Grow your Business with Business Process Automation using Salesforce CRM


Posted September 14, 2022 by Premium_Learning

For more details visit our official site https://www.premiumlearnings.com/ To know about our success stories visit our Instagram page https://www.instagram.com/premiumlearnings?utm_source=prcontentsharing&utm_medium=prfreepankti

 
Salesforce has CRM tools to cater to the automation needs of any business. It has been building up on the business process automation tools with periodic updates and improvisations.
Among the business process automation tools, workflow rules, process builders, and flows offer wide-ranging actions while escalation rules, approval processes, assignment rules, and auto-response rules offer specific solutions to automation.

1. Workflow rules:

Workflow rules (or simply workflow), an automation tool in Salesforce that offers time, energy, and effort-saving solutions to making different processes of a company efficient. Workflow rules have specific criteria to be met in order to trigger automated actions. The automation actions include new tasks, new email alerts, new field updates, and new outbound messages as their names clearly describe.

2. Process builder:

Process Builder is an automation tool that allows users to control the order of actions or evaluate the criteria for a record and refine the existing processes. Process builder has eight actions associated with it:

Creating Records: A user can use this action to create a new record on the salesforce platform.
Updating Records: This feature can be used to update or add new information to already existing records in the salesforce database.
Posting on Chatter: Chatter is a free collaborative tool on the salesforce platform where users in an organization can interact. Process Builder in Salesforce with its post-to-chatter action automates chatter posts for the user.
Quick Action: Quick action is used in salesforce when you already have global actions or objects within salesforce org.
Flows: It is possible to call a flow from process builder. This will launch or trigger the already created flow and called from the process builder.
Submitting for Approval: A record that started the process can be automatically submitted for approval to the designated user using this action of process builder.
Apex Code: An apex code already existing on salesforce org can be triggered using a process builder, when set conditions are met.
Processes: This action will invoke another existing process from the process being built currently.
Email Alerts: We can send email notifications using this action.

3. Approval process:

This automation tool can be used to have a defined protocol for approvals or rejections wherever applicable and necessary.
Approval processes need the following steps for successful implementation
Process Definition Detail and Initial Submission Actions (basic details required)
Approval Steps (Detailed Step criteria and name of the approvers)
Final Approval Actions (executed after all the approval process steps are done).
Final Rejection Actions (executed when one of the approval process steps has been rejected).
Recall Actions (executed when one of the approval steps has been recalled).

4. Salesforce Flow or Flows:

Flows or Salesforce flow is a Business Process Automation tool that provides declarative process automation for every Salesforce app, and other salesforce use cases and implementations in general.
Flow Builder is the tool or canvas that lets you build flows. The Salesforce flow can be debugged or tested on the same canvas too.
Based on the specific needs, there are primarily 5 types of flows namely – screen flow, record triggered flow, schedule-triggered flow, platform event-triggered flow, and auto launched flow.
Salesforce flow or Flows are the latest, and most advanced Business Process Automation tools that can do almost everything the other Business Process Automation Tool can do, and also the tasks they cannot do. Salesforce CRM is laying emphasis on its applicability and encouraging customers to use Flows instead of any other Business Process Automation tool available in salesforce.

5. Escalation rules, Assignment rules, and Auto-response rules:
These are specialized Business Process Automation Tools for a specific use case scenario.
Escalation Rules: Escalation rules specify what happens whenever a case is escalated. Using escalation rules, we can reassign a case to another user or queue(group). An escalation rule can be used to send email notifications to the different users associated with it and make the process automated.
Auto response rules: Auto-response rules is a business process automation tool that lets you send automated email responses to lead or case submissions based on the attributes of a record.
Assignment rules: Assignment rules are a business process automation tool in Salesforce that help mechanize a company’s lead generation and support processes.
Choosing the right business process automation tool:

No need to worry about this list of Business Process Automation tools, their working implementation, and scenarios. If you need training in salesforce by specialized industry experts, you can visit our website (https://www.premiumlearnings.com/cap/) and join the fast-growing community of salesforce professionals making the world a better workplace!!

Founded in 2015, Premium Learning Systems have established a strong foothold in the domain of training with our phenomenal results. Till date, more than 25,000 students have been a part of this journey that has enhanced their skills and enlightened their career paths.
We offer a Career Accelerator Program (C.A.P.) which is an intensive 12 week online training program conducted by Premium Learnings to enable professionals for the Premium-IT industry even if they are coming from a non-IT background.
For any Queries Contact us:- https://premiumlearnings.newzenler.com/contact-form/?utm_source=pdfsharing&utm_medium=pankti
If you are interested in Salesforce you can join our Career Accelerator Program (C.A.P).
Click the link and join the course: https://www.premiumlearnings.com/cap/?utm_source=blog&utm_medium=pankti
Have you completed your graduation and are still looking for a job in IT? Or do you want to switch to a career in IT? You can learn about how to do so by reading the details here:
https://www.premiumlearnings.com/blog/reasons-to-switch-to-an-it-job?utm_source=prcontentsharing&utm_medium=pankti
-- END ---
Share Facebook Twitter
Print Friendly and PDF DisclaimerReport Abuse
Contact Email [email protected]
Issued By Premium Learning System Pvt Ltd.
Business Address 2nd floor, Kartik Chambers, Modern Engineering College Rd, Revenue Colony, Shivajinagar, Pune, Maharashtra 411005
Country India
Categories Education , Social Media , Software
Tags salesforce , jobsforwomen , itjobs , salesforceonlinetraining
Last Updated September 14, 2022