Salesforce Automation – A Glimpse to its Features and Tools

Salesforce Automation! Salesforce Automation! Heard it several times, but still not clear with the terminology. Right? And, being an entrepreneur you have dug deep to know all about it including its functionality, features, tools and impact on business. But, somewhere, you are lagging and unable to explore each bit of it. So, for you, here we have well-explained what is Salesforce Automation, why it is required and tools.

Why do I need Salesforce Automation?

With a list of its sterling features, we will answer to all your questions in-depth.

• Customer and Account Management

• Sales Performance Evaluation
• Sales Graph Monitoring
• Information Management
• Data Management

The good news is, Salesforce Automation tools can help you winning all the benefits efficiently that your business needs. To ease your problem for finding popular SFA tools, we have listed all of them here.

Salesforce Automation Tools – Adding Wings to Your Business

• Workflow

There is nothing better than Workflow, when you are wishing to automate standard internal processes and procedures to save time across your organization. There is a set of workflow instructions that carry out the complete process and workflow rule acts as a container for those instructions.

Available In: Lightning Experience and Salesforce Classic.

Different Editions: Enterprise, Unlimited, Performance and Developer.

• Approvals

Initially, workflow rules are applied to carry out the automation process. To proceed the flow, Approvals will take one step further. It will specify the sequence of steps to approve the records including who to request and what to do.

Available In: Lightning Experience and Salesforce Classic.

Different Editions: Enterprise, Unlimited, Performance and Developer.

• Visual Workflow

Visual Workflow will let you encompassing the process of managing, designing and automating flows. Not only this, instead it will create the flow triggered by users. Also, it offer screen to display and collect information of the user to run the flow.

Available In: Lightning Experience and Salesforce Classic.

Different Editions: Enterprise, Unlimited, Performance and Developer.

• Lightning Process Builder

A plethora of tasks you do on the regular basis like assigning, sending the emails, updating the records and much more. These are essential process of organization, thus needs precision. Lightning Process Builder will let allow you to accomplish these tasks automatically for accurate, smart and reliable results, instead of doing it manually.

Available In: Lightning Experience and Salesforce Classic.

Different Editions: Professional, Enterprise, Unlimited, Performance and Developer.

HytechPro, as a Partner

HytechPro is one of the leading Digital Transformation service provider firm serving varied enterprises including healthcare, insurance, banking and finance across the globe. We have built a series of custom frameworks to help enterprises with their digital transformation journeys. Our experts will let you identify where do you stand in the marketplace, what does your enterprise need and what will be your digital transformation journey map.

Our other expertise are:

• Business Intelligence
• Salesforce

Come forward with your idea, if you have any or let us give an opportunity to develop a provoking solution for your enterprise.

Let us know, what you think:

E-mail: askus@hytechpro.com

Contact Number: +1-888-683-8281