RESOURCES

RESOURCE LIBRARY

CASE STUDIES

Getting Started With Salesforce

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5 Ideas for Creating CRM Raving Fans

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Lonely Training Manual Looking for New Life

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The Magic of Transparency

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Why Workflow?

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VIDEO LIBRARY

Build Your Processes Visually
Build and view your process on the same screen. Easily add and edit steps while visualizing the entire process.

ProcessComposer  – A Short Demo
Running a process with ProcessComposer. Start here to learn more about ProcessComposer.

PCE-Definition Initiators
An Initiator is a data-driven trigger for a defined process. It kicks off a new process automatically when something you ask it to watch changes. ProcessComposer now monitors accounts and contacts for changes that meet your criteria and automatically kicks off processes for you. Check out the additional videos on Record Match Initiators.

ProcessComposer Long Demo
A more detailed demonstration of setting up a process definition with ProcessComposer in Salesforce Classic.

Record Match Initiators – Daily Check
Use Initiators to kick off processes on matching records automatically with daily monitoring. Client birthdays a week from now? Set up an initiator and kick off your birthday process automatically.

Record Match Initiators – Button Click
PCE-Definition Initiators that go beyond update or creation of a record. Now, use them to kick off processes on matching records automatically with a simple button click or daily monitoring. Client birthdays coming up in the next 7 days? Tier A clients due for a gift? Prospects need a phone call? Set up an initiator and kick these off in bulk.

Step Field Dependencies
Here, we discuss using field dependencies with your steps and how they’re used to add logic and branching to your business processes.

Staging, Ignorable and Deletable Steps
Here we take a look at staging, setting steps in a stage as Ignorable in Stage Completion and how this works in a process. We also discuss ‘Deletable’ steps.

Process Decision Tree: Criteria vs. Unique Page Layout/Record Type
Illustrates how to decide between creating a process using a unique page layout and record type, versus using a ‘global’ record type with multiple processes that execute based on set criteria.

Process: Event-Driven Steps
Powerful functionality – generating steps around events. Automatically generate tasks that occur before and after a scheduled calendar event. Due dates for your steps adjust automatically if you reschedule.

Define a Process on an Opportunity
Set up a ProcessComposer process using an Opportunity object. The principles in this example also apply when using Leads, Cases and Campaigns as your process object.

Recurring Processes
Set up recurring business processes – kick off processes automatically at regular intervals.

VIDEOS – WEBINARS & RELEASE NOTES

Version 10 Release Preview
Check out the great new enhancements in Version 10, including Field Update Steps, Delayed Step Creation, a new SendGrid Integration for marketing automation-lite processes, and more.

Webinar – Creating Automatic Processes
We present some ideas for creating automatic processes. We discuss using a web form to kick off a new Lead process, Recurring processes for annual compliance tasks, scheduling a meeting to start a process and use cases for record match initiators to kick off processes in bulk. Also, some fun with Document Merge and Webservice Callout steps.

Version 9 Release Webinar
Walk through the new features from the version 9 release.

ProcessComposer Release Video – Version 7
We’ve added a host of new features in version 7. Find out about Email Alerts and several others here!

ProcessComposer Release Video – Version 6
Check out features released in version 6.

RELEASE NOTES

Version 9.0
Version 8.0 (PDF)
Version 7.0 (PDF)
Version 6.0 (PDF)
Version 5.0 (PDF)
Version 4.0 (PDF)
Version 3.0 (PDF)
Version 2.18 (PDF)

FAQ

Why can’t I just use the native workflow engine?

As the complexity of your processes increase, the ability to effectively use the native workflow engine decreases. The native workflow engine is good for one-off, simple tasks. ProcessComposer supports complex, hierarchical, decision-based processes. It simplifies the creation process and helps you focus on each process.

Doesn’t Flow do the same thing?

Flow is useful for gathering data and guiding someone to the right place and is somewhat of a help wizard. Flow does not support a long-running process that has multiple dependent steps that need to happen in a specific order. You can, however, combine Flow with the power of ProcessComposer. Flow can guide the user to the right process while gathering the necessary information. It can then hand off processing to ProcessComposer which will route the work to the necessary people as it executes the process you’ve defined.

Do I have to write custom code? Do I need a programmer?

Absolutely not! Anyone with business analyst-type abilities can create processes within ProcessComposer. If you understand how to use Salesforce and you understand process you will understand ProcessComposer. No programming is necessary. If you want to create a highly customized system you can leverage a programmer to take it to the next level, but that is optional.

How does licensing work?

Licensing is done on a per user/per month model, and is feature-based. If you would like access to our support team there is a 10 user minimum at any price point. We consider a user to be anyone that does one or more of the following tasks: creates process templates, executes processes, or is assigned work by a process. Generally, most of your users will need a license.

Do you have support?

Yes. As long as you purchase a minimum of 10 users you can either email our email hidden; JavaScript is required or call us at 877-259-6083.

What skillset is needed to create processes?

Business Analyst skills are all that is necessary to create processes. If you understand your business and can map out a process then you can use ProcessComposer. In fact, once you have your process on paper, getting it into ProcessComposer is the easy part. The user interface matches the Salesforce user interface so it is very comfortable to start using ProcessComposer.

How will this make me more efficient?

Creating standardized processes that can be used across your organization is the key to gaining efficiency. If you can get all users in your organization moving in the same direction and on the same page, you reduce complexity. Taking your best practices from your best employees and embedding that in your CRM creates efficiency. ProcessComposer can take your employee manual and bring action to it. It can guide employees down the path they should be following. It helps people from needing to keep the process in their head and frees them to focus on their job.

How do I get my users on board?

If you’re not already on our email listplease email our email hidden; JavaScript is required. You’ll receive product updates, newsletters and webinar invitations with helpful ideas for employee adoption, engagement, and other success stories.

What kind of reporting can I do?

ProcessComposer is a native application on the Force.com platform. What this means for you is that you have all the power of Salesforce reporting and dashboards. The possibilities are somewhat endless. Want to see all of the processes in motion right now–we can do that. Want to see how many processes were completed last year–we can do that. Want to see how individual tasks have been distributed across your user base–we can do that.