When clients illustrate complex business processes with a seemingly endless cast of layers, players, deadlines, and notifications I cringe, not because of Salesforce.com’s inability to handle these types of processes (Salesforce.com’s workflow capabilities are exceptional), but being a visual person I’m well-aware of Salesforce.com’s inability to provide visual representation of workflow. As a solution, I developed a rather simple doodad (borrowing some of the concepts of Salesforce.com’s approval processes model) to present active workflow processes to the user in a (somewhat) manageable fashion. I characterize my solution as a hybrid between traditional workflow and approvals processes.
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Workflow detail embedded in the Opportunity detail page
Modal action window
Process queue Iframe embedded on the user’s front page
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Great howto – visualizing workflow is hard. I posted a link to this at Successforce.com: http://success.salesforce.com/recent
This is a much needed addition. Imagine having 50 of these in progress and having to quickly spot progress on each one. Nice work! Much needed innovation.
AWESOME tool. Have you posted this to the Apexchange? Where can I play with the tool if at all?
@Guillermo: No, it’s not posted on AppExchange as of yet. I’ll be sure to make everyone aware of its availability when the time comes…Thanks!
Wow, Joe, this is really slick. I’d really love more details. In the nonprofit world I’ve got a number of processes where this kind of approach makes sense.
Great stuff!
A tip you may not know about–you can have Jing FTP your screen movies to your blog and then you can call them from there and avoid the Screencast.com limits. I love it.
Can you please advise on when this will be made available on the appexchange? We have some good poential to deploy it in a service support role for verious cases running concurrently for our client users …tks for your help!
Regards,
Quique
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