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September 28, 2023

Automating Business Processes with Salesforce

When meeting project deadlines becomes tight, you need to save time, effort, and money. For this reason and more, automation for the tech industry is taking off and so is automation in almost any industry you can think of! 

In this article, we explore why companies are automating tasks in Salesforce and what are the benefits of automating business processes. We finish the piece with a guide to get you started on adding Salesforce automation to a business process and some of the Salesforce automation tools on offer. Join us below to get started!

Why are Companies Automating Business Processes in Salesforce?

Salesforce is the world’s leading customer relationship management (CRM) platform with automation features and tools to streamline business processes. Many organizations worldwide of all sizes and across various industries use Salesforce workflow automation tools and features to speed up everyday tasks, which in turn increases the efficiency of their business processes.

7 Benefits of Automating Business Processes with Salesforce

Let’s look at some of the benefits a business can obtain from Salesforce.

1. Eradicate Manual Work

With Salesforce automation, tech businesses get to eliminate manual tasks from workflows, especially the ones that are repetitive and time-consuming. The biggest benefit of reducing manual work is that projects are completed faster. Businesses can then assign employees to other higher-level tasks to increase the overall productivity of teams.

2. Improved Data Accuracy

Even though projects are delivered faster, with Salesforce automation, businesses can trust that their software is free from human errors, such as copy-pasting mistakes or typos. The benefit of enhancing data accuracy means that your projects can also be relied upon to make critical business decisions based on objective facts.

3. Elevated Customer Service

Since Salesforce focuses on customer relationship management solutions, its automation tools and features can help businesses track customer interactions to create personalized experiences for customer support. The most significant advantage of automatically tracking customer interactions is that tech companies can use the data to resolve customer queries as they arise quickly.

4. Better Sales & Marketing Strategies

Sales and marketing teams often use Salesforce automation to nurture leads and assign them scores. This benefit helps employees determine which leads are high-potential and can be approached to convert to customers. Other tech business benefits from automating sales and marketing tasks focus on campaigns, such as creating targeted campaigns or tracking the overall success of those initiatives.

5. Highly Valued Data Insights

Salesforce’s automation tools and features help tech businesses gather and analyze data in a single location, but they also provide tools to help companies report on findings. Managers or employees who need to make critical business decisions can benefit from these visual reports to quickly gain insight into the topics at hand.

6. Prepared for Scaling

Small and medium sized tech companies are using Salesforce automation because they know the CRM platform can handle their projects and data as their organization grows. This benefit keeps up with the speed of your business profits and growth.

7. Maintain Compliance & Security

Salesforce is trusted for its security features as it keeps sensitive data safe. With Salesforce’s automation tools, tech businesses can configure processes to be compliant with industry regulations, too. The overall benefit is that companies can rely on automation to keep Salesforce data safe, private, and compliant with their location or industry regulations.

Automating Routine Business Processes with Salesforce

The benefits of automating business processes with Salesforce are essential to slashing times in project deliverables and improving customer experiences. So, how does a business go about automating processes with Salesforce? Here are 10 simple steps to add Salesforce automation to business processes:

  1. Take a look at your processes and find out which ones need to be automated. These would typically be the ones that you can gain the most benefit out of automating, such as email marketing or customer support queries.
  2. Create a map of your current business process by documenting each step clearly.
  3. Now, it’s time to choose a Salesforce automation tool that will work for your automation process. Salesforce provides Workflow Rules, Process Builder, Lightning Flows, and Approval Processes.
  4. Select Workflow Rules for automating general procedures, Process Builder for complex processes, and Lightning Flow for custom interactive automation.
  5. Then, you can automate the way your business enters data into Salesforce.
  6. If your business collects data from external systems, you will need Salesforce integration tools, such as Salesforce Connect and APIs, to make sure that your data is transferred correctly.
  7. Test your new automated business process in a sandbox environment. This step will let you see if your process works how it is intended to without overwriting your current data with errors.
  8. If your automation works, it’s time to train and support your business teams so that they understand the new business process.
  9. Monitor your automated business process and ask your teams who work with it for feedback. This information can help you to optimize the business process to be more accurate or fast.
  10. As you reap the rewards of a single automated business process, you can start to identify other functions in your organization that can be automated.

Third-Party Salesforce Automation Tools

We mentioned Workflow Rules, Process Builder, Lightning Flows, and Approval Processes as Salesforce tools that can help you automate business processes. However, you have other automation options if you want to use something other than a Salesforce product.

HubSpot (News - Alert)

For example, HubSpot is a third-party marketing and sales automation tool that integrates with Salesforce. Marketing and sales teams can use a HubSpot and Salesforce integration to work with each other to create efficient business processes, such as automating email marketing or capturing lead data.

Conga Composer

If streamlining document generation or creating reports is your goal this quarter, then Conga Composer can help simplify business processes. For example, many businesses use Conga Composer to create documents, reports, and presentations with Salesforce data.

Titan Flow

If you are looking for the ultimate speed, then try Titan Flow. This application can give your business 10,000 Salesforce automations per second. Organizations use Titan Flow to speed up a wide range of business processes as they offer a no-code workflow tool that can scale and integrate with Salesforce seamlessly.


Processes will constantly change and grow as your business scales. There is no need to struggle with tasks that waste business time and resources. For these reasons, and more covered in our article, it’s essential to know your business processes and the capabilities of Salesforce. With this information in your hand, you can decide whether to choose Salesforce tools or third-party applications to automate your processes that can allow your business to grow to the next level.

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