Which objects support business processes in salesforce?

Hi,

Objects which support business processes in salesforce are-

Lead
Opportunity
Case
Solution

You must create the business process before creating record types for each of above objects.
You can then associate each business process with one or more record types and make it available to users based on their profile.
In order to implement more than one business process, multiple record types must also be implemented.

Business Process Examples
Lead Processes:

– 3rd Party Leads
– Leads generated via campaigns
– Leads generated via a registration form

Opportunities Sales Processes:

– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)

Case Processes:
– Customer Inquiries
– Internal Requests
– Billing inquiries

Thanks.

• This reply was modified 5 years, 3 months ago by  Prachi.