Multi-step workflows and multi-object components
Key Takeaway
Create a workflow action first, in the Admin Console under Workflow Configuration > Workflow Actions. After that, define the workflow path and assign the action as a stage operation action on each stage where users need it.
Agentforce Life Sciences gives consultants two configurable tools to simplify field-team work. Life Sciences Customer Engagement workflows move a record through defined stages and control what users can see and do at each stage. Multi-object components put fields from several related objects onto one record page, so users can create, edit, and view related data in one place instead of moving between pages.
What Life Sciences Customer Engagement workflows do
Life Sciences Customer Engagement workflows automate a business process and guide users through it in clear steps. At each step, you configure permissions and available actions based on the user's context and role. You can also add custom validations and provide checklists. The workflows are supported both online and offline in the Life Sciences Cloud mobile app.
Custom scripts are supported on desktop and both online and offline in the Life Sciences Cloud mobile app.