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  • Writer's pictureGirijesh Dixit

How to restrict the BPF Stage progress? If the lead is not qualified

Business Case- The business requirement was to build a custom business process flow over the lead entity and the lead must be qualified before the process end.


Step 1- Create a business process flow on a lead entity.

Step 2- Add the stages & data steps according to the guided flow to the users

Step 3- Add a workflow and set the trigger on State Entry.

Step 4 - Create a real-time workflow

Step 5 - Add the workflow condition

Step 6 – Set the status messages

Step 7 - Activate the workflow and update the Business process flow.


Happy learning!!


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