Many Salesforce users complain about the lack of governance workflows between other enterprise teams and stakeholders. For example, they’ve closed an account and now they need to step out of Salesforce, into excel and into email just to notify finance that new financial accounts are needed.
With web components, your users have master data workflows at their fingertips. They can kick off workflows from the comfort of their salesforce application.
- Issue management and enrichment workflows
- Approval workflows