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Salesforce Automation Guide

Salesforce Automation Guide

Salesforce Automation Guide. I cannot lie. There was a time when I thought the greatest thing about Salesforce was that it prevented leads from falling through the cracks. I was a marketing opps person. There was a time I thought readily available information at your fingertips and integration with an email platform was the greatest thing. I was in sales management. Today, as a Solutions Architect, I think Salesforce Automation Guide is the best. Automation provides the tools necessary to automate repetitive processes and daily tasks for your business, such as creating follow-up tasks, sending reminder emails, or updating records. Automations help users save critical time and reduce errors by creating automated processes to complete repetitive tasks. Below, you’ll find resources to help you decide which automations to use depending on your needs. An Intro to Salesforce Automation Before determining which automation best suits your business’s needs, you must first understand what automation means. These resources will help paint a clear picture of what the automation of processes, approvals, and tasks can look like for your organization. They aren’t just time savers. They can be game changers. Why Should You Love Automation?Check out this article highlighting the positive global impact of automation across different industries and countries. Review the customer story on how automation helped digitize an approval process during a time of especially high-volume requests. After reading this, you will understand why automation is so beneficial! Intro to AutomationExplore this documentation to get a high-level overview of the different automation methods. Automation Tools Salesforce provides multiple automation tools depending on the level of complexity needed to achieve your goals. These resources will help you understand which automation tool will best help you reach your business objectives. Automation Tool: FeaturesScroll down within this article to check out the matrix for a breakdown of all the features and actions supported within each automation tool: Approvals, Flow Builder, Einstein Next Best Action, and Apex. Automation Tool: Which One to UseView this video from one of the leading cloud experts that walks you through each automation tool and when and why to use each one. Architect Decision GuideThe Architect Decision Guide will help you evaluate the pros and cons of the different automation tools. Get recommendations from Salesforce product teams on which tools best address different use cases. Automation Implementation A hands-on approach is the best way to learn how to implement automation tools. Dig right in by exploring guided Trailhead modules that will help you understand the steps to enable these tools. Flow BasicsGet to know Flow Builder, the primary tool for creating flows. Learn when to use flows to automate business processes. Automate ApprovalsLearn how you can automate simple approval processes using Flow Builder. Automation Deep Dive As you begin to think about your automation journey, it is useful to study use cases to help guide your automation strategy and energy. Check out these resources to learn how to take your automations even further than you imagined to streamline your business processes. Building a Simple FlowExplore this video to learn how to build a simple visual flow using Flow Builder for a donation request example via an input screen, fields, and choices to collect required customer information. Five Pro Tips for Salesforce FlowFollow these quick tips to get up and running with Salesforce Flow. Troubleshooting Resources Before rolling out your automations to users, make sure you validate and test them just like any other customization. Should you encounter a bug while validating, don’t worry! These resources will guide you through troubleshooting tips if you run into any blockers during the validation process. Troubleshooting Flow Errors Using the Debug ButtonCheck out this helpful Salesforce video on how to fix errors using the Debug button in Flow Builder. Flow TroubleshootingFurther your education with this Trailhead module to learn how to diagnose and fix common flow issues. Go Further with Automation Manage ProductivityDetermine how much time you’re saving your team with the Process Automation Tracker in Salesforce AppExchange. Flow OrchestrationStreamline complex workflows with Flow Orchestration. Our experts will guide you on rolling out multi-step processes that interact with multiple users. Join the Customer Success CommunityConnect with Salesforce experts and other Trailblazers like you. The community is a great place to ask questions, get answers, and share your experiences. Become a TrailblazerConsider blazing your own trail by completing this Trailhead superbadge on process automation. Automation Use Case StridePride makes comfortable sneakers, designed and customized for its customers. The company’s online retail business has grown rapidly in the past year domestically; as a result, they have decided to use Salesforce to help launch their sneakers in international markets. Linda Rosenson, StridePride’s admin, needed to quickly set up Salesforce to create sales processes for all of the additional international markets. As Linda was creating these processes, the Sales Leaders asked her to include a discount on the sneakers if certain criteria were met to help promote sales for the new markets. The tricky part was, each market had its unique set of criteria and rules before the discount could be applied. After mapping out each region’s unique criteria for the discounts, Linda determined that tracking this all manually or on a document for sales reps would be a logistical nightmare. Linda began thinking of automation. She was determined to find a more efficient way to automatically apply the discounts if criteria were met, lessening the chance for human error or missteps. Her goal was to make the process as seamless and efficient as possible. Because Linda had already reviewed the resources on choosing the right automation tool, she knew that Salesforce Flow made the most sense for her use case. This flow would help automate the discount by evaluating criteria based on customer inputs and then automatically applying the discount if applicable. She could even create or update records, create quotes, and send emails through flow elements. She teamed up with StridePride’s business analyst to create a Salesforce Flow. Together, they had it up and running

