables
Select "Submit."
Swantide will then auto-deploy your new workflow to your environment! Note that you will always have the ability to go back and tweak the inputs in your Workflow, should these variables change.