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$60 USD per user per year $60 per year/per user (no minimum number of users) 14-day free trial



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Latest Release


automate task workflow within defined processes

If you need to establish and automate workflows and processes in a consistent and repeatable manner, ProcessEZ is designed for you. Create easy to use custom process templates that define steps within your process, and assign a task for each step.

  • Mass create custom workflow and processes with detailed steps
  • Communicate and assign tasks for each step (predecessors, duration)
  • Easily manage and track overall progress
ProcessEZ is an add-on application for workflow and repeatable processes within your Salesforce CRM. It is designed to allow firms to build process templates that clearly define operational policy procedures.####When you’re ready to use the template for a client, copy the template and steps will be automatically assigned. You will have the ability to send a "heads-up" email to each person assigned a step, and assign a task for each step. Tasks can be completed from the home page or from within the process.####ProcessEZ can be used for Accounts, Contacts, Leads, Opportunities and Cases, and there is “mass create” functionality for multiple records in one transaction.####The manager of each process and can track each person's task assignments, and completion status and dates. Predecessors can be set to control auto-creation of tasks within a process, and durations can be set for the due date of tasks generated from steps.####Everyone within the organization can easily view and track the progress of all processes in place.####At $60/year/user, ProcessEZ is the affordable way to ensure operational excellence with consistency throughout your organization.


  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 7
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support For any issues on the product, an email may be sent to and a ticket will be opened. The support team will work with you to resolve the issue.

Additional Information

Package Name
ProcessEZ V2.6 / 2.6.0
First Release
Latest Release

Customization Guides

Concenter Services, LLC
Dallas, TX 75001
(877) 513-3862

Concenter Services provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that want to create a competitive advantage through technology. Providing your firm with the advantages of efficient technology is Concenter's primary focus and our benchmark for success. Concenter takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect; not only by having great expertise, but sharing it generously and applying it effectively.

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