Platform

Instead of relying on your users to perform each part of a business process, automate it! The benefits are two-fold: your users can spend their time on other tasks, and you can trust that the process is always done just so. Salesforce offers tools to automate several kinds of business processes: guided visual experiences, behind-the-scenes automation, and approval automation. You'll be happy to know that these tools don't require you to write code—they're all point-and-click.

Set up and maintain your users so that they have the permissions and access that they need to perform their everyday tasks. Salesforce provides a variety of features and tools that allow you to customize your data access setup for both internal and external users.

Salesforce Scheduler (formerly known as Lightning Scheduler) gives you the tools you need to simplify appointment scheduling in Salesforce. Create a personalized experience by scheduling customer appointments—in person, or by phone or video—with the right person at the right place and time.

Enhance your objects, data, and fields, customize your org’s look and feel, augment your business processes, create websites, and even create apps—all using point-and-click tools.

Provision a free trial of your offering with Trialforce quickly and easily. Each time a trial is provisioned, Trialforce creates a lead in the License Management App, which helps you track usage and convert prospects into paying customers.

You can make your Salesforce org even more useful and responsive to your users by developing custom applications and integrating your external applications.

Own from Salesforce products supply availability, compliance, and security solutions for your data. They help you preserve business continuity, accelerate on-platform development, and address critical data security and compliance requirements. Optimize data throughout its lifecycle and make sure that your data integrity is solid at every stage.

Want to customize your organization in a staging environment where you can test changes without affecting your production organization or its users? Want to have an organization that users can log into and test new features before they’re production-ready? Or maybe you just want to log into a Salesforce organization for training or development that mirrors your production organization.

Adopt best practices for application lifecycle and release management for your entire development team. Because all changes are captured in a source control system, you have a single source of truth for configuration and code, which improves collaboration with all stakeholders.

Install and configure DevOps Center to manage changes through your release pipeline.