ProcessComposer:
Workflow, Supercharged

Go beyond “if-this-then-that” rules to true business process automation.

Create supercharged workflows

Create and modify simple or complex processes while visualizing the flow of the steps and to whom they’re assigned. Build, modify, organize and visualize processes, with steps driven by events, grouped in stages, set to recur at specified intervals, and more. It's a different way to think about building processes in Salesforce and is the most popular and fastest growing workflow automation tool on Salesforce’s AppExchange.

PROCESS VISUAL

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Comparative Matrix

FEATURES: PROCESS COMPOSER PROCESS BUILDER NATIVE WORKFLOW ACTION PLANS
FLEXIBLE SECURITY MODEL
Ability to create processes without Administrator rights
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CUSTOM OBJECT PROCESS SUPPORT
Write a process against any custom object
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CASCADING STEPS
One step can initiate one or more other steps
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EVENT-DRIVEN STEPS
Steps can be tied to events on Salesforce® calendar with step due dates dynamically related to meeting date
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AUTOMATIC PROCESS INITIATION
Any process can be set to initiate when an Account, Contact or Event is created or updated
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CURRENT STATUS OF AN INITIATED PROCESS
See a visual diagram of process as it executes
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SET ANY STEP FIELD AT PROCESS CREATION
Pre-set any step field at step template creation
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ROLE-BASED STEP ASSIGNMENT
Assign steps based on account-level role assignments
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PROCESS CLONE
Clone all aspects of a process for re-use
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PROCESS EXPORT CAPABILITIES
Import and export processes between organizations
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EMAIL ALERTS
Steps can send out email alerts to Accounts and Users
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FIELD UPDATES
Update fields on related records.
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MULTI-OBJECT PROCESS SUPPORT
Write a process against Campaigns, Cases, Leads and Opportunities
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RECURRING PROCESSES
Any process can be setup to initiate on a recurring basis
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STAGING
A step will not be created until multiple predecessor steps are completed
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INPUT DEPENDENCIES
A step within a process can be set to create only under certain conditions
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MULTI-OBJECT ENTRIES
A single process can create entries to multiple other objects
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STEP FIELD VALIDATIONS
Validation rules at the step level.
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STEP CHECKLISTS
Manage step completion with checklist items.
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REPORTING
Use native reports and dashboards for full visibility into process progress and future workload.
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VIDEO LIBRARY

Short Demo
A short demo of ProcessComposer capabilities.

Long Demo
Check out more advanced scenarios using ProcessComposer.

View our full video library.

CLIENT LIST AND ADVISORS

  • Aspiriant
  • Abacus
  • Foster Group
  • LPL Financial
  • Orion Advisor Services
  • TD Ameritrade
  • More…

CLIENT TESTIMONIALS

“By using ProcessComposer, we’ve been able to create a sense of organization and efficiency never before seen in our firm.”

– Angela Wright, Del Monte Group

TRIAL VERSION

Check us out on the AppExchange.

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