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Automation in Salesforce

The document discusses different types of automation that can be used in Salesforce, including process automation, task automation, email automation, and opportunity management automation. Process automation allows common processes to be completed without manual user action. Task automation ensures tasks are assigned and deadlines are met. Email automation can automatically send emails like customer satisfaction surveys. Opportunity management automation can automate processes like contract renewals.

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Ameer Abdullah
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238 views3 pages

Automation in Salesforce

The document discusses different types of automation that can be used in Salesforce, including process automation, task automation, email automation, and opportunity management automation. Process automation allows common processes to be completed without manual user action. Task automation ensures tasks are assigned and deadlines are met. Email automation can automatically send emails like customer satisfaction surveys. Opportunity management automation can automate processes like contract renewals.

Uploaded by

Ameer Abdullah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Automation in salesforce

Process Automation
Process automation is a way of having a common process happen on its own
without the need for user action in Salesforce. It allows you to trust that the
process is always done correctly and on time, which allows your team to spend
more time on important tasks

The purpose of process automation is to cut down on repetitive tasks and remove
redundancies.

Types of process automation


 Task Automation
 Email Automation
 Opportunity Management

Task Automation
Tasks in Salesforce are “to-dos” for your team, like scheduling a follow-up call with
a client or creating a proposal. This ensures that reps know exactly what they
need to do and when that deadline is.
They’re the most common way for Salesforce Essentials users to keep themselves
and their team on track for completing their work for the day. If your workflow
uses a lot of common, repetitive tasks that need to be done on a daily or weekly
basis, it may be smart to automate.
Example: if your sales reps follow up with customers who have expressed interest
in your company, but they’re not able to get in touch, you’ll still want to make sure
your reps get in touch over the next few days. Doing so will prevent it from getting
lost in the mix of new leads coming through the system.
Email Automation
A great example of email automation occurs with Salesforce Essentials Service
Cloud, a customer support-focused tool that allows service agents to solve cases
with a detailed view of every customer interaction.
If one of your customers has their support inquiry resolved, you’ll want feedback
to ensure you’re providing the best customer experience possible. This customer
feedback can be captured by utilizing a feedback form that is sent out after their
support case is closed or resolved — with email automation, there’s no need for
the support agents to send that out.

Opportunity Management
This type of automation deals with an opportunity, or a deal that’s already in-
progress. Anytime you’re actively selling to a customer, you’ll want to create an
opportunity to track and manage the sales process.
Example
 Meeting Scheduled
 Analysis of Needs/Challenges
 Create & Send Proposal
 Negotiate Price
 Close Deal
Imagine you won a customer’s business after following the sales process you
created in Salesforce. Now, almost a year later, it’s time for them to renew their
contract.
To follow up with this customer and ensure that this is also top of mind for them
We have to kickstart an automated process using the Salesforce data pertaining to
the customer. Once the contract end date is entered in Salesforce, you can use
automation to achieve a few things:

 Create a specific sales task to follow up with the customer at a set time
prior to the renewal
 Send an email to the customer stating that their renewal date is
approaching
 Automatically create a new Renewal Opportunity to keep track of the deal

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