X - Salesforce Features
Intelligent Workflow
Magnify the Power of Workflow Rules
Enterprise and Unlimited Editions
- Add sophisticated logic to your workflow rules
- Automate more of your business processes
- Run your entire business with greater efficiency
Unleash the full power of workflow and approvals with Summer ’07. With the new ability to incorporate formulas in workflow rules and approval processes, you can create powerful new rules that match even your complex business processes around lead assignment, automated response, email alerts, case escalation, case assignment, approvals, and much more. You can write for a greater variety of business scenarios, increasing your flexibility and efficiency.
Training and Documentation
- Release Notes: Approval Process Enhancements
- Release Notes: Workflow Rules
- Getting Started with Flexible Approvals (Online Presentation)
Feature Details
- Workflow and Approval Formulas: Use powerful logic formulas in workflow to create more sophisticated processes. For example, use formulas such as ISCHANGED and PRIORVALUE to build workflow rules that can be used to track changes to field values. With these formulas you could generate an email notification for the appropriate sales executive when the owner of a large account is changed, for example.
- Dynamic Email Recipients: Automatically send personalized emails to any contact or user related to the record or even any email field on the record. For example, you could create a notification rule that sends a survey email to the case contact seven days after a case is closed.
- User-Threshold-Based Approval Processes: Use formulas in approval process steps to build user-threshold-based approval processes. For example, you could build a discount approval process that automatically navigates your discount approval hierarchy and routes to another level based on a discount threshold at each level.
- Skip Approval Step: Build flexible, multistep approval processes where approval steps can be conditionally executed or skipped. For example, you could create a single campaign budget approval process where all campaigns are routed through a two-step process if the amount is less than $25,000 and through a three-step process for all campaigns budgeted over $25,000.
- Record-Owner-Approval Hierarchies: With Summer ’07, approval processes can be configured to route requests using the hierarchy of the record owner, irrespective of who submitted the record for approval.
- Time-Based Workflow in Hours: User time-based workflow rules to take pro-active actions with a granularity of just hours. For example, send email reminders to your marketing managers if a lead is in the assigned queue for more than 12 hours.
Note: This feature is enabled by default.
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