How to Choose the Right Automation Tool by Jonathan Hackworth
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This document discusses various automation tools in Salesforce and provides examples of how to apply them. It introduces the Salesforce automation suite, which includes Workflow, Approvals, Process Builder, and Visual Workflow. Examples are given such as using Workflow to assign an account owner based on opportunity criteria, using Process Builder to automate a multi-step approval process, and using Workflow or Process Builder to trigger actions like sending a lead record to an external system or posting to Chatter. Tips are provided like starting with Process Builder, testing in sandbox, and keeping automation names descriptive.
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How to Choose the Right Automation Tool by Jonathan Hackworth
- 1. How to Choose the Right Automation Tool [email protected] @JonathanTenX Jonathan Hackworth Sales Operations Manager, Tenfold
- 2. About Me First heard about Salesforce a year ago…
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Overview The Case for Automation SFDC Automation Suite Business Cases Tips Q&A 1 2 3 4 5
- 5. The Case for Automation It saves you time!
- 6. “Automation applied to an efficient operation will magnify the efficiency. Automation applied to an inefficient operation will magnify the inefficiency.” - Bill Gates
- 8. Workflow If = Criteria Then = Actions Immediate and/or Time- dependent actions • Email Alerts • Create Task • Field Update • Outbound Message Simple if/then statement
- 9. Approvals Similar to workflow Layout steps for approval and automate who can approve records Actions can be taken on record approval, rejection or recall Simple if/then statement
- 10. Process Builder Visual Designer One place to manage multiple actions Create new records and/or update any related records Can replace apex code for simple actions Multiple if/then statements
- 11. Visual Workflow Most powerful automation tool Collect, update, edit and create Salesforce records Supports user interaction Complex business processes
- 12. Business Cases Practice makes perfect…
- 13. Jordan is the Salesforce admin at v3. After an opportunity is “Closed Won”, the account is assigned to an account manager based on the opportunity’s employee count. Which tool should Jordan use to automatically transfer account ownership to the appropriate person? Case #1
- 15. Wayne is a customer support specialist at DreamSpa Worldwide and handles cases covering a wide-variety of topics. Wayne uses a call script and has asked his Salesforce admin if it’s possible to see knowledge articles based on the answers to the script questions. Which tool could Wayne’s admin use to help? Case #2
- 17. Frances needs to ensure that every time a new lead is created information is sent to an endpoint for an 3rd party integration. What tool should Frances use to accomplish this? Case #3
- 19. Tara is the Salesforce admin at Stargaze. All quotes over $20k must be reviewed by the sales manager and finance department before it can be sent to a prospect. Which tool can Tara use automate this process? Case #4
- 21. Denise is the Salesforce admin at AstroCorp. When an opportunity over $100k is created, a new post should be added to the sales managers’ Chatter group. What tool should Denise use to accomplish this? Case #5
- 23. Tips Plan before you start building Start with Process Builder Keep names descriptive and concise Test in sandbox before deploying to production
- 24. Questions?
Editor's Notes
- #4: Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
- #9: Example: When stage is set to ’Completed’, workflow checks to see if the Actual Completion date is empty, if it is then it auto-populates today’s date.
- #11: Example: When stage is set to ’Completed’, workflow checks to see if the Actual Completion date is empty, if it is then it auto-populates today’s date.