Name
The display name of the workflow. Choose a clear, descriptive name so it’s easy to identify (e.g., “Auto Update CRM” or “Weekly AE Report”).
Owner
The user responsible for this workflow.
Required to enable Error Alerts.
Ensures accountability and a clear point of contact if something fails.
Workflow Enabled
Toggle to turn the workflow on or off.
Enabled - The workflow will run when its trigger fires.
Disabled - The workflow will remain inactive until re-enabled.
Error Alerts
Notifications that are sent when a workflow run fails.
Alerts are only enabled if an Owner is selected.
Error alerts help you quickly resolve misconfigurations or system issues.
Assigned Teams
Restrict which teams can access and manage this workflow.
Only users in the assigned team(s) can view and edit.
Helps keep workflows organized and scoped correctly.
✅ Best Practices
Always assign an Owner so error alerts are active.
Use team assignments to prevent workflows from being edited by the wrong group.
Keep workflow names short but descriptive for easier searching.