Introduction to Workflow and Approvals
DevelopersSidd Singh: salesforce.comMike Bundy: Insulet Corporation
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Sidd Singh
salesforce.com
Code ?
Automated: 28 Workflows 1 Approval Process only 4 Triggers
Mike Bundy
Insulet Corporation
Insulet Corporation is a medical device company that developed the world’s first tubing-free insulin pump, OmniPod.
Salesforce Implementation Highlights
• Customized Case Management
• Medical Insurance recorded for all Patients
• CPT (Certified Pod Trainers) Portal
About Insulet Corporation
Agenda
Workflow– What, Why
– Mechanics
– Business Scenario Insulet
Approval Process
Roadmap
Questions!
What is Workflow Automate key business processes without code
How does it help your business ?
Efficiency
Control
Flexibility
Risk Reduction
Cost Savings
Customer SatisfactionProcess Automation
Think Workflow
Business Workflow
Information Alerts Email Alerts
Field Updates
Tasks
Time Dependent
Allocate Tasks
Status Updates
Message External System
Immediate /
Information Alerts
Workflow Mechanics
Expense Management Application
<< Add Visual: Screenshot of Series Object >>
Automate Immediate Actions
Send email for a large upcoming expense
Automate Time Based Actions
Create task 2 weeks before start of business event
Insulet Business Scenario
Righting the User’s Wrong
Insulet Business Scenario Setup
What is an Approval Process
Automated process to approve records in Salesforce
<< Add Visual: Image depicting automated Approvals >>
Approval Process Mechanics
Large expenses approved by Sales Manager, Director
Insulet Business Scenario
Reimbursement of trainings conducted by a contracted
CPT (Certified Pod Trainer).
Insulet Business Scenario Setup
Value Derived by Insulet
Previous (manual) Process Training forms faxed to single approver
Approver would review, fill out reimbursement form, manually
update fields in Salesforce
New (automated) Process Forms attached to training record and sent to approver pool
Form automatically populated, fields automatically updated in
Salesforce
Key Take Aways
Road Map
Chatterize Workflow, Approvals
Tighter Integration with Flow
Advanced Time Queue
Standard Cross Object Workflow
Q & A
Introduction to Workflow and Approvals
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