Business Process Management (BPM)

Some processes are too complex for simple if/then workflow rules. This tutorial describes how to use BPM to automate multi-step processes with complex business logic.

In this video guide, you’ll find out how to:

• create automation flowcharts using the visual process builder;
• set triggers and conditions for flowchart elements;
• check the status of active processes.

Start automating routine processes for a better customer and employee experience.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)