Open Workflows

Creation date: 6/10/2026 1:31 PM    Updated: 6/10/2026 1:55 PM

Overview

This article helps you open workflow configuration. You may need this when you want to create, edit, review, or monitor workflows.

Before you begin

  • You need access to Config.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Workflows.
  4. Click Installed Workflows to review saved workflows.
  5. Click Audit Log to review workflow execution history.

Troubleshooting

  • If you do not see Workflows, then your role may not include workflow access.
Onboarding, setup, org-level config