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  1. Preface
  2. Process Central
  3. Guides Overview
  4. Process Designer Tutorial
  5. For Administrators

Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Creating Guides and Processes

Creating Guides and Processes

You can create guides or processes while working in Process Designer or while working in the Salesforce Guide Designer, if you have licensed the Salesforce Managed Package.
  1. From Informatica Cloud
    , select
    Design
    Services & Processes
    to start Process Designer.
    From Salesforce
    , select
    Guide Designer
    .
  2. From the Design Home page:
  • Double-click the guide name or click
    Open
    in the toolbar to edit an existing guide or process.
  • Click
    New
    and select Guide or Process to create a new object.
You can complete the guide or process properties described in the following sections.
Note that:
  • Each guide or process has a
    Start
    step to identify its starting point.
  • For each subsequent step, you can specify properties using the
    Property Sheet
    accessible on the right side of the canvas. Open the
    Step Type Palette
    on the left side of the canvas to drag specific step types into the guide or process.
  • Each guide or process also contains an
    End
    step.

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