Workflow Automation

Streamline Processes and Speed up Response Times

Salesforce provides workflow automation capabilities that you can easily customize to better manage your marketing processes. The result is greater workflow management for routine activities and more accurate business processes with the elimination of redundant tasks.

Workflow Management 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 simple or sophisticated, multistep approval processes to automate virtually any marketing or business process in your company, such as creative reviews, expense reports, or vacation requests.

Dynamic Task Creation and Assignment

Automatically create tasks when workflow rules are triggered. Tasks are dynamically assigned to the right person based on role. Task automation increases consistency in all your marketing or business processes.

Customizable Task Templates

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