Processity is a powerful tool for process discovery, mining, and orchestration within Salesforce. It integrates seamlessly to help organisations analyse, visualise, and optimise workflows by using real-time insights, data filtering, and user-friendly modelling capabilities. This enables teams to enhance operational efficiency and streamline business processes directly within their Salesforce environment.

Processity allows entities, such as customer cases, to participate in several parallel processes. For instance, a customer case might be involved in onboarding, service request management, and escalation processes simultaneously. Processity provides a comprehensive view of these processes, enabling users to see all activities associated with a record across multiple workflows.

Processity offers two visualisation options: BPMN (Business Process Model and Notation) and Process Maps (or Direct Follows Graphs). BPMN models, familiar to business analysts, are concise but require some interpretation. Process Maps display all observed processes directly, making them easier to read, especially for less specialised users, although they may be larger in size.

Real-time task detection uses Apex Triggers in Salesforce to monitor changes to records and fields within active processes. When updates occur, Processity converts these changes into higher-level activities in real time, allowing users to track process progress and receive suggestions for next actions, enhancing responsiveness and decision-making.

Yes, Processity supports batch task detection, enabling users to analyse historical data without waiting for real-time updates. By using Salesforce’s record history, Processity can generate activities based on past events, making it easier to investigate previous processes and identify opportunities for improvement.

Processity allows users to view processes alongside KPIs (Key Performance Indicators), which highlight areas where delays or inefficiencies occur. By analysing these bottlenecks and performance metrics, organisations can gain insights into potential improvements, driving operational efficiency and more effective workflows.

Processity supports top-down process modelling, enabling users to create and store custom BPMN models in addition to those generated through process mining. This approach allows organisations to proactively design processes aligned with strategic goals and use these models to guide user actions in real time.