Выбрать организацию
Salesforce Automation Best Practice Guide
Дата публикации: Jan 28, 2026
Решение
|
Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks.
Below, you’ll find resources to help you decide which automations to use depending on your needs. An Intro to Salesforce Automation Before determining which automation best suits your business needs, you must first understand what automation means. These resources will help paint a clear picture of what the automation of processes, approvals, and tasks can look like for your organization. Why Love Automation? Check out this article highlighting the global impact of automation by different industries and countries. Review the customer story on how automation helped digitize an approval process in a time of high-volume requests. After reading this, you will understand what there is to love about automation! Intro to Automation Explore this documentation to get a high-level overview of the different automation methods available to use in Salesforce that save you time and resources. Automation Tools Salesforce provides multiple automation tools that are dependent on the level of complexity needed to achieve what it is you are trying to accomplish. These resources will help you understand which automation tool will best help you reach your business goals. Automation Tool: Features Scroll down within this article to check out the matrix for a breakdown of all the features and actions supported within each Automation tool: Approvals, Flow Builder, Einstein Next Best Action and Apex. Automation Tool: Which One to Use View this video from one of the leading cloud experts that walks you through each automation tool and when and why to use each one. Architect Decision Guide The Architect Decision Guide will help you evaluate trade-offs and advantages of the different automation tools. Get recommendations from the product teams on which tools best address different use cases. Automation Implementation A hands-on approach is the best way to learn how to implement automation tools. Dive right in by exploring these guided Trailhead modules that will help you understand the steps to enable these tools. Once you have reviewed these, you’ll be on your way to building out flows to create tasks, route approvals, update records, and email users. Flow Basics Get to know Flow Builder, the primary tool for creating flows. Learn when to use flows to automate business processes. Automate Approvals Learn how you can automate simple approval processes using Flow Builder. Automation Deep Dive As you begin to think about your automation journey, it is helpful to study use cases to help guide your automation strategy and focus. Check out these resources to learn how to take your automations even further than you imagined to streamline your business. Building a Simple Flow Explore this video to learn how to build a simple visual flow using Flow Builder for a donation request example via an input screen, fields, and choices to collect basic customer information. Five Pro Tips for Salesforce Flow Follow these quick tips to get up and running with Salesforce Flow. Automating with Salesforce Flow If you have a Premier or Signature Success Plan, sign up for this individual expert coaching session to learn how to set up and configure Salesforce Flow in a sandbox environment. Troubleshooting Resources Before rolling out your automations to users, make sure you validate and test them just like any other customization. Should you encounter a bug while validating, don’t worry! These resources will guide you through troubleshooting tips if you run into any blockers during the validation process. Troubleshooting Flow Errors Using the Debug Button Check out this helpful video on how to fix errors using the Debug button in Flow Builder. Flow Troubleshooting Complete this Trailhead module to learn how to diagnose and fix common flow issues. Go Further with Automation Manage Productivity Determine how much time you’re saving your team with the Process Automation Tracker in Salesforce AppExchange. Flow Orchestration Streamline complex workflows with Flow Orchestration. Our experts will guide you on rolling out multi-step processes that interact with multiple users. Dive Deeper with Automation Tools Get the scoop on the latest news on automation from the Salesforce Admin blog. Ask an Expert Bring your automation questions to a live session and connect with a Salesforce expert. Explore Salesforce Events Check out these upcoming Salesforce Customer Success events. Join the Customer Success Community Connect with Salesforce experts and other Trailblazers like you. The community is a great place to ask questions, get answers, and share your experiences. Salesforce Support on YouTube Explore videos made by Salesforce experts to guide you through best practices and how-tos. Become a Trailblazer Consider blazing your own trail by completing this Trailhead superbadge on process automation.
Linda Rosenberg, CloudKicks’ admin, needed to quickly set up Salesforce to create sales processes for all of the additional international markets. As Linda was creating these processes, the Sales Leaders asked her to include a discount on the sneakers if certain criteria were met to help promote sales for the new markets. The tricky part was, each market had its unique set of criteria and rules before the discount could be applied. After mapping out each region’s unique criteria for the discounts, Linda determined that tracking this all manually or on a document for sales reps was going to be a logistical nightmare. So Linda began thinking of automation. She was determined to find a more efficient way to automatically apply the discounts if criteria were met, lessening the chance for human error or missteps. Her goal was to make the process as seamless and efficient as possible. Because Linda had already reviewed the resources onchoosing the right automation tool, she knew that Salesforce Flow made the most sense for her use case. This flow would help automate the discount that should be applied by evaluating criteria based on customer inputs, and then automatically applying the discount if applicable. She could even create or update records, create quotes, and send emails through flow elements. She teamed up with CloudKicks’ business analyst to create a Salesforce Flow. Together, they had it up and running in no time. Linda set up a meeting with the sales teams and their leaders to discuss the new automated method for discounts. Linda did an end-to-end demo of the complete checkout process and how the automation would automatically apply the discounts. The sales team was absolutely thrilled to learn how much time they would save by not having to manually track this! As a result, CloudKicks seamlessly and successfully launched their sneakers to an international market. The company’s sales teams achieved efficiencies and were able to focus more time on expanding further into other markets, and sales leaders were able to trace every step in the deal process. All this was made possible by automating the discount process with a simple flow. |
Номер статьи базы знаний
000393269
Эта статья решила вашу проблему?
Оставьте свой отзыв, чтобы мы могли стать лучше!
