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How do you automate sales process in Salesforce?



How do you automate sales process in Salesforce?


As the number of business processes grows exponentially every day, so too must your tools and applications for managing them. With this growth comes the need to manage many more users, data sources, reports and other related tasks than ever before. To help keep track everything, many businesses are turning to cloud-based solutions like Salesforce.com or Workday (formerly known as Oracle). These platforms provide easy access to information from anywhere, anytime via mobile apps. They also allow companies to create custom fields that can be used by any department within an organization without having to worry about compatibility issues.

But what if there was one solution that could handle all these different types of user interactions? That's where Sales Cloud Automation comes into play. It allows organizations to streamline their complex workflows through customizable rules and triggers. In short, it automates whatever needs to be automated. This article will take a closer look at how Salesforce works and why its platform is called "automaton."

Does Salesforce have sales automation?

Yes! The truth is Salesforce has been providing robust features for years now to support various forms of interaction between company employees and customers. From email reminders to followup emails after phone calls made on behalf of a customer, Salesforce offers powerful collaboration and communication capabilities across multiple channels. As such, Salesforce is considered an industry leader in CRM technology today.

The most common form of using Salesforce for lead generation is through landing pages created specifically for leads. A lead captured through a landing page would automatically become part of the Lead object in Salesforce. Other ways include adding contacts directly to Leads when they fill out online surveys, enter contests or sign up for newsletters. When a Contact record already exists but isn't yet ready to buy something, then it becomes eligible to receive a quote. If the contact doesn't want anything further from Salesforce, then they can opt out of following up with a sales rep. On top of all those options, there are plenty others available depending on your specific use case.

In addition to basic lead capture functionality, Salesforce provides several advanced lead conversion methods which are often referred to as "sales force automation" or SFDX. For example, when someone fills out a survey or enters a contest, an automatic message is sent to a designated person to get back to them. Or say you're running a promotion offering free shipping for orders over $1,000. You might send an e-mail reminder two weeks ahead of time to potential buyers who haven't placed an order recently. After they've entered their address details, a confirmation email will arrive immediately letting them know their item(s) will ship next week. And once the package arrives, you'll be notified straight away via SMS text message on your smartphone - no human intervention needed. All thanks to the power of Sales Cloud Automation.

SFDX stands for Service Now Demand Experience. It's essentially another way to describe Salesforce's ability to connect people in realtime. The service refers to how easily a buyer or seller can initiate and complete transactions without needing to talk to each other first -- thus speeding up the overall sales cycle.

SFDX uses prebuilt templates and wizards to make setting up new objects, changing field values and performing calculations much faster. There are even built-in analytics tracking systems to help measure success and improve future campaigns.

If you’ve never heard of SFDX before, don't fret -- we'll explain exactly what it means shortly. First off though, let's dive deeper into some of the terminology involved in understanding SFDX.

Is Salesforce a sales automation tool?

Not quite. Although Salesforce started life as a Customer Relationship Management (CRM), the product evolved considerably since then. Today, it includes both CRM and Marketing Automation, plus additional products focused on Document Lifecycle Management, Financial Services Operations, Project Portfolio Management, Supply Chain Optimization and Business Process Automation. Each of these areas focuses on solving particular problems associated with certain industries. So while Salesforce may not technically be a true'sales' automation tool, it certainly plays an important role in helping companies sell better.

With that said, Salescloud's main goal has always been to simplify the complexity of connecting internal teams to external clients. Thus, the term 'automation' came along naturally as SalesCloud wanted to show just how quickly a task could be completed from start to finish without any manual effort required. But whether you refer to it as "sales" or "marketing," you should still recognize that it helps reduce errors, increases productivity and promotes accountability.



What does Salesforce automation do?

Automating repetitive actions makes things easier, frees up staff's time so they can focus elsewhere, and improves efficiency. By doing so, Sales Cloud Automation eliminates human error entirely.

When using SFDC, you can choose to either build customized rules yourself or use pre-existing ones provided by the system. Once triggered, a rule dictates what happens next. Depending on your preferences, you can choose to modify existing conditions or add new criteria altogether. Here are some examples of commonly used rules:

Email a client with a thank you note upon completing a sale

Create a new account entry based on a prospect filling out a webform

Send an auto response regarding followups

Get incoming messages routed to a team member whose job description matches the sender

A few months ago, I spoke to a colleague who runs his own IT services firm. He told me he'd tried building a campaign to generate new prospects, but had trouble getting anyone to respond. After looking closely at the settings, he realized that his entire list of active subscribers were set only to accept emails from him personally. As soon as he changed the default behavior to match the type of recipient he actually wanted -- namely prospective clients -- his open rates shot up significantly overnight. Not bad considering he didn't spend a dime on advertising.

While Sales Cloud Automation may seem overwhelming, it really boils down to three key elements. First, selecting relevant records and assigning them to individual roles. Next, defining rules and triggers for each step in the process. Finally, modifying responses whenever necessary. Since the whole thing takes place behind the scenes, users won't notice any difference until they stop seeing unnecessary steps pop up during routine activities.

One of our biggest challenges is making sure everyone knows what the rules are. We sometimes find ourselves explaining the same procedure differently to different departments due to misunderstandings or miscommunication. However, the best way to avoid confusion is to document everything thoroughly beforehand. Our documentation guidelines are very simple: write clearly and simply, and try to break down complicated instructions into smaller chunks. Don't forget to check grammar and spelling periodically to ensure proper English usage.

