In any organization there are number of scenarios where processes are so standard and could be easily automated to reduce the delay or gap between the steps. The Workflow and Approval Process components in Force.com platform covers these requirements.
Creating the business logic based on the requirements and implementing the workflow process in the platform is an easy task just like other features we have been exploring in the previous articles. We create rules to customize processes. Using these rules we can automate the processes.
The workflow component in the Force.com Platform allows us to perform the following -
Assigning Tasks. Tasks can be assigned to a user, a role or the record owner. For example, automatically assign a task to a representative for conducting customer satisfaction survey after a week of selling your product or service.
Field Updates. Value of a field in a record can be updated to new value. For example, when Status of an order is changed to 'Closed', the closed date can be automatically set.
Send Email Alerts. Emails can be sent out to one or more recipients. For example, when the status of an order is set to 'Shipped', email can be automatically sent out to the buyer.
Send API Messages. XML format API messages can be sent out to designated listener. For example, send out an outbound API message to an external HR System for initiating the expense reimbursement process.
Workflow automates processes. Approvals take care of the automatic approval of a record. An approval process can specify when to approve and who should approve a record. You can also specify the actions to take when the approval process is executed.
Let us see some classic examples for approval process usage.
* An employee leave approval policy where different people or roles or departments have to approve depending on various criteria.
* Expense report approval policy where if within a certain amount may be it is automatically approved, and beyond certain amount it may need approval by different people.
* Employee recruiting process where depending on which department employee is being hired, process needs approval from different people starting from opening up that post in the organization to employee coming on board.
As you can see Workflow and Approval process could be so much useful to any organization. In the upcoming articles let us explore how to configure these components in the platform.
Happy cloud computing using Salesforce!
Creating the business logic based on the requirements and implementing the workflow process in the platform is an easy task just like other features we have been exploring in the previous articles. We create rules to customize processes. Using these rules we can automate the processes.
The workflow component in the Force.com Platform allows us to perform the following -
Assigning Tasks. Tasks can be assigned to a user, a role or the record owner. For example, automatically assign a task to a representative for conducting customer satisfaction survey after a week of selling your product or service.
Field Updates. Value of a field in a record can be updated to new value. For example, when Status of an order is changed to 'Closed', the closed date can be automatically set.
Send Email Alerts. Emails can be sent out to one or more recipients. For example, when the status of an order is set to 'Shipped', email can be automatically sent out to the buyer.
Send API Messages. XML format API messages can be sent out to designated listener. For example, send out an outbound API message to an external HR System for initiating the expense reimbursement process.
Workflow automates processes. Approvals take care of the automatic approval of a record. An approval process can specify when to approve and who should approve a record. You can also specify the actions to take when the approval process is executed.
Let us see some classic examples for approval process usage.
* An employee leave approval policy where different people or roles or departments have to approve depending on various criteria.
* Expense report approval policy where if within a certain amount may be it is automatically approved, and beyond certain amount it may need approval by different people.
* Employee recruiting process where depending on which department employee is being hired, process needs approval from different people starting from opening up that post in the organization to employee coming on board.
As you can see Workflow and Approval process could be so much useful to any organization. In the upcoming articles let us explore how to configure these components in the platform.
Happy cloud computing using Salesforce!
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