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ProcessClick - Your Agile BPM for Salesforce®

Design, build, and manage your business processes with ease

$30   USD/user/month
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Industries
Horizontal Product
Business Need
Sales
IT & Administration
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
We recommend a on-the-job training session to get acquainted with tools and best practices by jointly implementing a proof of concept, based upon the customer’s business processes, analyzing the structural phases and their configuration into ProcessClick

App Details

Version
ProcessClick/Summer 2023 1.315.0
Listed On
05/23/2017
Latest Release
05/16/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 39
Custom Tabs: 10
Custom Apps: 1
Lightning Components
Global: 27
App Builder: 8
Community Builder: 8
Languages
English
Italian

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.294.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/19/2021

Additional Details

ProcessClick is a customizable Business Process Management solution that allows you to configure, manage and analyze the business process lifecycle on your Salesforce CRM, identifying bottlenecks and areas of optimization. The ProcessClick suite core tools are: • Phase Manager: the logic representation of the state machine. Configure, describe and drive the complete lifecycle of each buisiness process you have • Compatibility: a configurable matrix to block/allow the execution of a process (avoid system inconsistencies) • Catalog: contextualized list of all available processes • Dependencies: logic tool to ensure consistency between processes • Activities: allows automatic creation and assignment of template-based tasks during the execution of a process • Integration: a built-in service to handle inbound/outbound messages with external systems

Need help?

Engineering Ingegneria Informatica SpA

Roma, IT

Subscribers get an edition of ProcessClick, an installation link and all available product documentation. Standard bug-fix support consists of 2-days response, 8/5 online. Optional further support can be settled upon agreement.

Support Phone+39 035 6226200