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Salesforce Trailheads

Salesforce Trailheads

Salesforce (or “sforce”) is open to all, whether you’re an admin, user, or developer, with dedicated learning paths available for each role. Salesforce Trailheads Trails are curated learning journeys consisting of modules and projects, designed to guide users through various topics, develop relevant skills, and gain hands-on experience with Salesforce products. Modules break down complex subjects into manageable units, offering insights into features, their functionalities, and step-by-step instructions. Interactive challenges provide opportunities to test your comprehension. Salesforce Trailheads are an integral part of the company’s free online learning platform. This resource assists developers in transitioning from Salesforce Classic to Salesforce Lightning Experience, a modern development platform that utilizes declarative code, making it accessible to individuals with limited coding knowledge. Trailhead’s guided learning paths are freely available, aligning with Salesforce’s commitment to democratize industry knowledge. While some specialized courses are offered through Trailhead Academy for a fee, the majority of content is accessible at no cost. Salesforce’s official learning platform, Trailhead, offers comprehensive interactive learning paths called “trails.” Covering basic to advanced topics, these trails are free and often include hands-on practice through projects and challenges. The time required to learn Salesforce varies based on the area of focus. For Admin skills, it may take three to four months, while Salesforce Developer and Consultant skills may require five-plus months and six or more months, respectively. Trailhead, utilized by over 3 million individuals, is a recommended platform to embark on this learning journey. Trailhead is accessible to anyone with an internet connection, regardless of background, age, gender, or beliefs. Creating a free Trailhead account (no Salesforce CRM account required) is quick and easy at Trailhead.com. Operating on a gamification model, Trailhead awards badges and points to users as they progress through ranks. Achieving the highest rank, ‘Ranger,’ requires earning 100 badges and accumulating 50,000 points, signifying a significant accomplishment for Trailblazers. Trailhead empowers individuals to become Trailblazers by providing in-demand skills for career transformation, globally recognized credentials, and opportunities for connection within the vibrant Trailblazer Community. Learning is made flexible with the Trailhead mobile app, enabling users to upskill anytime and connect from anywhere. Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Quickstart

Salesforce Quickstarts Explained

What is a Salesforce Quickstart? Salesforce Quickstarts are great for individual departments or small sales & customer service teams who want to get the most out of their Salesforce investment from day one. Tectonic refers to these as Salesforce Implementation Solutions. Small to medium-sized businesses who are looking for quick deployment and want to get started with Salesforce as soon as possible benefit greatly from Salesforce quickstarts. Quickstart packages have also been called Salesforce Jumpstarts, a program to help businesses quickly and efficiently implement Salesforce. In either case, these programs are an all-in-one solution including everything from initial setup and configuration to training and support. What is a Salesforce Quickstart Package from Tectonic? A Salesforce Quickstart Package is a streamlined implementation process designed for companies seeking swift implementation of Salesforce. This limited engagement focuses on crucial planning, decision-making, standard and custom configurations, and essential user and admin training. It is tailored for small to medium-sized businesses aiming for a prompt Salesforce deployment, covering sales, marketing, service, and more. A QuickStart Implementation is the fastest way to get your organization using Salesforce. It is a limited engagement that provides immediate benefits and a foundation for future digital transformation. Key Benefits What you’ll receive .Partner Assistance in Implementing Salesforce with Quickstart A Salesforce consulting partner, like Tectonic, can assist in assessing needs, configuring Quickstart packages, providing training and support, adopting best practices, and optimizing the Salesforce environment. Tectonic offers ready-to-launch Quickstart packages and Accelerators, ensuring faster system fulfillment, cost reduction, secure scaling, and enhanced customer experience. How do I use trailhead to learn Salesforce after a quickstart? In Trailhead, learning topics are broken down into modules and each module contains units. At the end of a unit, you’ll complete a quiz or hands-on challenge that will earn you points. Once you’ve completed all the units in a module, you’ll get a badge that is displayed on your profile.  Salesforce Trailhead is your first, free choice for Salesforce training.  Trailhead is a fantastic learning platform for new Trailblazers coming into the Salesforce ecosystem and existing Salesforce professionals who want to improve their skills and knowledge. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated April 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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