Workflow

Streamline and Enforce Sales Processes

Salesforce Partners provides workflow automation capabilities that you can easily customize to better collaborate with your channel partners on activities and tasks. You can automate many of the manual processes involved in working with partners, eliminate redundant tasks, and gain more control over routine activities.

Workflow Rules

Create custom workflow rules with triggers based on any business event. As 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 business process.

Dynamic Task Initiation and Assignment

Automatically start tasks you've selected when workflow rules are triggered according to your instructions. Tasks are dynamically assigned to the right person based on a role that you specify.

Customizable Task Templates

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