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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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create a workflow: Manage Flows
To execute a flow: Run Flows
Note
Note When you turn on Workflows, the Basic Approval Request workflow is automatically available in your workspace. The feature includes flows that are ready to use.

To launch a workflow:

  1. In Lightning Experience, from the App Launcher, open the Digital Experiences app (previously named Salesforce CMS).
  2. Open an enhanced CMS workspace and select a content item. Workflows appear on the content details page.
  3. From the dropdown list, select a workflow and click Start.
Note
Note You can’t cancel a running workflow from your CMS workspace.

The example workflow uses the Content Author and Content Manager roles to automatically assign workflow steps to the users assigned to those roles. To learn more about roles in Salesforce CMS, see Role-Based Access in Salesforce CMS.

See Also