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Activity › Forums › Salesforce® Discussions › Which objects support business processes in salesforce?

  • Prachi

    Member
    November 13, 2019 at 1:23 PM

    Hi,

    Objects which support business processes in salesforce are-

    Lead
    Opportunity
    Case
    Solution

    You must create the business process before creating record types for each of above objects.
    You can then associate each business process with one or more record types and make it available to users based on their profile.
    In order to implement more than one business process, multiple record types must also be implemented.

    Business Process Examples
    Lead Processes:

    – 3rd Party Leads
    – Leads generated via campaigns
    – Leads generated via a registration form

    Opportunities Sales Processes:

    – Inside Sales vs. Outside Sales
    – New business vs. Existing Business (Up selling)

    Case Processes:
    – Customer Inquiries
    – Internal Requests
    – Billing inquiries

    Thanks.

    • This reply was modified 6 years, 6 months ago by  Prachi.
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  • Nikita

    Member
    November 13, 2019 at 5:26 PM

    Hi Piyush,

    The business process metadata type enables you to display different picklist values for users based on their profiles. This type extends the Metadata metadata type and inherits its fullName field.
    Multiple business processes allow you to track separate sales, support, and lead lifecycles. A sales, support, lead, or solution process is assigned to a record type. The record type determines the user profiles that are associated with the business process.

    You must create the business process before creating record types for each of the following objects-

    • Lead
    • Opportunity
    • Case
    • Solution

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