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Business Operations Processes

Business Operations Processes

Configure predefined activities that ensure smooth and effective task completion. Maintain a record-keeping system that lists all your business processes, and use the business operations process repository for easy mapping of controls and regulations to business processes. Then, make quick adjustments to regulatory changes.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.

The business operations processes act as a checklist of methods that help you run your daily business operations with efficiency, consistency, and quality. There can be a variety of business operations processes based on the type of business that a company runs. Here are some common examples of business operations processes:

  • Order management: Order fulfillment where a company receives, processes, and delivers customer orders.
  • Inventory control: The loan origination process that includes the steps a financial institution takes to process and approve a loan application.
  • Customer service: Patient intake process where a medical staff collects, processes, and stores patient information.
 
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