This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce, narrowed down by expected completion date, accuracy, etc. Automatic reporting instructions are given to the sales representative for each item on the list.
Gets target object record times and stores items in a Table-type Data Item
It accesses various objects stored in Salesforce. Either of search by query/append records/update record is done by specifying an access method. It can be initiated by Register/Retrieve clients or Register/Retrieve negotiations workflows. It is possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.
How to check details of selected customer data on Salesforce.
In Questetra BPM Suite, it is possible to configure Single Sign-on using SAML 2.0.
Although Salesforce can act as either of ID Provider and Service Provider for SAML, we will configure Single Sign-on using Salesforce as ID Provider and Questetra BPM Suite as Service Provider.