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Saurabh Shekhar 1Saurabh Shekhar 1 

WorkFlow related Queries

Hi All,
I am from Payment/Payroll agent tools. There are many workflows supported by Case 360 for maintaing the case life cyle for any request. I wanted to understand what type of workflows salesforce support and How extensive is it ?
Please somebody help me in this regard.
Thanks & Regards
Saurabh
Best Answer chosen by Saurabh Shekhar 1
Sai Ram ASai Ram A
Hello Saurabh

Follow the link to know details: https://help.salesforce.com/HTViewHelpDoc?id=customize_wf.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=customize_wf.htm&language=en_US)

Your salesforce operates more efficiently with standardized internal procedures and automated business processes. Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of an organization's standard processes. Instead of doing this work manually, you can configure workflow and approvals to do it automatically.

If my answer helps resolve your query, please mark it as the 'Best Answer' to benefit others and improve the overall quality of Discussion Forums.

Thank you
BLearn - Sai

All Answers

Sai Ram ASai Ram A
Hello Saurabh

Follow the link to know details: https://help.salesforce.com/HTViewHelpDoc?id=customize_wf.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=customize_wf.htm&language=en_US)

Your salesforce operates more efficiently with standardized internal procedures and automated business processes. Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of an organization's standard processes. Instead of doing this work manually, you can configure workflow and approvals to do it automatically.

If my answer helps resolve your query, please mark it as the 'Best Answer' to benefit others and improve the overall quality of Discussion Forums.

Thank you
BLearn - Sai
This was selected as the best answer
Saurabh Shekhar 1Saurabh Shekhar 1
Thanks for your reply . It was very useful information pretaining to workflows. Few things , I was not able to find , Does the workflow provide retry mechanism , if any error occurs ?
is there any place where i can come to know the all the Data Entity salesforce has ?
We are having Payment/Payroll Agent tool .I would like to know the Data Model related to these domain.

Thanks & Regards
Saurabh

 
Amal DominicAmal Dominic
I have come across a nice workflow and a document management tool, it is called Ultra Documents. It is very simple and easy to use; you can get setup and start a workflow in minutes. Ultra Documents comes with Document Management, document merging, Workflow process, Custom Forms, Electronic signature & various applications, the nice thing is it has a free version with all features available to you. Give it a try.