ProcessComposer:
Workflow, Supercharged

ProcessComposer automates your business life.

Create supercharged workflows

ProcessComposer allow users familiar with Salesforce.com to create and modify simple or complex processes while visualizing the flow of the steps and the roles, users, queues, etc. to which they’re assigned. While it allows users to build, modify, organize and visualize processes, the core ProcessComposer engine is more powerful and dynamic than native workflow. For example, steps can be driven by events and grouped in stages and set to recur at specified intervals, unlike native workflow. It 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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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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MULTI-OBJECT PROCESS SUPPORT
Write a process against Campaigns, Cases, Leads and Opportunities
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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.

PRICING

FEATURES:
D C B A
FLEXIBLE SECURITY MODEL
Ability to create processes without Administrator rights
check check check check
CUSTOM OBJECT PROCESS SUPPORT
Write a process against any custom object
check check check check
CASCADING STEPS
One step can initiate one or more other steps
check check check check
EVENT-DRIVEN STEPS
Steps can be tied to events on Salesforce® calendar with step due dates dynamically related to meeting date
check check check check
AUTOMATIC PROCESS INITIATION
Any process can be set to initiate when an Account, Contact or Event is created or updated
check check check check
CURRENT STATUS OF AN INITIATED PROCESS
See a visual diagram of process as it executes
check check check check
SET ANY STEP FIELD AT PROCESS CREATION
Pre-set any step field at step template creation
check check check check
ROLE-BASED STEP ASSIGNMENT
Assign steps based on account-level role assignments
check check check check
PROCESS CLONE
Clone all aspects of a process for re-use
check check check check
PROCESS EXPORT CAPABILITIES
Import and export processes between organizations
check check check check
EMAIL ALERTS
Steps can send out email alerts to Accounts and Users
check check check
RECURRING PROCESSES
Any process can be setup to initiate on a recurring basis
check check check
STAGING
A step will not be created until multiple predecessor steps are completed
check check
INPUT DEPENDENCIES
A step within a process can be set to create only under certain conditions
check check
CUSTOM OBJECTS STEPS
A single process can create entries to multiple other objects
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NEW PROCESS AS A STEP
Invoke a process from a process
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FIELD UPDATES check
SUPPORT IS INCLUDED WITH 10 OR MORE USERS. $10 $15 $20 $25