Workflow Automation

Streamline Processes and Speed up Response Times

Salesforce provides workflow automation capabilities you can easily customise to better manage your organisation's marketing processes. Workflow automation helps you implement better business processes, speed repetitive activities, and eliminate 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 management rules to keep pace with your changing business needs.

Approval Processes

Create approval processes that fit your organisation. You can automate virtually any business process in your company, such as creative reviews, expense reports, or vacation requests.

Dynamic Task Creation and Assignment

Business process management is easy with Salesforce. You can use workflow rules that create tasks and dynamically assign them to the right people based on their roles.

Customisable Task Templates

Workflow automation lets you predefine tasks and populate them with standard data such as priority, status, and due date to ensure prompt follow-through.

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With Salesforce Marketing you can also easily manage other processes: lead management, list management and workflow automation.

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