Automation
Overview
Salesforce offers a variety of automation tools and features designed to streamline processes, improve efficiency, and ensure consistency across your organization.
These include but are not limited to:
Here we will focus on Flows, Workflow Rules and Approval Processes. As Salesforce matures automation features get sunset. This happened with Process Builder being aligned to Flows. Workflow rules are seemingly next to go.
How Is Automation Used?
Flow
Flow is a powerful tool that provides advanced automation capabilities allowing for more complex and interactive processes.
Types of Flows
Screen Flows
Interactive flows that guide users through a series of screens to capture and process information.
Autolaunched Flows
Background processes that run automatically based on certain triggers or events without user interaction.
Features
Visual Flow Designer
Provides a graphical interface to design and configure flows.
Data Manipulation
Can perform complex data manipulations and logic operations.
Workflow Rules
Workflow Rules automate standard internal procedures and processes to save time across your organization.
Components
Rule Criteria
Defines when the workflow should trigger based on record criteria.
Actions
Includes tasks like sending email alerts, updating fields, creating tasks, and sending outbound messages.
Approval Processes
Approval Processes automate the approval of records within Salesforce ensuring that they are reviewed and authorized according to predefined criteria.
Components
Approval Steps
Define the stages of the approval process and the criteria for each step.
Actions
Specify what happens when records are approved, rejected, or recalled, such as updating fields or notifying users.
What is the Benefit?
Salesforce’s automation tools provide a wide range of capabilities to enhance efficiency, ensure consistency, and standardize business processes. By leveraging Workflow Rules, Flow, Approval Processes, Einstein Next Best Action, and other tools organizations can automate mundane but necessary tasks.
Who is Impacted?
Developers/Admins
Developers and Admins together can use Flow to build “no-code” solutions to handle complex automation logic, repetitive actions and manage workflow logic. Approval Processes help Admins define multi-level steps of record approval for their end users.
End Users
Flows provide improved efficiency and a smoother user experience. Flows can automate data entry, guide users through multi-step processes and reduce manual effort. Automated approval processes can help increase efficiency and automate document signature.
Customers
Customers reap the benefits of flows in external applications. Here tools such as Screen-Flows guide them through a custom interface.