How to use Salesforce to automate your Business Processes

Business Process Automation is the leading element of technological revolutions. Years ago, companies used heavy software that was time-consuming and inefficient. Automation was scarce or non-existent, and companies carried out their tasks manually. Such approaches led to many problems, such as time lag, complex processes, and compliance issues.

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Salesforce automation solves a big part of this problem by letting you automate your portals and work across platforms. It can also be integrated into existing processes, allowing you to quickly start using it for your operations. Salesforce development outsourcing companies such as BairesDev can help you create and execute implementation plans based on your requirements and the processes you want to automate.

Salesforce has features such as the Workflow automation software, its Visual workflow, the Process builder, and the Approval tool. The Workflow tool allows you to automate basic processes. Visual workflow helps you automate heavy business processes. Process Builder can automate business processes with multiple if/else statements, and the Approval tool can automate records in Salesforce. There’s also Salesforce Robotic Process Automation (RPA) that you can use for automating tasks such as scraping, reporting, and CRM.

It is clearly a powerful tool that can help your business grow. Although, if you want to use it to its full potential, it is vital to ensure the quality of your data by implementing the best practices for Salesforce data cleansing (which requires some manual work such as accurate data input).

Salesforce can be used for automating many parts of your business processes. Some of them are mentioned below.

1. Programming

Salesforce Lightning Flow is a client-side script that allows you to automate Salesforce applications programming. You can use Lightning components to create a UI-first design. That will help to create a responsive website. All the various elements of the page, such as buttons, forms, etc., get changed to responsive components.

You can create Apex code to drive programs through Visualforce pages for data syncing. You can also use the Visualforce server-side code to custom-render forms and pdf documents.

2. Handling activities

Since automation handles many queries, Salesforce makes sure that all the queries get uniform results and accurate input. It also ensures that the output produced is detailed and presented in an actionable way.

The step processes ensure that all tasks are completed efficiently and correctly.

These processes add structure to the whole procedure. They can observe which practices provide the best results so that you can implement them. You can also test better through Salesforce testing suites. It offers both manual and automated tests.

3. Customization

You can use Salesforce for different types of customizations. For example, you can use its workflow customization features to ensure that the system performs certain tasks automatically when it meets predefined conditions. However, you can also create validation rules so that it requires manual intervention before submitting those tasks.

You can use opportunity related features to ensure that different teams can work together on a particular project. You can also set a case queue to ensure that workload is distributed equally and fairly.

4. Changes

For implementing changes, automation is more efficient than manual implementation. The streamlined process allows developers to change specific factors rather than changing the whole process. Also, you can make changes at once on an organization level instead of working in a particular sequence.

This type of change implementation also increases visibility since the whole organization can view your work’s progress. It offers a massive advantage to your team as it improves accuracy, and you have to spend less time ironing out issues.

It also helps in improving the overall security of the data associated with the project. In Salesforce, you can use security options for access-related issues and decide who has access to a particular type of data. It also helps in cleansing incomplete, wrong, and inconsistent entries.

5. Workflow management and Analysis

Managers can assign work depending on the skill and resources available. Workload management helps in better utilization of resources. If any task is unassigned or unnoticed, the manager can make appropriate adjustments based on the individual resources’ workload. They can also use service cloud features to determine who to transfer the requests to. For example, reps can transfer ad-hoc requests to a particular person/team.

Salesforce also helps gather data based on leads by understanding the best time of day to contact, the most profitable time, what campaign is getting the best response, etc. Managers can use the community cloud option to gather reviews, feedback, and detailed customer behavior reports. They can also identify your most active users/fans/loyal customers and offer incentives to them.

You can use the sales cloud to see what project your team is working on. The organization can easily track specific deals and how far along a particular sales funnel a client is through this. You can use the marketing cloud to create and implement marketing plans such as sending promotional emails to different prospects, offering deals, etc. A custom dashboard can be created through the marketing cloud to generate real-time reports to reply to a particular campaign.


Automation has a very significant role in technological advancement. Good automation software can analyze the workload, implement features, and integrate with other tools. Some automation tools also offer data center monitoring and deployment features.

Implementing Salesforce automation for BPA processes has many advantages, such as efficiency, speed, and reliability. These days, companies are using Salesforce for many ventures, such as bug tracking, shipment handling, calendar management, and office processes.

Most companies use Salesforce for automating simple tasks that can save the most time and money. But before using Salesforce, make sure that you have proper documentation available. Additionally, if necessary, manual intervention can always be used via the approval tool for final validation.

Interesting related article: “What is Automation?”