---
schema_version: "1"
id: b179a1503f9b4ae88ce9ddf3daa1b2cdf255e3f7b114fcc687f48a225bb31212
title: Create a Consumer Goods Cloud Workflow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_workflow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_workflow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: acf7a802a427f35a726755a49beeffc947b3d3c004eb947690ef4c06c7192310
description: Workflow is the lifecycle of a business process and is used in order entry, tasks, customer tasks, customer contracts, contract payments, daily reports, tours, and users.
products:
  - Consumer Goods
release: "264"
---
# Create a Consumer Goods Cloud Workflow

Workflow is the lifecycle of a business process and is used in order entry, tasks, customer tasks, customer contracts, contract payments, daily reports, tours, and users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d30414e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30414e64 ">To create workflows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30414e64 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

          </tr>
        </tbody>
      </table>

Here’s the workflow of daily reports.

![Workflow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_re_workflow.png)

1. From App Launcher, find and select **Workflows**, and then click **New**.
2. Enter a name.
3. Select a usage:
    
    - Promotion
    - Activity
    - Customer Tasks
    - Daily Reports
    - Contract Payments
    - Order Entry
4. Select a sales org.
5. Enter a description for the workflow.
6. Save your changes:

- **[Add a Stage Transition to a Consumer Goods Cloud Workflow](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_workflow_state_transition.htm&release=264.0.0&type=5)**  
    A business object can have various stages. Workflow stages change when a business object changes stage. You can restrict a user from changing the stage of a business object.