Salesforce Features
Workflow on Custom Objects
Control and consistency of your internal business processes is crucial
to operational efficiency. Workflow capabilities in Salesforce such as
dynamic task creation and assignment already help enforce sales,
service, and marketing processes. In Winter ’06, that same workflow
functionality is now available to automate other business processes
that companies have incorporated into Salesforce custom objects.
This feature is available in Enterprise and Unlimited Editions.
Training and Documentation
Application Quick Links
Feature Details
- Workflow Rules: Workflow rules can trigger actions on custom objects, just like standard objects.
- Task Creation and Assignment: Defined activity on a custom object can trigger the creation and assignment of tasks in Salesforce.
- Customizable Task Templates: Templates populated with standard data can be pre-defined to ensure prompt follow-through.
- Workflow Triggering Option: Want to send an email notification whenever a record in a custom object is modified? By popular demand, Winter ’06 allows the addition of workflow rules that are triggered by every update (for custom as well as standard objects).
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