Business Case- The business requirement was to build a custom business process flow over the lead entity and the lead must be qualified before the process end.
Implementation-
Step 1- Create a business process flow on a lead entity.
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Step 2- Add the stages & data steps according to the guided flow to the users
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Step 3- Add a workflow and set the trigger on State Entry.
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Step 4 - Create a real-time workflow
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Step 5 - Add the workflow condition
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Step 6 – Set the status messages
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Step 7 - Activate the workflow and update the Business process flow.
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Result-
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Happy learning!!
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