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An automation task can be as simple as modifying a field value, sending an email, executing a mail an email merge or it can be as complex as 10 simple actions executed one after the other based on certain parameters.
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When an automation runs, a log is created to provide additional tool for monitoring processes. Logs can be viewed on Activities > All Logs and activity type is Process Logs.
Steps to
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Setup an
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Automated Process
2. Create an automation setup/task
If Automation Type is Scheduled Automation then you also need to Create a Saved Seach.
3. Call the action by defining step/s
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