User Guide

10.4

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Task Types

By default, workflows are triggered when a user with the Sales Operation Analyst creates or updates a record. When a user with the Sales Operation Manager role creates or updates a record, no workflows are triggered.

The

Customer 360

default configuration includes the following tasks:

Task Type	Description
DraftState	Created when a creator creates or updates a record and chooses to keep the change in draft state.
Notification	Created when an approver approves or rejects a record.
Update	Created when an approver sends back a record for resubmission.
FinalReview	Created when a creator sends a new record or an updated record for approval.

The following steps summarize what happens when a user with the Sales Operation Analyst role creates or updates a record and a user with the Sales Operation Manager role approves the record:

Task	Task Owner	Possible Actions	Result
DraftState	Creator	Submit	Record is submitted for approval. Record is assigned to users with Sales Operation Manager role.
DraftState	Creator	Discard	Record is deleted.
FinalReview	Approver	Claim	User claims the tasks. Record appears in the task inbox of the user.
		Disclaim	Record is assigned back to users with the Sales Operation Manager role.
		Approve	Record is promoted. Notification sent to the creator.
		Reject	Record is deleted. Notification sent to the creator.
		Send Back	Record is sent back to the creator with comments.
Update	Creator	Submit for Approval	Record is resubmitted for approval. Moves to the FinalReview workflow.
Update	Creator	Cancel	Record is deleted.
Notification	Creator	OK	Close the workflow.

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Task Types

Task Types