Your CMS workspace grows and changes with time, which makes role-based workflows useful
and sometimes necessary. Workflows allow content creators to request an approval, translation,
or anything else you can dream up, directly from a content item and send that request directly
to the relevant user. The workflow captures a full audit trail of each assigned or completed
step. With workflows, you always know where you are in the process and who’s responsible for the
next step.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
Workflows are built on Flow Orchestrations and appear in your enhanced CMS workspaces.
Content authors are often responsible for creating and editing content items, but frequently
require managerial review and approval before the content can be published. Workflows appear
as a component on your CMS content items and allow content authors to automate workflows. If
users want to create unique workflows or edit existing ones, the flows are managed and
created in Flow Builder.
- Enable CMS Workflows
With workflows you can attach your approvals and other business processes directly to CMS content items. Access workflows from your content items and variants, and create a full audit trail that you can refer to later. Workflows and Approvals are automatically turned on in all CMS enhanced workspaces.
- Building Blocks of a CMS Workflow
CMS workflows are built on Flow Orchestrations that use common flow and orchestration elements in addition to process and step types that are unique to CMS.
- Use Workflows in CMS
Workflows are built on Flow Orchestration and with them you can create processes that are attached to CMS content items. From a content item, launch a ready to use flow such as an approval, a translation, or another process that you can create from scratch. Modify workflows in Flow Builder and create multiple, selectable workflows for various use cases.
- Anatomy of the Basic Approval Request Workflow
Workflows and approvals are built using Flow Orchestration technology. Salesforce Flow Orchestration was created so you can quickly create sophisticated, multi-user, multi-step automated business processes without code. Enhanced CMS workspaces include a pre-existing approval workflow that you can use to get started.
