Salesforce Automation Tools

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Salesforce offers businesses a complete package for streamlining and accelerating their business procedures. Salesforce is well-equipped with a variety of apps known as Salesforce Automation Tools (SFA). 

These apps are designed to automate workflows and sales processes and enhance leads, sales forecasts, and productivity of the sales department.

Salesforce Automation Tools 

SFAs have proved to be extremely helpful in improving the overall performance of your business. A few salesforce tools are mentioned below along with brief details of their features:

Process Builder

The Process Builder is an automated tool by Salesforce. Its purpose is to control the ordering of various actions and evaluations of different criteria for records. The actions associated with Process Builder include :

  • Record Creation
  • Updation of records 
  • Posting information on Chatter
  • Utilization of quick action for already created objects and global actions 
  • Launch/Trigger the flow from a process to automate actions 
  • Automatic submission of a record for approval
  • Triggering an already written apex code from Salesforce
  • Invoking another process to speed up the sales process

The advantages of using Process Builder include :

  • Ease of use 
  • Quicker development 
  • Offers a combination of multiple workflows
  • Updation of child records 
  • Notify chatter groups and emails
  • Multiple action association
  • Replace and access apex code

Flow Builder

Flow Builder is an app by Salesforce that offers businesses with a faster, easier, and intuitive solution for building and assembling flows. This solution has been designed with the most latest front end technologies to accelerate the business processes.

The Flow builder is based on the following design principles :

  • Clarity
  • Efficiency
  • Consistency
  • Beauty

The prominent features of Salesforce Flow Builder include the following:

  • The app includes several familiar and intuitive shapes in order to make the business flows easier and quicker to read
  • The latest technologies embedded in these apps are responsible for a lightning-fast performance 
  • The lightning design system utilizes standard controls to make the app more efficient
  • The toolbox is simple and it’s easy to find your desired element 

Salesforce Automation Tool Workflow

Workflow is also an amazing automated tool by Salesforce. It is a container for business logic that automates several actions according to certain criteria. The actions are executed when the criteria are met in this tool.

The components of Workflow by Salesforce include the following:

  • Criteria: The conditions entered for testing a record are termed as criteria.
  • Actions: The actions are executed when a certain criterion is met successfully
  • The actions are further categorized into two types: Immediate actions and Time-dependant actions

Approval By Salesforce 

The approval SFA is designed to automate the procedures through which records are approved within your organization.

The approval process involves the following steps:

The conditions that are mandatory for a step to get approved are specified in an approval process. Based upon these conditions the next step is executed.

The actions which are performed are based upon the results collected from the execution of the first step. And then the process is concluded on whether the record is approved or not.

Conclusion

The Salesforce automated tools have proved to be extremely significant for enhancing the performance of the business. SP Tech utilizes these SFA’s for streamlining processes of their esteemed clients.


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