Salesforce Features
Workflow
Relational Business Rules
Formula-Based Rules that Span the Relational Data Model
All Editions
- Create powerful cross-object validation rules
- Incorporate relational criteria into workflow and approval rules
- Route cases for assignment based on account and contact fields
Relational business rules increase the power of formula-based logic available to Salesforce administrators. With this new feature in Winter ’08, you can define custom business logic that harnesses the power of the relational data model by referencing fields across parent-child relationships.
Assignment and Escalation Formulas
Faster, More Compact, More Powerful Rules
Professional, Enterprise, and Unlimited Editions
• Easily create sophisticated assignment, escalation, and auto-response rules
• Reduce the total number of required rules
With Summer ’07, you can more efficiently write case assignment and escalation scenarios. With new logic and formulas, you have the flexibility to easily create sophisticated rules. This expanded logic allows you to reduce the number of rules needed by an order of magnitude, greatly improving system performance and simplifying debugging.
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.
Time-Based Workflow
Ensure Your Business Processes Stay on Track
- Streamline business processes with additional workflow capabilities
- Improve productivity with new workflow triggers
With Spring ’07, new workflow functionality allows you to automate and manage your business processes with greater efficiency. In the new release, the Apex platform can trigger workflow based on time—either a time that has passed or a time that is approaching. Time-dependent actions can be based on any date/date time field on a record. In addition, you can use the new time-based workflow functionality along with field update functionality from the Winter ’07 release to automate and manage your business processes with new levels of efficiency.
This feature is
available in Enterprise and Unlimited Editions.
This feature is enabled by default.
Email Approvals
Approve Requests Right from Your Inbox
This feature is available in Enterprise and Unlimited Editions.
- Instantly approve or reject items without leaving your inbox
- Improve communication by adding comments to approvals
With the last release (Winter ’07), salesforce.com pushed the envelope on business process enablement in an on-demand environment with powerful new features for workflow and approvals. Spring ’07 brings additional approval functionality with the ability to approve or reject requests and even add comments by email, an especially useful feature for heavy users of BlackBerries and other mobile email devices.
This feature is disabled by default but can be enabled by the organization’s salesforce.com administrator.
Workflow and Approvals
On-Demand Workflow to Power All Your Processes
- Automate all your business processes
- Run your entire business with greater efficiency
- Improve accountability and response time
- Integrate across multiple systems with real-time messaging
With Winter ’07, Apex
pushes the envelope on business process enablement in an on-demand environment.
Your workflow rules can now act on records and change field values, enabling
new levels of process automation, control, and consistency. Workflow also
supports outbound messages to enable real-time
integration to external systems. Winter ’07 introduces a flexible approvals
engine, which allows you to build single-step or multistep approval processes
on virtually any standard or custom object.
This feature is
available in Enterprise and Unlimited Editions.
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.
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.
