Activity Forums Salesforce® Discussions What kind of process we need to bring in the SFDC?

  • Manpreet

    March 28, 2017 at 1:51 pm

    Hi Saurabh,

    The platform can be used to create custom, personalized functionality to support every department at your company, from HR to Finance to IT. When you’re thinking about processes to build on the platform, identify use cases with the highest impact and lowest effort first.

    One can bring the following processes onto the platform:

    1.) Reliance on spreadsheets
    2.) Confirmation email automation when requests are received, completed, or more information is needed.
    3.) Documents shared on local file directories
    4.) Time-intensive, manual steps
    5.) Resubmission of employee requests via a form, or through a self-service community, with a knowledge base for common issues

    6.) Reports and dashboards to view requests at an aggregate level.


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