AUTOMATED, EFFICIENT WORKFLOWS THAT CAN HANDLE THE COMPLEX NEEDS OF TODAY’S BUSINESSES

Build, run and visualize complex processes using our unique automated workflow distribution engine. Create process steps from a task, custom object, checklist, scheduled event, email alert, field update, web service callout or document merge.

HOW IT WORKS

Easily configure, automate and manage large numbers of workflow steps without any coding or custom development from your Salesforce environment. Visualize the flow of the workflow steps and to whom they’re assigned, with real time status of a process when it is being executed.

HIGHLIGHTS

  • Write a process against any customer object
  • Multi object process support
  • See a visual diagram of process as it executes
  • Pre-set any step field at step template completion
  • Use native reports and dashboards for full visibility into process progress and future workload

SUPERCHARGED WORKFLOW AUTOMATION FOR SALESFORCE

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