Workflow and Approvals
Design and run any business process with point-and-click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.
Set your business processes and approval requests to be finished automatically.
Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.
Visualize and create any process with drag-and-drop simplicity.
Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.
Simplify the approval process to keep deals in motion.
Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.
Take an interactive guided tour.
See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.
Sales Process Management from Salesforce
With the sales process management solution in Sales Cloud, you can save time and simplify approvals by automating your sales processes with just a few clicks. This easy-to-use workflow automation software allows you to visualize and create any process with drag-and-drop simplicity, no matter how complex the process. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.