Set up Steps After Installing Workflow for Pro Suite Edition

Important Notes Before Installation

• Do not use Safari during the setup process. Safari does not provide access to some key pages needed for setup. 

• Preferred Browser:  Chrome

• If you insist on using Safari, You need to uncheck: Website tracking - prevent cross - site tracker under Privacy settings in the safari browser.

Once you've received the "Installation Complete" email notification, go back into Salesforce and do the following: 

1. In the upper right navigation go to Setup 
2. Next, move over to the the left navigation and in the "Quick Find" window search for "Custom Settings"
3. Click on "Manage" next to "Workflow Setting"
4. Click on "Workflow Global Setting"
5. From the "Workflow Setting Detail" page, click on "Edit" 

Configure Workflow Settings

1. In the settings, you’ll find options grouped into three categories, each with two available choices. Note: You cannot select both options within a category. Choose either Auto Complete or Pick List as appropriate for your organizational needs:

   • Email Template:

     • Email Template Auto Complete: Select this option if your Salesforce organization more than 150 "Classic" email templates.

     • Email Template Picklist: Select this option if your Salesforce organization has less than 150 "Classic" email templates.

   • Field Updates:

     • Field Update Auto Complete: Select this option if you have objects with more than 200 custom fields.

     • Field Update Picklist: Select this option if your objects have less than 200 custom fields.

   • New Record Settings:

     • Create New Records Auto Complete: Select this option if your Salesforce organization has more than 50 Custom Objects

     • Create New Records Picklist: Select this option if your Salesforce organization has less than 50 Custom Objects

Use "Execute Now" During Testing

Selecting Execute Now displays a button on the Workflow page. Use this button exclusively during the testing phase of creating workflow rules. When clicked, it immediately triggers the associated workflow rule, allowing you to test without waiting for the scheduled run.

Workflow Splash Page Settings

This setting manages the workflow rule tips splash page. Selecting Turn Off Workflow Splash Page hides this page.

Workflow Setup Tab

Once the above steps are completed, navigate to the Workflow Setup Tab in the Workflow App. This page contains two sections:

1. Workflow Setup:

   • Use this section to manage the Workflow Engine.

   • To start the engine, click Schedule (Start) Workflow.

   • To pause the engine, click Pause Workflow.

2. Create a New Record Picklist:

   • This section helps manage the objects available as picklist options when users create new records.

   • Most organizations do not need to display all objects. To clean up the picklist:

     • Click Select All to highlight all objects.

     • Deselect the objects you do not want to appear as options for creating new records.

   • This reduces clutter and ensures the picklist only displays relevant objects for Workflow Pro Suite automation.