Create New Business Processes / Modify existing processes

There are 3 steps involved in creating or modifying the existing business process flows.

In this case, I’ll be adding a sample process flow to the contact entity.

1. First step in the process is Adding the sales stage category values you need. i.e. the stage names. In the default solution, you will find an option set “processstage_category”. Add necessary values in the option set.
   
2. Creating a Business Process Flow. Go to SettingsàProcessesàBusiness Process Flows. Create New. 
   
   
3. Add the necessary stages and checks required for them.

The same can be done for OTB entities like Opportunity, Account etc. These Process flows can be controlled through security roles just like Forms.