Installing Salesforce Workflow Templates
Salesforce Workflow templates are a collection of Salesforce artifacts that are used to assist in configuring customer workflow during the on-boarding process. Salesforce artifacts are installed and deployed as an unmanaged package. Unmanaged packages are installed like the managed packages.
Note: The Workflow templates are used as-is, but some of the templates must be modified as according to the customer use case requirements.
Note: Artifacts must be modified within Sandbox and then deployed to the production org. They cannot be modified directly in the production org.
After the Workflow Templates are installed, you can modify the artifacts depending upon the artifacts type.
To modify a Salesforce artifact
Salesforce artifacts such as Objects, Apex Triggers, and Apex Classes are modified using the following steps:
• Adding fields to Objects:
– Go to Setup > Create > Objects
• Modifying Apex Triggers:
– Go to Setup > Develop > Apex Triggers
• Modifying Apex Classes:
– Go to Setup > Develop > Apex Classes
Last modified date: 12/14/2021