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            CMS Workflows and Approvals

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            CMS Workflows and Approvals

            Your CMS workspace grows and changes with time, which makes role-based workflows useful and sometimes necessary. Workflows allow content creators to request an approval, translation, or anything else you can dream up, directly from a content item and send that request directly to the relevant user. The workflow captures a full audit trail of each assigned or completed step. With workflows, you always know where you are in the process and who’s responsible for the next step.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Workflows are built on Flow Orchestrations and appear in your enhanced CMS workspaces. Content authors are often responsible for creating and editing content items, but frequently require managerial review and approval before the content can be published. Workflows appear as a component on your CMS content items and allow content authors to automate workflows. If users want to create unique workflows or edit existing ones, the flows are managed and created in Flow Builder.

            • Enable CMS Workflows
              With workflows you can attach your approvals and other business processes directly to CMS content items. Access workflows from your content items and variants, and create a full audit trail that you can refer to later. Workflows and Approvals are automatically turned on in all CMS enhanced workspaces.
            • Building Blocks of a CMS Workflow
              CMS workflows are built on Flow Orchestrations that use common flow and orchestration elements in addition to process and step types that are unique to CMS.
            • Use Workflows in CMS
              Workflows are built on Flow Orchestration and with them you can create processes that are attached to CMS content items. From a content item, launch a ready to use flow such as an approval, a translation, or another process that you can create from scratch. Modify workflows in Flow Builder and create multiple, selectable workflows for various use cases.
            • Anatomy of the Basic Approval Request Workflow
              Workflows and approvals are built using Flow Orchestration technology. Salesforce Flow Orchestration was created so you can quickly create sophisticated, multi-user, multi-step automated business processes without code. Enhanced CMS workspaces include a pre-existing approval workflow that you can use to get started.
             
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