Oh automation. It’s a buzzword. It grabs headlines. Everyone wants it. This is all for good reason though, because it really does make life and work easier. If I could automate putting my socks on, I would probably do it.
As you likely know, Salesforce has a plethora of powerful tools, such as Approvals, Process Builder, Workflow, and Visual Workflow, that you can use to automate your organization’s repetitive processes. The key to the game here, is knowing which one to use and when.
The simple breakdown:
- Approvals are a great way to automate actions such as time off request approvals.
- Process Builder and Workflows are best for business processes that can be simplified to if/then statements.
- Visual Workflows works best for building a wizard to collect information for you.
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.