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All About Workflows and Salesforce Automation
Transcript of All About Workflows and Salesforce Automation
All About Workflows
Presented By:
Rachel Max Client Services Manager
2/18/16
Agenda1. What are workflows? 2. What can I use workflows for? 3. Where can I implement or trigger a
workflow? 4. Examples!
What are workflows?
A workflow is an automated action, or a series of automated actions, such
as the triggering of CRM Activities, emails, or changing contact data, that can be triggered by something else
occurring in your account.
So what can I use workflows for?
Automatically trigger a workflow when a contact is added to your group
Trigger a workflow “upon completion” of a CRM Activity
Trigger a workflow using your event’s “Check-In Actions”
Trigger a workflow when a client clicks on a link in your Link Library
Are you starting to catch my drift?
A workflow is simply a series of automated actions triggered by your clients’ interactions with your GreenRope account!
If you have a specific example of what your company needs, and you can’t quite figure out how to execute it using workflows, please contact the support team at [email protected]
Okay, I am picking up what you’re throwing down! Where can I actually set these things up?
1. Automation tab > Workflow Manager (main account only)
2. Contacts tab > CRM Activities tab
Where can I attach a workflow to some other action in my account?
My four examples:
1. A contact is added to a group
2. A CRM Activity is completed
3. A contact is checked into an event
4. A contact clicked on a link you are tracking
Questions?
The EndIf I haven’t covered something you want to
review, or if you have specific questions about how YOU can use workflows,
contact us at