Intake Visual Workflow

• One way to perform intake is by using the Intake Visual Workflow. This is accessed on the Opportunity page, when clicking the “Launch Intake” button.

• This page will need to be fleshed out, but for now here’s info about how to edit the Visual Workflow.

• In SalesForce, click “Setup” on the top bar
• On the left side navigate to Build -> Create -> Workflow & Approvals -> Flows
• From here, select Preservation Intake
• All of the earlier versions of the Visual Workflow are available on this page.
• To edit a workflow press Open
• If you make any changes please press Save As so that it can be tested before going into production