Considering what Salesforce enables users to achieve, it should be no surprise that when we talk about workflows, there is a large topic covered within it. This Salesforce workflow automation guide will compress all that you need to know into an easy to follow guide to achieve faster sales processes.
First of all, the simplest understanding of this process is that it involves speeding up a manual and resource-intensive procedure to create an efficient system that pleases the customer as well as the sales team.
You’re probably reading this because you have many questions about the process. Hopefully, by the end of the article, you will have important questions answered and you can implement it with ease.
Workflow has been a process employed in several cases and it involves structuring the way actions are executed. One action is used as a supplement to another action within the Salesforce process. When you set these actions up the right way, you can enjoy the benefits of Salesforce workflow automation.
Workflow rules are a set of actions placed in a particular order by a Salesforce user to enable automated actions. These actions occur based on certain conditions. The actions can be set to occur immediately after a particular condition is met or after some time. For example, a particular email can be sent out to a client after they visit a certain page on a user’s website.
You need to understand that there is a simple principle around which workflow automation will work within the CRM. It monitors records that are created and updated and based on those actions, decides which corresponding action should be taken. Record taking, therefore, becomes an important part of the sales process, since it will determine how the automation process works. Some functions that can be automated include:
It can get confusing trying to figure out which automation would be the best choice.
Here’s a guide to help you:
If you want something basic and easy to use, then Workflow would be the best choice for automation. It simply depends on “if this, then that” statements. This is effective for automation that will respond to updated records. For example, if the record is changed, then a task will be set up for a member of the sales team.
Process Builder: Process Builder is quite similar to workflow, it is in fact an upgrade that works with the same principle of ‘if this, then that.’ If your team is already used to Workflow, there may be no reason to change. However, if you have just started using Salesforce, then you will have a version that restricts you to Process Builder.
It is ideal for updating records and scheduling tasks. You can also use it for automated messages and notifications among other communications. Salesforce constantly updates this tool, so you may find new features added.
Apex: If you have no problem with code, then here is an automation method to try. Apex is code-based and powerful. You need a qualified developer who understands Salesforce to effectively implement it. This is usually left for people with extensive training and certification.
Apex however can be used to distribute records, delete, generate templates for email, updating various records as well as manage user activity.
Flow: If you want something less complex than Apex but a step higher than Builder, then go with Flow. It handles automation functions that utilize various criteria. It also has some capabilities that Apex has like deleting information from the CRM. You can also use it to setup confirmation screens within Salesforce.
Although you do not have to use code, Flow will challenge you to have the skills of a programmer. It is probably best to let professionals handle it and a user will need to have admin-level knowledge.
Flow is appropriate if you want to achieve automation in user interactions which you won't be able to achieve with Builder.
Robotic Process: You can take Salesforce automation to a whole new level using this method. This is effective for organizations that want to reduce the amount of human involvement in the CRM process. With RPA, you can trust the software to extract information from an email, process it and either distribute a task based on the information or enter the necessary information into a database.
Robotic Process can even take orders from customers and process payments. There is minimal need for human involvement in this process and it works impressively fast in comparison to Builder or Flow.
You may wonder if it is really worth it to change the way you are already handling your Salesforce process. Well, some users do not notice how much they are missing out on until they taste the benefits of automating the CRM process.
There’s a lot that can be achieved and here are some cool benefits:
If your sales processes are highly labor driven, it is a good idea to choose an appropriate workflow automation method and get more done faster and better.
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