Force.com, the platform used by Advologix, from Salesforce.com, now lets you automate any business process. Processes can be simple tasks—creating an activity, emailing an alert, or updating a data field—or more complex, like automating the quote–to-order process or scripting inbound and outbound communication. Whatever your process need, the new Visual Workflow, together with workflow and approvals, enable you to rapidly design and run any business process in the cloud without infrastructure, software, or code.
This is a new feature of the Winter ’12 release. You can read more about Visual Workflow from the following resources:
- Visual Workflow overview
- Winter ’12 Release Notes
- Visual Workflow Implementation Guide
- Business Process Management Technical Documentation
Every firm has dozens of business processes. With the Visual Workflow multi-step processes can be rapidly modeled in a visual designer and instantly run in the cloud.
A specialized type of workflow called an “approval” can route information to a series of people, each of whom can approve or decline the information and then send it on to the next step in the process.
You can use various criteria to determine when a workflow is triggered. In addition, you can use rules to validate data and enforce business logic when a user is entering data. You can use formulas to perform calculations or to fill out other data based on user-defined entries.
Monitoring and queuing
Time-based workflows are placed into a queue that can be easily monitored from the administrative console. Creating transparency in business processes makes it easy to maintain an audit trail and keep tasks from falling through the cracks.
Tasks and alerts
It’s easy to alert people when their participation is required in a business process. Whether it’s to approve a PO or implement a request, alerts are sent via email and can be assigned as a Task in Force.com.