Wednesday, 23 September 2015

Scope of the Workflow in CRM

Hi,
 
Today, I got a question from one of the fresher who started working in CRM on the Scope of the workflow in CRM.
 
User - the Workflow will exclusively run on records with the same owner as the Workflow.

Business Unit- the Workflow will exclusively run on records owned by any user in the same Business Unit as the owner of the Workflow.

Parent: Child Business Units- the Workflow will exclusively run on records owned by any user in the same Business Unit or Child Business Units.

Organization - the Workflow will run on records owned by any user.

Hope this helps.

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Happy CRM'ing
Gopinath

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