Testing the workflow

Now that we have created the workflow rule to meet the business requirement, let's do an end-to-end walk-through to make sure it is working. The first step is to activate the workflow rule. Let's see the steps for that:

  1. Navigate to the Workflow Rules screen:

  1. As shown in the preceding screenshot, click on Activate to make this workflow rule live.
  2. Then navigate to the Burlington Textiles Weaving Plant Generator opportunity:

You can observe that Stage is Negotiation/Review (1) and Delivery/Installation Status is Yet to ...

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