Business Processes Overview

 The number of business processes, filters and criteria depend on the applications license limits.

 

Business Processes allow you to automate the way that you actually do business and build that into the application.  When users work in the application it will help them so that information is updated, email is sent, people are updated, tasks are created, and more.  You can track the progress of work being done inside a business process framework.

 

Permissions are required to work in the application Setup.

 

Business Processes, or rules, are simply the way that you do things and the order you do them in as part of your work.  What happens when you sign up a new customer?  Create an invoice?  Make a sale?  Order office supplies?  By creating these rules in the application you can ensure that the necessary steps to carry out an action are taken, that the people who need to know are informed, that these events are recorded in the application so you can review and monitor the status of what is happening.  With business processes you not only help the work to get done properly, you can follow the progress and see it being done because you can generate reports based on the information that is now being entered into the application.

 

A business process is a chain of linked events that occur when the previous event in the process has been completed.  You define when a process will start, and what steps will occur.  For example, one process may start when a new lead is entered into the application.  The first step might be send an email to the new lead.  Then schedule a call to the lead.  When the call is completed, then send a mail-out to the lead.  When that has been sent, schedule a follow up call.  Each event will happen after the completion of the previous one.  Because these are linked together as a business process, you can track each ongoing process, how far along the process it is, what events have happened at what times, and so on.  It is both process and path - what to do, what to do next, and when to do it.

 

Generally, a business process covers events that may need to happen over hours, days, weeks, or longer.

 

See Also / Notes

Workflow Overview

 

Feedback

Did this help you?    Very Helpful 3  2  1  Not Helpful  

Did you find what you were looking for? Yes  No

How can we improve this topic?

     

 

Send Feedback: