How to Automate Business Processes by Using Salesforce?

To remain competitive, businesses across the globe are striving to improve their business processes and operational efficiency by leveraging robust technology solutions like Salesforce CRM. As leaders in the cloud CRM space, the popularity, as well as the adoption rate of this CRM solution has surged over the years. This is primarily because of the wide array of features, components, and automation tools offered by this amazing platform. Besides being used as applications, these tools can be customized to meet the specific requirement of customers. It’s prudent to partner with a Salesforce consulting company to know more about Salesforce automation tools.

This article discusses the significance of various Salesforce automation tools in improving business efficiency by automating tasks that sales reps usually had to perform manually. Some of the automation tools offered by Salesforce include Process Builder, Workflow, Flow Builder, and Approval process. Since, each tool has its features and functionalities; it is the type of business process that determines the automation tool one should opt for. Let’s discuss some of them in detail here:

Workflows: It is one of the best tools used by organizations to automate business processes. Workflows enable users to create rules and certain pre-set criteria for accomplishing multiple activities such as sending emails, creating tasks, and more. These activities can either be prompt or time dependant that could only be executed at a particular time. However, parameters are re-evaluated before action at the stated time. In case parameters are incorrect, the action wouldn’t be performed.

Approval Process: This tool is used to automate the steps involved in authorizing a record while providing authorization at every stage to approve it. It explains what happens to a record when it is submitted for approval i.e. either approved or rejected by an approver. In fact, several actions can be performed through the approval process such as creating an Email alert, field update, and more.

Visual Workflow: If you are involved in complex automation tasks then Visual workflow is the perfect option as it involves branching logic and user feedback at different levels. There are two types of flow within it i.e. Display Flow and Auto Launched Flow. Apart from this, screen-based wizards are created through screen flow for gathering user data and accomplishing user-based actions through a sequence of proper steps.

Conclusion:

These are some of the many Salesforce automation tools available. However, each has its pros and cons. Organizations should opt for the right tool depending on their specific business requirement. If you are still on the fence as to which tool to choose for automating your business processes then it makes sense to get in touch with a reputed Salesforce consultant.