Business process flows reduce the need for training because new users don’t have to focus on which table they should be using. These steps provide a visual indicator that tells people where they are in the business process. Use business process flows to define a set of steps for people to follow to take them to a desired outcome. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. Watch a short video (4:49) about business process flows.īusiness process flows provide a guide for people to get work done. To learn how to create or edit a business process flow, see Create a business process flow. Business process flows use the same underlying technology as other processes, but the capabilities that they provide are very different from other features that use processes. For example, you might want to create a business process flow to have everyone handle customer service requests the same way, or to require that people get approval for an invoice before submitting an order. You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow.
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