What Can Be Reviewed Using the Process Visualizer?

B.

The Process Visualizer is a tool available in Salesforce Lightning Experience that allows administrators to visualize and analyze the logic of their automation processes. It is a powerful tool that can be used to troubleshoot and optimize processes to improve their efficiency and effectiveness.

The Process Visualizer can be used to review the following types of processes:

A. Sales Processes: This refers to any process related to the sales pipeline, such as lead qualification, opportunity management, and quote generation. The Process Visualizer can be used to review and optimize the various stages of the sales process to ensure that they are streamlined and effective.

B. Approval Processes: Approval processes are used to automate the approval of records, such as contracts, expenses, and time-off requests. The Process Visualizer can be used to review the approval process and identify any bottlenecks or inefficiencies that may be slowing down the process.

C. Support Processes: This refers to any process related to customer support, such as case management, escalation rules, and service level agreements. The Process Visualizer can be used to review and optimize the various stages of the support process to ensure that customer issues are resolved quickly and effectively.

D. Workflow Rules: Workflow rules are used to automate certain actions, such as sending email notifications, updating fields, or creating tasks. The Process Visualizer can be used to review the workflow rules and ensure that they are triggering at the right time and are performing the desired actions.

In summary, the Process Visualizer is a tool that can be used to review and optimize various types of automation processes in Salesforce Lightning Experience, including sales processes, approval processes, support processes, and workflow rules.