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Visual Workflow - workflow software to run your business in the cloud

Force.com transforms all your enterprise's business processes - from simple freshening up and streamlining of data to more layered processes, like scripting of inbound and outbound customer interactions.

Salesforce Visual Workflow software frees your organisation from the cumbersome infrastructure, software, and code of outmoded onsite IT departments. Instead, you can tap into the freedom and ease of the virtual medium, creating and building processes the cutting edge way: in the cloud.

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Processes

The hundreds of workflow processes that your enterprise requires to function, and thrive, can be created with the Salesforce Visual Workflow in a visual designer with tiered steps - and run in the cloud instantly.

Approvals

In the business chain when a matter must be approved or declined by a series of authoritative figures, Salesforce workflow software takes care of each step in the process, routing the information to the right series of people.

Rules

To ensure that workflow occurs within the right logistical parameters, Visual Workflow software applies rules to corroborate data, apply business logic, create formulas for calculations and ensure that user data entries are processed correctly.

Monitoring and Queuing

Salesforce workflow software creates a time-based sense of flow that puts your business processes into logistical queues, allowing control from the administrative console that runs in the cloud - on secure Salesforce servers. With an easily discernible audit trail, no task will escape your notice.

Tasks and Alerts

Your staff will never 'miss a memo' when their assistance is required by your organisation. Workflow approval, requests, alerts and assignments are lodged by Force.com and assigned with email notification - no paper trail. In the cloud, nothing slips through the cracks.

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Force.com workflow visualizer
Force.com workflow visualizer

 

Visual process manager
Visual Workflow

Force.com lets you automate any business process. Processes can be simple tasks—creating an activity, emailing an alert, or updating a data field—or more complex, like automating the quote–to-order process or scripting inbound and outbound calls. Whatever your process need, the new Visual Workflow, together with workflow and approvals, enable you to rapidly design and run any business process in the cloud without infrastructure, software, or code.

Visual Workflow datasheet

Processes

Every company has hundreds of business processes. With the Visual Workflow multi-step processes can be rapidly modeled in a visual designer and instantly run in the cloud.

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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