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A utility that you can create allows users to create object Records. A wizard guides the user through pages of questions and instructions, and, if you have a Template associated with the wizard, automatically enters values into the correct fields. A wizard can even do actions such as automatically creating related records, performing calculations, and other automated actions.


Workflow is a sequence of activities within an organization to produce a final outcome.

For example, in a financial setting, a request to delete an account might be automatically routed from a financial officer to accounting manager to accounting director for approval and back to the officer for processing.

At each stage in the workflow, one User or Group is responsible for a specific operation. After the operation is complete, TeamConnect ensures that the users responsible for the next operation are notified and receive the data they need to execute their stage of the process.

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