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            Prepare to Configure a Life Sciences Workflow

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Step 1: Outline the Workflow

            Identify the business process that you want to automate and break down the workflow into logical steps or stages. For example, a common Inquiry process can include stages such as New, Working, Escalated, and Closed.

            Step 2: Define Workflow Objects and Permissions

            Identify the parent object that you want the workflow to run on, and any related objects. Determine the permissions users need to create, edit, or delete parent or child records at each stage in the object's workflow.

            Step 3: Identify the Workflow's Controlling Picklist Field

            Identify the picklist field on the workflow object that controls the stages in the workflow. The values assigned to this controlling picklist field determine the stages that appear in the workflow builder. If Salesforce manages the picklist values for that field, you can't add new values, which means you can't add new stages to the workflow.

            Tip
            Tip We recommend setting the controlling picklist field to read-only on the page layout to prevent users from editing the field directly and bypassing the workflow.

            Step 4: Identify Fields for Workflow Conditions

            Each workflow stage operation includes conditions that must be met so that users can work with records and take actions. Identify the fields on the parent object or related objects that are required to set up these conditions.

            Step 5: Plan Actions for Each Workflow Stage

            Workflow actions can update records, launch a platform event, invoke a Lightning web component, or open a custom URL. Outline the actions that you want to make available to users at each stage in the workflow. This way, you can identify the record fields or other components that the actions use or update.

            Step 6: Consider Validation Rules and Checklists

            Validation rules and checklists help you maintain data integrity and enforce business rules. For validation rules, consider what conditions must be met for a record to move to the next stage in the workflow. For checklists, identify any necessary steps that you want to outline for users so that they know how to move a record to the next stage.

             
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