Draft learning content. Validate the precise steps, permissions and available fields against the released app before publishing.
Before you begin
Confirm the app and workflow are part of your agreed scope. Use an appropriate role and a test record while learning. Screen labels and available actions may differ by configuration.
Setup checklist
- Define the operating scopeConfirm who will use the app, which workflows are in scope and who owns the configuration.
- Prepare the workspaceReview the team structure, record types and access requirements with the implementation team.
- Walk through one complete workflowUse a test record to validate the workflow from entry to the intended outcome.
- Confirm the reporting viewAgree on the measures and views the team will use to review progress.
Check the outcome
Review the resulting record or view. Confirm that ownership, access and next steps match the intended workflow. Raise product-specific questions through your account support path.
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