We can test our entity form designs and fields that we have created. We can start capturing training request information by creating a new training request record by navigating to TRAINING SOLUTION | Training Requests.
Perform the following steps to test a training solution:
Create a Training Request record and enter the following details. As we are creating a request for a new client we won't be selecting Existing Client? and Existing Contact?.
We will see the default business process flow while creating a record. Business process flows help us to implement a guided approach to following any business-specific process flow. We have not yet modified business process flows (we will be working with these in detail in the next chapter).
After completing the required fields, click on the Save button and then click on the Qualify button over the command bar.
This action will create a...