Most business processes can be modeled with our point-and-click workflow and approvals engine. You can use our easy-to-follow wizards to set up rules to send out email alerts, assign tasks, and send outbound messages to other systems.

Workflow

A workflow is an action that is triggered by inserting or changing a data record. A workflow can trigger a task, email alert, update a data field, or send a message. A workflow can be triggered immediately or you can set it to begin at a designated time after the triggered event. These outbound messages are one of the ways you can send information from your Force.com environment to external data stores and applications.

Approvals

A specialized type of workflow called an “approval” can route information to a series of people, each of whom can approve or decline the information and then send it on to the next step in the process.

Rules

You can use various criteria to determine when a workflow is triggered. In addition, you can use rules to validate data and enforce business logic when a user is entering data. You can use formulas to perform calculations or to fill out other data based on user-defined entries.

Monitoring and queuing

Time-based workflows are placed into a queue that can be easily monitored from the administrative console. Creating transparency in business processes makes it easy to maintain an audit trail and keep tasks from falling through the cracks.  

Tasks and alerts

It’s easy to alert people when their participation is required in a business process. Whether it’s to approve a PO or implement a request, alerts are sent via email and can be assigned as a Task in Force.com.  

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