Workflow Automation

Streamline Processes and Speed up Response Times

Salesforce provides workflow automation capabilities that you can easily customize to better manage your organization's marketing processes. The result is greater control over routine activities and the elimination of redundant tasks.

Workflow Rules

Create custom workflow rules with triggers based on any business event. As internal processes evolve, you can quickly and easily modify workflow rules to keep pace with your changing business needs.

Approval Processes

Create simple or sophisticated, multistep approval processes to automate virtually any marketing or business process in your company, such as creative reviews, expense reports, or vacation requests.

Dynamic Task Creation and Assignment

Automatically create tasks when workflow rules are triggered. Tasks are dynamically assigned to the right person based on role.

Customizable Task Templates

Pre-define tasks and populate them with standard data such as priority, status, and due date to ensure prompt follow-through.