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ProcedureFlow: AI knowledge infrastructure for enterprise

By ProcedureFlow

Accelerate employee proficiency by sharing processes at the speed of change

No Ratings
Starting at $450   USD/user/year

Discounts available for nonprofits

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Industries
Energy
Financial Services
Government
Business Need
Agent Productivity
Case Management
Field Service
Requires
Sales Cloud
Service Cloud
Compatible With
Experience Cloud
Marketing Cloud Engagement
Financial Services Cloud

Procedureflow delivers structured, scalable, actionable workflows so businesses can execute processes accurately, consistently, and in real time. No matter the audience. Whether human or AI.

  • Harness the power of ProcedureFlow and Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
ProcedureFlow is SAAS based so an internet connection and browser are all you need. (Chrome, Firefox, Edge).

App Details

Version
ProcedureFlow Case Embed/ProcedureFlow Case Embed - V1 1.5.0
Listed On
05/29/2024
Latest Release
05/29/2024
Supported Features
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 0
Languages
English

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.
1.5.0
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.
02/19/2024

Additional Details

A Knowledge Management software uniquely designed for the modern workplace. ProcedureFlow simplifies the way employees navigate organizational processes to accelerate proficiency. Our improved process flows allow you to create, organize, update, share, and track procedures for easier end-to-end management. ProcedureFlow digitizes your operations to create a single source of truth for company processes. This allows employees to access the information they need in a highly consumable, visual, and easily updatable format. With ProcedureFlow, companies can create a high-performing culture by improving training and proficiency and boosting employee confidence from day one.

Need help?

ProcedureFlow

Saint John, New Brunswick Canada

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