Salesforce Automation Tools At A Glance

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Salesforce
Automation Tools At A Glance
TM
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Salesforce Automation
TM

• Salesforce, the world's 1 CRM, provides multiple
  tools to automate your organization's repetitive
  business processes. With Salesforce automation
  tools, sales reps and managers can get more work
  done faster and more accurately.

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Types of Salesforce Point-And-Click Tools
Process Builder
Approvals
Workflow
Flow Builder
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Workflow

• Workflow rules in Salesforce are one of the best
  ways to automate business processes that enable
  you to automate standard internal procedures and
  multiple processes to save time while working on
  your Salesforce org.
• A workflow rule consists of two main components

Actions
Criteria
The if part of the if/then statement
The then part if the if/then statement
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Process Builder

• Process Builder in Salesforce supports three
  processes based on business needs.

When a new record is created/updated - A record
change process starts.
When another process is invoked - An invoked
process starts.
When a platform event message is received - An
event process starts.
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Flow Builder

• Flow Builder collects data and perform actions
  that help businesses save time, cut costs, and
  eliminate errors while improving employee
  productivity and reducing IT burden.
• Flow builder provides two types of flows

Auto-launched flows
Screen Flows
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Approvals

• An approval process in Salesforce helps in
  automating how records and actions are approved
  in Salesforce. It specifies each step of approval
  from whom to request approval and what to do at
  every point of the process.

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Conclusion

• Automation tools are the most effective tools in
  Salesforce that automates the number of
  administrative tasks that sales representatives
  and their managers have to perform manually. By
  leveraging the right business automation tools,
  you can achieve cost minimization, higher
  efficiency, and streamlined processes.

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Thank You