Persona Based Business Flows – Implementation Overview
Follow these steps to implement this feature in your org:
- Specify the complete list of available service status transitions.
- Per each status transition, specify the list of profiles who have the permission to perform it.
Implementing Persona Based Business Flows in your org
- Configure status transition:
Please follow the steps in the guide below to define your org service life cycle – the different status transitions available to support your business flows.
- Configure profile based permissions
after you have defined the full service life cycle in the previous step, you can now indicate that certain transitions are allowed only to specific profiles.