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Work-Relay: Workflow Management on Salesforce
Everything you need to manage long-running processes in one place.
- Business Need
- Quotes & OrdersProcess ManagementDashboards & Reports
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Work-Relay accelerates the delivery of products or services to end-customers by providing a Salesforce-native workflow management solution that automates repeatable workflows and coordinates projects across individuals, teams, and systems.


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Showing 10 of 18 Reviews
Work-Relay a Process Workhorse!
Our experience with Work-Relay has been exceptional. Their consultative staff and responsive technical support have been invaluable in optimizing our workflow. Consultative Staff: Work-Relay's team provided tailored solutions, aligning perfectly with our objectives. Great Technical Support: Their prompt and effective support ensures minimal disruption to our operations. Comprehensive Automation: Their platform offers robust automation features, saving us time and increasing productivity. Excellent Dashboarding and Analysis: The intuitive interfaces and powerful analytics tools provide deep insights into our processes. Seamless Salesforce Integration: Integrating with Salesforce via Workrelay streamlines data updates, enhancing efficiency. Work-Relay will transform how we operate, driving efficiency and productivity. We wholeheartedly recommend them to any organization seeking to elevate their workflow.
Frequent Updates and Innovations
The team behind Work-Relay is constantly improving and updating the product. I have been a user for several years now and their pace of innovation on the product has been frequent and much appreciated. This is a fantastic tool for project/process management that is highly customizable and flexible. It has an excellent toolset for developers to build out customized workflows and solutions designed to simplify and standardize even the most complex of processes. Highly recommend!
Great Partners & Great Support!
We've been using Work-Relay for several years now within our various workflow processes set up in our Salesforce ecosystem. From initial implementation to maintaining mature state, the Work-Relay team has been great to work with and always willing to help figure out the best way to achieve our objectives!
Great Support Team
The Work-Relay Team always goes above and beyond to provide first class timely support.
Highly Recommend Work Relay for Task Management
Work Relay delivers a very effective Project Management application to facilitate workflows between functional teams. The App is intuitive and easy to follow, with display options in Gantt and flowchart diagrams, which also help facilitate training and onboarding of new business processes. The Work Relay team is very responsive to all customer requests, supported by a team of skilled business and technical professionals, and providing effective solutions and answers when we need their help. (Note: This review is my personal opinion and does not necessarily reflect the views of Uniti Fiber.)
Complete Adaptability
Work Relay is a great tool for highly custom solutions. We have implemented all ranges of complexity into our configured processes, and we have experienced fantastic support throughout. The support and responsiveness of the Work Relay team make their tool completely adaptable to whatever data presentation needs we have. We have also requested new functionality and seen enhancements to the product as early as the next day. We plan to continue adding more processes on this product until our entire implementation model is supported.
Unique and Rich Process Automation and Project Management Platform
About six years ago I came across Work Relay at a DreamForce conference. We were looking for a platform with the capabilities of both Process Automation and Project Management that could be used to manage a large number of complex and highly variable projects. It is amazing to see how much it has advanced with unique and flexible capabilities, like critical chain, business decision support and much more. If you truly know and have the right process in place, I'd highly recommend using it Work Relay. If you don't have the right process, using work relay will help you optimize it.
Work Relay Success
We have implemented Work Relay into our business with great success. The product is very capable and easy to use. Ted and his team have helped with any issues and feature requests.
A tool for both non Developers and Developers!
Ted and the team have been nothing but amazing. It has been 12 months since we began our journey into Salesforce and from day 1 we have worked with Work Relay to manage the fulfilment processes for our products. The GUI is user friendly and allows for non developers to build the flows. We have small simple flows to fairly complex flows but we have always been able to count on the team at Work Relay to help us get the results we are looking for. We are still learning and are excited about the full capability of the system.
Highly Adaptable Workflow Management
We launched Work Relay simultaneously with our Salesforce implementation 10 months ago and haven't looked back. There's been numerous benefits of using this tool for the fulfilment of our digital marketing products & services including: From an I.T. side - supports both simple and complex processes and orchestrations - ability to incorporate a multitude of features within process steps including actions, rules, checklists, forms, durations and more - has an easy to learn wysiwyg dev console - intuitive UI for end users - 5 star support On the business side - ensures compliance with and standardisation of processes - provides data for visibility of user performance, workloads, work in progress, KPI measurement - great stat's on volumes, task durations and bottlenecks - all data can be visible on highly customisable salesforce dashboards Such a great product and we are still learning more about what is available. The impact of the ability to manage and monitor our processes, which Work Relay has provided, cannot be overstated.