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.

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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.

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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)