Through workflow management, Salesforce allows customers to automate otherwise manual processes. Examples of workflow management include: automated follow up before contracts expire, track closed opportunities, etc. If it’s a defined business process – chances are it can be automated in Salesforce.
Up to 3 workflows with single resulting action. Customer must provide all content for tasks/emails that are generated by the system. Emails will be limited to text templates with limited merging.
Why is this Important?
Save time across your entire org by automating standard internal procedures and processes. Workflows can be summed up in an if/then statement.
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