Summary

In this chapter, you were introduced to classic workflows, how they are created, and how the workflow editor is used. You should now understand processes, their capabilities, and how they are executed and monitored.

You will be able to create classic workflows, using triggers, conditions, and steps, to automate repetitive processes, create and update records, and to send emails.

In the next chapter, we will learn how to import and export data using the features of the Common Data Service.