Workflow Guides

End-to-end processes across sales, operations, finance, fulfillment, and admin teams

These pages document workflows that cross more than one Salesforce app. Use them when a process starts with sales but finishes in payment collection, fulfillment, accounting, reporting, or external systems.

Operations Flow Map

Quote to Cash

Payments and Vault

Payment Lifecycle

Fulfillment and 3PL

Fulfillment Runtime Lifecycle

Inventory and Purchasing

Item, BOM, Cost Lifecycle

Finance and AR

Commissions

RMA Boundary

Cross-Team Map

Workflow Rule

When a supported app action exists, use it. The custom actions keep audit history, downstream relationships, reporting rollups, payment readiness, and fulfillment assumptions aligned.