Process Automation Tools in Salesforce.com can give business users ability to implement their ideas of business processes into reality. Salesforce has been the top-most CRM platform across the globe. It offers various tools to its users that can help automate business processes and workflows. In this article, we talk about the 4 best process automation tools in Salesforce.com.
While applications like Salesforce Sales Cloud help to increase sales efficiency, Service Cloud aids service agents to offer superior customer experience, Marketing Cloud helps to run productive campaigns, and Community Cloud helps the business owners to connect with their consumers and partners. In addition to above pre built applications, there are many automation Tools available in Salesforce.com, that you can use to customize the processes it as per your business needs.
Salesforce.com Automation Tools
The Salesforce automation tools allow for increased efficiency by automating the tasks that sales agents and managers usually do manually. While Salesforce gives deep capability to customize the applications through its Force.com platform – the four point and click or declarative (no code) tools that stand out are – Workflow, Process Builder, Approvals Process, and Flow Builder.
Each one of the tools comes with its own unique functionality. The kind of business process that you want to automate, will determine which automating method you must choose to finish your tasks.
Top Four Salesforce.com Automation Tools – Automate your business process
1.Salesforce.com Workflows
The Workflow tool is among the most widely used automation tools in the Salesforce CRM. With workflows you can automate your organization’s standard process.
With the help of this tool, you can take immediate or delayed actions when an event takes place or in simple terms the conditions meet.
The actions that can be taken include – Field update, Sending an Email, Assigning a Task and calling an external system.
Workflows are very popular for their ease and simplicity.
2. Process Builder
Standard work processes in companies typically include – planned tasks that you assign to users, emails you send like reminders, or record updates that are done. Rather than doing this kind of manual work repetitively, you can configure processes using Process Builder – so that it functions automatically. Process Builder allows you to automate your business processes by giving a graphical representation of the process with Drag and Drop tools that any user can use without any programming knowledge. Process Builder support three different ways to trigger the process:
- Record Creation or Updation
- Platform event message received
- Invocable process by some other process
Every process consists of the following:
- Criteria that decide when to execute an action group.
- Action groups contain immediate or scheduled actions. Only record change processes will support scheduled actions.
One of the advantages of process actions is that you can also call a flow or Apex from a process. This allows you to execute almost anything from a Process.
3. Salesforce Approvals
The Salesforce Approvals feature allows you to submit, track and approve transactions or records in your Salesforce CRM. This tool will allow you to define your step by step or multi step approval process. Approval process can help you formally track the approvals and maintain the audit trail.
4. Flow Builder
Flow Builder, also known as Salesforce Flow, gives you a declarative (point and click) method to build process automation. With its easy to use drag and drop interface – flow builder is future of automation tools in Salesforce.com.
Building blocks of flow includes combinations of elements, connectors, and resources. One of the greatest advantages of Flow builder is the ability to create records. Unlike workflows, which execute in background, flows can provide screens to guide users through your business process. Moreover, Flows aren’t linked to any one object and we can create, update, and delete records for multiple objects.
Conclusion
The automation tools in Salesforce discussed above make the business operate more efficiently by reducing administrative tasks and increasing the efficiency of your employees. It eventually leads to an increase in sales and takes the business’s growth to a new height.
If you want to know more about how to automate your business processes with Salesforce automation tools, book a free evaluation call with our Salesforce Consultants, who will assist you in better utilizing the tools with more clarity.
