Workflow Routing and Rules - make it more visual

If we could somehow combine routing, users, adding forms, automations, and workflow permissions, all into a visual model, that might be much less complicated for the users to understand. I would also recommend the ability to select multiple workflow levels at one time to add users, forms, automations, etc. to.


Examples from other products:
https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email_Templates/About/Available_Models_for_Advanced_Outreach
https://help.smartsheet.com/articles/2479061-automate-processes-end-to-end-with-visual-workflows

  • Sarah Anderson
  • Aug 4 2022
  • Reviewed: Voting Open
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