Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Create a Stage Workflow

You can create your own Stage workflows in the CRM. Begin by writing down all the tasks and emails you want to have automated as part of your Loan Process. You should create any email templates needed that will be sent out as part of your loan process. Then follow these steps below:

*Please Note: You must by the System Administrator to create or edit workflows*
 
Part 1
 
You will need to create a new workflow for each portion of your process:
NOTE: For this example, we will create a workflow for when a Stage is set to Lead.
  • Click on Your Name (in Classic) or the Gear Icon (in Lightning) in the top right corner of the screen.
  • Click on Setup.
  • Click on Create on the left under App Setup.
  • In the left search bar, type "workflow"
  • Select Workflow Rules
    • TIP: Click the Continue button if the Understanding Workflows page shows up.
  • Click on the New Rule button.
  • Choose Contact from the Select Object pull down menu.
  • Click the Next button.
  • Enter the Rule Name for your new workflow; example: Stage - Lead.
  • In the first Field pull down menu under Rule Criteria, select Stage.
  • In the Operator pull down menu, select Equals.
  • Click the magnifying glass icon to the right of the Value box.
  • Check the box next to the status that will trigger this workflow; example: Lead.
  • Click the Insert Selected button
  • Click the Save & Next button.

Part 2

Once you have started the new workflow, you will need to add workflow actions and time triggers to schedule your tasks to be created and emails to be sent out.
 
To add a New Task to your workflow:
  • Click on the Add Workflow Action button.
  • Select New Task.
  • Enter the name of the user who will be responsible for this task into the Assigned To box.
  • Enter the Subject of the task for what you want displayed on your task list.
  • Enter the Due Date for the task.
  • Choose Rule Trigger Date plus X number of days after the workflow is triggered.
  • You can adjust the Status or Priority if needed.
  • Click the Save button.
 
To add an Email to your workflow:
  • Click on the Add Workflow Action button.
  • Select New Email Alert.
  • Enter the name of the name of the email alert in the Description box.
  • Click the magnifying glass icon to the right of the Email Template box.
  • Click on the Name of the desired Email Template.
  • In the Recipient Type Search box, select Email Field.
  • Add the desired email fields to the Selected Recipients box on the right.
  • Click the Save button.
 
To add a Time Trigger to your workflow:
  • Click on the Add Time Trigger button.
  • Enter the time frame for this Time Trigger (example: 7 days after rule trigger date).
  • Click the Save button.
  • Now you can add Tasks and Emails to this Time Trigger.
​​Related Videos:

Did you find this article helpful?