One of the reasons why Salesforce has risen to become the world’s most popular CRM (outpacing its closest competition) is the amount of control it provides to Salesforce Administrators. Because of the system’s capacity to be customized to meet your specific process requirements, more individuals nowadays are switching to Salesforce.
Using Salesforce automation tools, administrators may reduce time-consuming routine tasks, allowing them to devote their time to more important responsibilities. Workflow Rules, Process Builder, Flow, and Apex are just a few of the tools available.
As every tool has its own set of features, benefits, and downsides, which means that there is certainly a tool for every circumstance that an administrator might face. We will look at the characteristics that each one has to offer to figure out which one to use when.
Top Salesforce Automation tools
We will look at the characteristics that each one has to offer to figure out which one to use when.
1. Process Builder
Salesforce Process Builder is an automated tool that lets you control the order of actions and analyze record criteria. This automation tool with Salesforce’s new Lightning UI (User Interface), is simple to design, has many capabilities, and has significantly expanded the amount of declarative work that an administrator can accomplish by a significant margin.
The following features are available:
- Create a record
- Update a field
- Delete a record
- Make a change to a related objects field
- Make a phone call
- Start a flow of thought
- Send an email to [email protected] Make a post to chatter
Advantages: The advantages are obvious from the feature list: the process builder is capable of virtually anything! Also, you may have multiple decision points, which means that you can have many more outcomes than you can with processes. Salesforce has also made the Process Builder so simple to use that any administrator should have no difficulty increasing the capability of their organization by using this tool.
Disadvantages: If you are looking for anything on a big scale, the Process Builder will run into a variety of limitations rapidly, which should be taken into consideration when working with a large organization. One of the limitations that you can encounter is the number of SOQL queries that can be executed at the same time.
So, if you are planning to use this automated function while concurrently loading thousands of entries, you may want to reconsider your strategy. Also, if this tool is not configured properly, it may cause problems for users.
Also, read: Salesforce ideas to grow your revenue in 2022
2. Workflow Rules
Working with Workflow Rules is like using the most well-known and widely used tool since it has been around for a very long time and is quite reliable. While Workflows have certain limitations in terms of capability when compared to the other tools available, they are incredibly reliable, extremely quick, and extremely simple to use.
The following features are available:
- Update a field
- Make a mission for yourself
- Send an email to [email protected] Send an outgoing message to someone.
Advantages: Workflows, because of their clarity and simplicity, are a wonderful introductory tool for any new administrator. Their functioning is so straightforward that it is quite unusual for problems to arise. Workflows also have a few limitations; if you have a huge organization with a significant amount of data, workflows should be able to manage it without any difficulty.
Disadvantages: Workflow rules will only analyze one outcome: either it is true, and the rule will be executed, or it is false, then the rule will not be executed. If you’re looking for advanced automation capabilities, you’ll need to look elsewhere. For example – Users can’t generate another object record from the process while the evaluation criteria get executed.
Flow is the most powerful declarative Salesforce automation tool you have ever heard of, and it is the unacknowledged icon of many administrators. The Visual Flow tool, which is also known as Visual Flow, is mainly used to build wizard-style panels that may guide a user through a sequence of tasks while updating data along the way.
Flow, on the other hand, may be used without a wizard-style panel, operating in the background like other automation tools, but with far more functionality.
The following features are included: All the functionality included in.
- Process Builder
- Plus, wizard-style displays
- The ability to remove records and change any record in the system (not just related).
Advantages: If Process Builder is unable to complete the task, Flow is typically able to. It is, in general, far more powerful, not just in terms of individual characteristics, but also in terms of the overall image. It provides administrators with access to “code-like” capability without the need to write a single line of code themselves.
Disadvantages: The limitations of Process Builder are comparable to those of Process Builder. The Process Builder has a steep learning curve, so do not anticipate a simple wizard-style interface like that of the Process Builder. Processes, once again, are susceptible to failure.
We have finally reached the only tool on our list that requires the use of development abilities. Apex is We have finally found the only tool on our list that requires the use of development abilities. Apex is Salesforce’s programming language, and it can be used to do almost anything on the Salesforce platform.
Most advanced implementations will need the Apex language for a variety of reasons, therefore even if you are not a developer, you should know why Apex is used and what it can do.
Features: All of the features stated in the preceding tools, plus a few more.
Advantages: When declarative tools are unable to complete the task, Apex is called upon to assist. Apex is incredibly scalable; therefore, it can handle any large-scale implementations where constraints are generally a concern, and it does so with ease.
Disadvantages: Having programming abilities is required for learning Apex, and it may be time-consuming since you must develop test classes with each piece of code. Another disadvantage of this tool is that it is only applicable for products on the Salesforce platform.
Salesforce is a powerful CRM tool that can help businesses automate their processes and grow their sales. However, it can be challenging to know which processes to automate and how to do it.
It is the goal of automation solutions to make the responsibilities of Salesforce admins and even Salesforce developers more manageable. As you can see, Salesforce does not lack such tools, offering you a diverse selection of solutions to meet your specific requirements and degree of dedication. When considering a feature to tackle a complicated business issue, it is always an innovative idea to take a step back and consider the pros and downsides of the feature in question. Every tool on this list has a specific role to play in the Salesforce ecosystem, and it is your responsibility to choose which one that role is.
If you are looking for ways to automate your Salesforce processes to grow your business, you have come to the right place. In this blog post, we have shared the top Salesforce automation tools that can help you save time and money. We have also shared some tips on how to automate your processes effectively. Hope this helped you in understanding how to utilize Salesforce Automated tools to grow your Business.
All the best!