Advanced Functionality with Step Creation Conditions

Assignee Types for Process Steps

Configuring Closed Status Values

Add Managed Clause Bundles

Step for Adding a Managed Clause

Creating a Step that Creates a Record

Creating a Step that Generates a Document

Create a Step that Posts to Chatter

Creating a Step that Sends an Email

Creating a Step to Update Records

Creating a Step with an Event Placeholder

Creating a Step with an API Callout

Creating a Step with Robotic Process Automation

Delayed Steps

Managing the Status of a Step with an Approval

Managing the Status of a Step with a Checklist

Step Creation Conditions

Step Field Validations

About Process Steps

Process Tasks vs. Tasks (Salesforce Activity)

Step Configuration for Calling an Approval Process

Platform Event Step Creation