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Tips & Tricks for Building Advanced Workflow

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dreamforce2006
dreamforce2006
Wirtschaft & FinanzenTechnologie
1 von 27
Building Advanced Workflow Varadarajan Rajaram, Salesforce.com Sean Urban, Deutsche Bank Track: Advanced EE System Administrators
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Definition ,[object Object]
Current Workflow Capabilities (Pre Winter ’07) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Winter ’07 Workflow Capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Winter ’07 Workflow Capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Winter ’07 Workflow
Field Update Action ,[object Object]
Outbound Message Action ,[object Object],[object Object],[object Object]
Other Workflow Enhancements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Approval Process Automation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],PTO Request for US-HQ Submit to Manager for Approval Approved? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Sean Urban Vice President [email_address]
Deutsche Bank ,[object Object],[object Object],[object Object],[object Object],INDUSTRY: Financial Services EMPLOYEES: 63,435 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, Marketing # USERS: 416
Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Demo Template ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sample Screen of Demo Here (Add URL Link to Demo)
Varadarajan Rajaram Sr. Product Manager Best Practices Salesforce.com
Best Practices – Workflow ,[object Object],[object Object],[object Object]
Best Practices – Field Updates ,[object Object],[object Object],[object Object],[object Object]
Best Practices – Outbound Message ,[object Object],[object Object],[object Object],[object Object]
Best Practices – Approval Processes ,[object Object],[object Object],[object Object],[object Object],[object Object]
Approvals Limitations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Summary of Key Features ,[object Object],[object Object],[object Object]
Varadarajan Rajaram Sr. Product Manager Sean Urban Vice President QUESTION & ANSWER SESSION Salesforce.com Deutsche Bank
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 128, #### For example, “ Session 123, 5555 ” Session ID: 128 Session ID # Scores for 4 categories SMS Voting powered by:

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