25 Automating Business Processes

Automate business processes with APEX Workflows to coordinate work and show progress clearly.

A business process is a sequence of steps your organization follows to get something done. It can involve the work of multiple colleagues, each responsible for an activity like completing a job or approving a request. The tasks may also include interacting with external applications, collecting data, researching historical information, notifying stakeholders, or waiting for an event to occur or a period of time to elapse.

When the process is manual, it can be hard for everyone involved to understand questions like:

• What processes are in progress?
• Where are we in the process on this one?
• Who are we waiting on for that one?

APEX Workflows let you automate business processes, improving efficiency for the people involved and enhancing visibility into the process for better decision-making.

• Automating a Process with Workflow
  Model business processes visually and show progress in your app as they run.
• Exploring Patient Onboarding Example
  Explore how APEX Workflow automates patient onboarding at the fictitous Woods Clinic.
• Automating Business Entity Lifecycle Logic
  Use a trigger and automation to wake workflow lifecycle logic on business entity status changes.
• Maintaining Workflow Processes
  Maintain workflows and task definitions through import, debugging, deployment, and cleanup.