Browse featuresWorkflow configuration and executionWorkflow configuration and executionFrom trigger configuration to execution evidence. Shared actions with feature-specific inputs and evidence.ExplanationVerified Oct 12, 2026Owner Laney Product Task sequences Configure workflow triggers and steps Inspect workflow failures and recovery Compare shared actions across features in the sequence catalog. Products and options CRM / CRM Workflows: Added by this option Applicable preparation Complete only the conditions that apply to your channels and tasks. Organization data access permissions Set organization and data permissions Workflow execution specification Configure workflow triggers and steps Define monetary conversion valuesDefine which completed-purchase amount becomes conversion value.Configure workflow triggers and stepsSet the trigger and entry filters in the Info tab, connect action and decision steps on the Flow canvas, and verify execution with one test event.