Salesforce Workflow for Professional Edition on up

Salesforce Workflow for Professional Edition

Our app now allows all Salesforce editions, including Professional, to create workflow rules for Contacts, Leads, Accounts, Opportunities and Opportunity Products.  Within Salesforce workflow for Professional Edition is the missing piece of the puzzle.  Easily trigger email alerts, assign tasks and update fields.  In addition, we’ve included a few custom fields which are useful for Professional, Enterprise and Unlimited organizations.  Salesforce workflow automation is key for efficiency and now you can have the ability to create unlimited workflow rules in Professional Edition orgs. These custom fields were designed to further help administrators create a task driven workflow.  Each field is available on every Contact, Lead, Account and Opportunity record.  These fields include;

  • All Completed Tasks – This field contains the subject of all tasks that have been completed.  This gives you the ability to trigger workflow actions when a specific task or combination of tasks has been completed.
  • Recently Modified Task – This field contains the subject and status of the most recently modified task.  This allows you to trigger workflow actions when a specific task reaches a specific status.
  • Last Completed Task – This field contains the subject of the most recently completed task.  This allows you to trigger workflow actions what a specific task has been completed.

While our software is geared toward adding Salesforce workflow for Professional Edition organizations, many Enterprise Edition users are taking advantage of these custom fields to enhance their task driven workflow.

Unlimited Rules

Create an unlimited number of rules.  Learn how to create your first one here.

Safe & Secure

Easy Workflow is 100% Salesforce native. Meaning no data is sent or stored on external servers.

Increase Efficiency

Save time by letting workflow rules perform repetitive action.

Easy Payment

All payments are made through the AppExchange so no additional invoices to worry about.

Increase Productivity

Don’t let a forgetful user halt your process. Let Easy Workflows assign tasks, update fields and send email alerts.

Support

Have a question?  Maybe a suggestion?  Send an email to support@easyworkflow.co

Our Story

A Little About Us

As software developers who use Salesforce ourselves we see and understand what’s necessary to get the job done.  Easy Workflow is currently our sole project, meaning that 100% of our development effort is being used to enhance and update this project.  We take suggestions and criticism well so don’t hesitate to send us your thoughts.

Install from the AppExchange

Bitnami