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Activity › Forums › Salesforce® Discussions › Describe a business process that can be automated using an approval process in Salesforce.

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  • Anurag algoworks

    Member
    September 19, 2018 at 1:53 PM

    Hi Anjali,

    Business process automation (BPA) is the automation of business processes through technology, allowing businesses to cut costs and increase productivity.BPA is a means of automating recurring business processes through the use of software & different app integrations. Meaning, instead of having your employees to menial & simple tasks, you just let the software take care of it.

    Approval Management – Let’s say you’re working in procurement & are ordering the new machinery. For the order to be completed, it has to go through the approval of 5 different general managers. Without automation, you’d have to hunt down each management member & ask for signatures. With approval management software, all you have to do is click “start the approval process.”

    Employee Onboarding – Whatever your industry is, you’ve probably done employee onboarding before. The process is usually very structured (Fill in Document A, B, Email person C, etc.) – so rather than doing the whole thing from scratch, you can let workflow management software lead the entire process.

  • Parul

    Member
    September 19, 2018 at 5:01 PM

    Hi

    Easily automate complex business processes with the Salesforce Process Builder. Without any code, identify the process criteria and automatically update or create new records, emails, and tasks or submit approval requests in a few simple steps. Visualise the entire process in one place to design and collaborate directly with line of business owners.

    Thanks

  • Prachi

    Member
    September 20, 2018 at 5:06 AM

    hi,

    The following is an example of a business process:-

     Customer Support 
    If you’re a software company, you probably have a customer support form online on your website (or even better, a dedicated tool for that). Let’s say there’s a bug with the new update, affecting a big chunk of your users.

    Within a day, your support inbox will be packed with hundreds or thousands of texts complaining about the issue – and there’s no way your support team can take care of all that. If you’re using a customer support software, such as Intercom, you can automate most of the replies.

    If the customer ticket contains a keyword about the new bug or issue, you can send out an automated reply to each new ticket apologizing and explaining what the problem is.

    Or, you can even automate 90% of your customer support, if you do some research. You can combine a list of frequently asked questions about the software & identify several keywords that are mentioned. Then, create separate messages you could send to the users whenever they complain about the keyword, and voila! There goes most of your customer support work.

     

    Thanks

  • Aman

    Member
    September 29, 2018 at 4:47 PM

    Hi,

    Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

    Thanks.

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