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Create workflows inside Salesforce

Adding workflows helps in automating your sales process and managing it more efficiently. You can set up the workflow enrollment triggers by specifying a criteria or action. It will automatically trigger automation when the user meets the specific criteria.

Here's brief walkthrough video on how to create workflows inside Salesforce,

To create a workflow: 

  1. Log-in to Salesforce using your existing credentials.

  2. Click on Setup at the top right corner.

  1. From the left side menu, click on Process Automation > Workflow Rules

  1. Click on New Rule.

  1. Select the Object as Video-Hippo Video from the drop-down and click Next.

  2. Enter the rule name and select the rule criteria.

  1. Here for example, select Video-Hippo Video:Avg Watch Percentage; greater than; 70.

  2. Click Save & Next at the top right.

  1. Now, click on the Add Workflow Action drop-down list and select New Email Alert.

  1. Fill in details and click on Save.

  2. In the following screen, click on Done.

  1. Finally, click on Activate to activate the workflow rule. 

To check out other topics related to this integration.

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