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