Automating business processes is a huge time saver for employees and reduces the chance for errors, such as an overlooked approval or missed step in a long path to completion. With Milestones PM+ being 100% Salesforce-native, meaning it’s built specifically on and for the platform, the app can seamlessly integrate into your org to utilize the interface and functions of Salesforce that you’re familiar with; this includes Workflow, Process Builder, and Flow Builder for workflow rules, processes, and flows respectively. Project templates and record types inside Milestones PM+ can be used with Salesforce automation tools to create projects easily from any object based on any action.
Need help getting started or just want the job done? Milestones PM+ Starter Packs offer a selection of Salesforce project management solutions including customized templates and project creation trigger using Salesforce automation tools (Workflow, Process Builder, Flow Builder) – perfect for a worry-free setup to any business process. Milestones PM+ has tons of support and on-demand training materials, too, so download the app free on the AppExchange today.
Note: Process Builder and Workflow Rule changes in this Salesforce announcement.