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.
The walkthrough
- Define the audienceStart with the relevant record, business question and scope. Confirm that you have the appropriate access.
- Choose the available criteriaUse the options available in the selected app and check that the selected data or responsibility matches your intention.
- Review the matching recordsReview the information before proceeding. Resolve missing details with the person responsible for the workflow.
- Save the segment with a clear nameConfirm the outcome in the relevant record or view. Share it only with the appropriate audience.
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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