Salesforce Automation | Business Process Automation
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1. Business Process Automation in Salesforce
In this Salesforce Automation tutorial, we will see Salesforce Business Process Automation. We will learn Salesforce Automation meaning and software provided by Salesforce. Moreover, in this Salesforce Automation tools, we will discuss workflow automation software, Salesforce lightning process builder, visual workflow, and approval automation process in Salesforce. At last, we will see Salesforce robotic process automation.
So, let’s start Salesforce Automation Tutorial.
2. What is Salesforce Automation?
Salesforce is one of the leading software’s which are ruling in the sector of providing a world-class feature to the business which makes their functioning easy. It provides powerful tools which enable this automation. These Salesforce Automation Software are:
- Workflows Automation Software
- Lightning Process Builder
- Visual Workflow
- Approval Process
3. Salesforce Automation Tools
Below, we are discussing Salesforce Automation Tools, let’s have a look:
a. Salesforce Workflow Automation
Workflows Automation in Salesforce: Workflows permit us to automatize basic processes which will be summarized with a straightforward if/then statement which means that if certain conditions are met, then mere actions are initiated. Currently, these actions are either immediate (that happen immediately) or time-dependent (are dead at a selected time). The actions permissible through workflow are Field Update, Email Alert, Produce Task and departing Message Key Considerations:
We can additionally use method Builder to automatize the fundamental processes that contain if/then statements and Salesforce recommends beginning with method Builder.
The only action that can’t be performed with method Builder and is just attainable through workflow is sending outbound messages. (as an alternative to this, we are able to call Apex/API through a process Builder)
Workflow rules permit us to feature multiple time triggers (that have the same criteria) on to one workflow rule. For instance causation timely email notifications and making timely tasks.
We cannot add time-based actions to a workflow rule if we tend to select ‘Every time a record is formed or edited’ as the Evaluation Criteria.
Actions that use multiple workflows. We are able to either add associate existing action or produce a brand new one on a workflow.
b. Lightning Process Builder Salesforce
Salesforce Lightning Process Builder or just Process Builder Salesforce permits us Salesforce Automation Business Process that contains multiple if/then statements. It additionally provides a graphical representation of your method and a straightforward to use UI to create your processes. process Builder essentially consists of entry criteria and Actions (Immediate and regular that are enclosed in Actions Groups) to be executed once the criteria are met. The attainable actions through process Builder ar to make records (related to the Record triggering the method Builder), Email Alert, Launch a Flow, Post to Chatter, Quick Action, Submit for Approval and Update Record(s).
Have a look at Salesforce Static Resource
Key considerations in Salesforce Lightning Process Builder:
- In most of the cases of Salesforce Automation, it’s preferred to use a Process Builder Salesforce rather than multiple workflow rules (but not altogether the cases)
- Make sure that you simply have deactivated any workflow rules that you simply are near to replace with a process that’s designed through process Builder.
- We willnot reorder actions in every action group. However, can reorder the factors notes which means we are able to modify the order of filter criteria.
c. Visual Workflow in Salesforce Automation
Salesforce Automation Visual Workflows or just Flows permit us to automatize way more advanced business processes and most significantly modify us to automatize processes wherever we want to urge information from the user then proceed based on the inputs provided. We are able to additionally delete records through Flows. In contrast to a process, Flows don’t initiate on their own based on changes to a Record. They have to initiate through different suggests that like calling them from a Salesforce Process Builder, through a Visualforce page or calling them through APEX.
Key Considerations in Salesforce Automation:
- Ensure that you spare any progressions done to the Flow. Since Flow dependably runs the last spared adaptation.
- Make sure that all the required fields on objects give information while making records through flows.
- Ensure that the users who need to utilize Flows have the correct access to them particularly when the flows called from a Visualforce page.
d. Approval Salesforce Automation Process
As the name recommends, Approval Process in Salesforce Automation empowers us to mechanize the endorsements required in different situations. We can indicate the criteria required by a record keeping in mind the end goal to get into the Approval Process. The quantity of endorsement steps required and who ought to favor each progression. We can likewise indicate what activities can happen when submitting a record for endorsement when an approver or all approvers support the record and furthermore when an approver rejects a record. The activities allowed through the Approval Process are Field Update, Email Alert, Create Task and Outbound Message. We can empower the Approval Process through Email Response, through Chatter Feed or through consistent endorsement. Endorsement Process starts when a user submits a record for endorsement when called from Salesforce Process Builder or a Flow or through APEX.
Key considerations in Salesforce Automation:
- Ensure that the request or grouping of your Approval procedure is according to your necessities.
- Make sure that the assigned Approvers have the important consents on the record that they have to endorse.
- Ensure that you have the email formats prepared so as to advise the Approver with respect to the Approval Requests.
4. Salesforce Robotic Process Automation
Each device has its own preferences and a couple of restrictions to it too. It is critical to comprehend the capacity of every one of these devices to choose which instruments suit our particular utilize case. At the point when utilized as a part of mixes, we can robotize more perplexing business process.
Best Practices in Salesforce Robotic Process Automation:
Continuously note down your business procedure before beginning to robotize it. This will dependably make your errand simple to choose the right apparatus for process computerization
Ensure that your mechanized procedure does not get into boundless circles. Continuously ensure that you incorporate extra checks keeping in mind the end goal to maintain a strategic distance from this circumstance.
When you roll out any improvements to custom fields, recall forgetting to ensure that you additionally refresh the mechanized procedures in which that field incorporates.
Records made or refreshed through mechanized procedures can sidestep the required field approvals that are set up on the page designs. Administrator ought to dependably ensure that legitimate information is given in those fields as a component of the procedure.
Actions can utilize on numerous Salesforce Automation Tools.
So, this was all in the Salesforce Automation Tutorial. Hope you like our explanation.
5. Salesforce Automation – Conclusion
In this Salesforce Automation Tutorial, we learned what does automated business process mean in the Salesforce technology. Also, we saw how to implement Salesforce Automation in it. Moreover, we discussed Salesforce Automation Tools, Salesforce Robotic Process Automation. Still, if any doubt regarding Salesforce Automation, ask in the comment tab. You can also share your reading experience through comments.
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