Workflows for Life Sciences

Life Sciences Customer Engagement workflows automate your business processes and guide users through their tasks with clear steps. Configure the permissions and actions for each step of the workflow based on the users' context and role. Implement custom validations to make sure that users follow business processes, and provide checklists to help users understand how to use the workflow. These workflows are supported both online and offline in the Life Sciences Cloud mobile app.

Life Sciences workflows are purpose-built for life sciences field teams. They offer more granular control over stage-specific permissions, validations, and offline mobile support than Salesforce Flow Orchestrator and Stage Management features.

• Get Your Org Ready for Life Sciences Workflows
  Before you create a Life Sciences workflow, complete these steps.
• Understand Life Sciences Workflows
  Life Sciences Customer Engagement workflows outline the journey of an object through various stages and help you manage different statuses, actions, and record permissions. Get familiar with these terms, and understand how each part supports the overall workflow configuration.
• Prepare to Configure a Life Sciences Workflow
  Life Sciences Customer Engagement workflows are a highly customizable way to streamline work for your field teams. To make sure your workflows function as expected, review these planning steps to avoid gathering information or make decisions during setup.
• Manage Life Sciences Workflows
  To streamline your business processes, create tailored Life Sciences Customer Engagement workflows.
• Considerations for Life Sciences Workflows
  When you configure a Life Sciences workflow, keep these considerations in mind.
• Custom Scripts for Life Sciences
  Custom scripts are programmatic tools for data validation across Life Sciences Cloud for Customer Engagement on desktop and both online and offline in the Life Sciences Cloud mobile app. Custom scripts are used in Life Sciences workflow management and visit management.