Unlimited Workflow Actions
Email Alerts, New Tasks, Field Updates and Create New Records
Workflow for Pro Suite Edition
Easy to use workflow rules for business users. Create New Records, Email Alerts, New Tasks and Field Updates on Any Object!
Sample Automated Email Alert
Ever wish you could trigger workflow rules based on formula fields? With Workflow for Pro Suite Edition, you can! Automate actions based on changing values with precision.
All of the fields used in the criteria for this workflow are formula fields.
What people are saying on the AppExchange about Workflow for Pro Suite Edition
Melanie Erickson - Wow! Great alternative to upgrading from Professional version! “We were in desperate need to have workflows activated in our org but with a tight budget and no proven ROI it was really hard to convince execs to upgrade to Enterprise edition. For a VERY low rate (saved us about $7,000/year) we were able to install the app and get workflows created and activated on the very same day!” 3 Workflow for Professional Edition “We now have the capabilities to push our sales users through a defined sales process through field updates, monitor our system changes and even use Tasks related to Leads and Accounts to update the Lead or Account record (this is not a possibility for ANY version of Salesforce natively). After spending hours researching consulting fees and maintenance fees from different firms I found this solution to be the easiest, fastest and least expensive way to handle our business needs.”
Cher Linden - Easy to install and use -- great for any type of user. “I was able to install this app really quickly and without effort. After installation I played around with the process for about 15 minutes, figured it out and called over some of my colleagues to give them a quick walk through. Although the others aren't "super users" like I am, they were able to understand how to pick an object, set up the pick-list criteria, create the action and activate the workflow. If you can understand cause and effect, you can make this app work with ease. Well done! A+”
Jake jones - You Guys Rock “Saved me a ton of money by going with your workflow app instead of upgrading Sales Force Enterprise. James at customer service is great to work with always answers my phone calls and emails!”
Christopher Deen - Saves on the SF Upgrade - Great Support “Our support team is leveraging Salesforce’s Email to Case functionality. As Cases are created, and over the lifespan of managing any given Case, there tend to be an abundance of inbound and outbound emails to and from the customer. We had a hard time tracking precisely when customers had responded to one of our outbound emails, so, here is what we did with Workflow by CRMGuidance to alleviate this issue and improve our response time with our Customers. We created a new Workflow Rule, where each time the Customer sent us an inbound email, Workflow automatically updated the Case Status to "Inbound Message Received”. This allowed our Support Team (working from queues) to monitor our “Inbound Message Received" list view and make these new responses our top priority.”