{"id":1301,"date":"2015-09-09T11:29:34","date_gmt":"2015-09-09T11:29:34","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1301"},"modified":"2025-05-29T09:55:44","modified_gmt":"2025-05-29T09:55:44","slug":"custom-workflow-in-salesforce-for-travel-industry","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/09\/09\/custom-workflow-in-salesforce-for-travel-industry\/","title":{"rendered":"Custom Workflow in Salesforce for Travel Industry"},"content":{"rendered":"<p style=\"text-align: justify;\">Travel Industry has a complex structure with correspondingly business processes. Most common scenarios where the problem occurs is related to the use of traditional business processes. To manage repetitive processes like ticketing, document production (fulfillment) and so on we needed is a workflow system. In Workflow each task can be attached to specific bookings\/inventory\/suppliers or whatever is relevant to the task, with a management interface that is able to track and report on these tasks.<\/p>\n<p><strong>Check now<\/strong>:\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/consulting\/travel-industry\"><em>Salesforce for T<\/em><em>ravel Industry<\/em><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2015\/09\/travel-agency.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-large wp-image-1304\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2015\/09\/travel-agency-1024x644.jpg\" alt=\"travel-agency\" width=\"595\" height=\"374\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">In a travel agency when a potential lead\/customer\/opportunity approaches the company, certain formalities need to be completed. There are certain forms that need to be filled, and these documents are required to be exported so that they can be stored as records or provided to the customer for their reference.<\/p>\n<p>Creating an opportunity in the Salesforce and filling up the form that actually acts as the \u201cInquiry Source\u201d document with the feedback\/response of the customer and storing it to the Salesforce database becomes an unproductive work for Sales repetitive as he\/she has to enter the same data again.<\/p>\n<p>To solve this issue automation in Salesforce can be added, for which Visualflow will come in the picture to rescue. Visual Workflow lets you automate business processes by building flows and distributing them to the right users or systems. Visualflow can be created that would not just allow the required data entries, but can also trigger the creation of the opportunity for the same.<\/p>\n<p>This ease the task and user can save a lot of time which can be utilized for more productive work.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a> also have some unique integration solutions for Salesforce with Sage ERP\u2019s (<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 100<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Sage X3<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 300<\/a>).<\/p>\n<p>For more information on integration solutions, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">salesforce@greytrix.com<\/a>.We will be glad to assist you.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a> as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage Enterprise Management (Sage X3)<\/a>,\u00a0Sage Intacct, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 100<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/salesforce-com\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/data-migration-services\" target=\"_blank\" rel=\"noopener noreferrer\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrated-application-development\" target=\"_blank\" rel=\"noopener noreferrer\">Integrated App development<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/custom-development\" target=\"_blank\" rel=\"noopener noreferrer\">Custom App development<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/maintenance-support\" target=\"_blank\" rel=\"noopener noreferrer\">Technical Support<\/a> to business partners and end users.<\/p>\n<p>Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Travel Industry has a complex structure with correspondingly business processes. Most common scenarios where the problem occurs is related to the use of traditional business processes. To manage repetitive processes like ticketing, document production (fulfillment) and so on we needed is a workflow system. In Workflow each task can be attached to specific bookings\/inventory\/suppliers or\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/09\/09\/custom-workflow-in-salesforce-for-travel-industry\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[71,367,395,396,500,521,545],"class_list":["post-1301","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-custom-workflow-salesforce","tag-salesforce","tag-salesforce-for-travel-industry","tag-salesforce-industry","tag-travel-industry","tag-visualflow","tag-workflow"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=1301"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1301\/revisions"}],"predecessor-version":[{"id":10832,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1301\/revisions\/10832"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=1301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=1301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=1301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}