Salesforce Features
Workflow Automation
Salesforce provides workflow automation capabilities that you can
easily customize to better manage your organization's sales, marketing,
and service processes. The result is greater control over routine
activities and the elimination of redundant tasks.
This feature is available in enterprise editions.
Application Quick Links
Feature Details
- Workflow Rules: Create custom workflow rules with triggers based on any business event. As internal processes evolve, you can quickly and easily modify workflow rules to keep pace with your changing business needs.
- Dynamic Task Creation and Assignment: Automatically create tasks when workflow rules are triggered. Tasks are dynamically assigned to the right person based on role.
- Customizable Task Assignments: Pre-define tasks and populate them with standard data such as priority, status, and due date to ensure prompt follow-through.
You can also find details on the salesforce.com Workflow Management product feature page.
3 Comments
December 13
What is written above is all standard information. But does not reference approval processes. The link to the page was listed as approval processes.
Am I missing something?
December 13
Here is the feature detail pages that talks about approvals which are new with the Winter '07 Release
http://blogs.salesforce.com/features/2006/12/workflow_and_ap.html
January 8
If someone has experience using this feature please let me know when you have 3-45 minutes to spare. We have an offline Insetion Order Process that I'm trying to put into Salesforce and I don't know where to start. Legal and Accounting have approval steps too. Thanks