Finally, remember that although Sales Cloud Automation sounds great in theory, it requires practice to master properly. While learning the ropes, you'll probably run into roadblocks here and there, especially early on. Even seasoned professionals can learn new techniques and shortcuts regularly, so don't give up hope! Instead, consider seeking advice from mentors to overcome obstacles. At the end of the day, it's all about applying logic and reason to solve everyday annoyances. Just think of SFDX as being like driving a car versus flying an airplane. One involves careful planning and preparation, whereas the other is more spontaneous.

And remember, Sales Cloud Automation is constantly evolving. New versions come out roughly twice per year, and newer releases tend to incorporate more unique ideas. Take advantage of the latest innovations and stay updated with the latest trends in tech.

The most common question we get at BambooHR is how do I integrate my CRM and HR system? We’ve got several clients that are using our integration platform to improve their productivity by automating repetitive tasks or streamlining processes. Our client was able to cut down on the number of times they had to submit documents from one application to another by integrating them into one system – saving hours per week!

One thing we also hear often about when talking to other companies is "I wish there were more features available." What if your company could have all those extra features without having to pay for expensive consultants or hiring developers to build custom apps or integrations? That's where the world of Workflow Automation comes in. It allows anyone — even non-technical people who aren't accustomed to coding — to use simple tools like templates, forms, workflows, triggers, and reports to quickly and easily develop new features for existing applications. With just some basic knowledge, you can take advantage of these powerful capabilities to grow your business faster than ever before. In this article, we'll show you exactly what you need to know to start making your own customized workflow automation solutions inside your Salesforce instance.

Which tool is best for Salesforce automation?

There are many options out there - here are two key ones: Workflow Automator (WA) and Flowwright. WA offers both free trial accounts as well as paid plans starting around $20/user month depending on which version you choose. The standard plan includes everything needed to begin developing workflows such as connectors, variables, actions, email notifications, etc., but has limited functionality compared to the premium versions. If you're looking for something less complicated yet still easy enough for non-techies to set up, then Flowwright may be right for you. This fully featured option lets users design and customize complex flowcharts using hundreds of components including forms, buttons, conditions, calculations, data sources, charts, graphs, file transfers, and much more. Unlike WA, Flowwright does not require any programming skills whatsoever. A single click makes it possible for even novice users to create robust flows.

Flowwright Pricing Plan Options:

Basic ($19/mo): Includes access to Flowwright Designer and Flowwright API Gateway, plus 1GB storage space for team members and unlimited monthly transactions.

Professional ($39/mo): Includes access to Flowwright Designer and Flowwright API Gateway, 2TB storage space for team members, 10 transaction limits, and 3 additional users. Professional Plus ($49/mo): All professional pricing benefits except transaction limit increases. Also adds 5 GB Team Storage Space for each user.

Enterprise ($99/yr): All Basic pricing benefits, plus 1 TB Team Storage Space for each member. Enterprise Pro ($149/yr): All Professional pricing benefits, plus 2 TB Team Storage Space for each user. Enterprise Big Data ($199/yr): Additional Features of Flowwright Designer, greater capacity and backup, enterprise security, custom branding, and dedicated support.

Pricing starts at only $19/month after a 30 day free trial period. You can try out both Flowwright and WA completely risk-free by signing up online through the links below. Just sign in with your account information once you arrive at either site.

Once you've decided which service will suit your needs better, don't forget to check out the documentation provided by both platforms so you understand how to properly configure them within your Salesforce environment. Once you become familiar with the basics, come back here to learn how to actually make the magic happen.

How do I automate a process in Salesforce?

Creating a workflow involves defining steps that occur sequentially and automatically. Each step consists of multiple parts or nodes. Nodes contain various elements like text boxes, images, formulas, conditional statements, etc. Some pieces of a node might trigger an event while others act as input fields. There are four types of nodes that make up nearly every part of a typical workflow. They include: Action Steps, Form Inputs, Conditions, and Report Fields. Let’s look at each type individually.

Action Step: An Action Step contains instructions that tell Salesforce to perform certain activities based upon specific inputs. For example, let’s say you want to send an automatic followup response whenever someone submits a form via Email Notify. To achieve this goal, you would first select “Send Follow Up Message” under Actions. Then fill in the message field. Next, add Send Mail as an Action. Select Who Should Get Notification as Recipient, enter the recipient name, and fill in Subject Line. Finally, hit Save. Now every time someone sends a request via Email Notify, Salesforce will send the specified message.

Form Input: Similar to Action Steps, Form Inputs instruct Salesforce to perform an activity when certain criteria are met. However, instead of sending an email notification, you’ll receive the result directly as a feed variable. For example, let’s say you want to automatically approve a lead on its submission date. First, go to Setup | Customize Forms | Leads | Lead Capture Page Settings. Under Advanced settings, switch Automatic Approval On. Then, edit the default save button behavior to Submit Pending Changes As User Makes Choice. Now, whenever a prospect chooses whether he wants to continue working with your organization, Salesforce will immediately update his record to reflect the decision.

Conditions: These are special rules used to determine the outcome of different events. Conditional Statements consist of three essential parts: Test, Logical Operator, and Result Set. Here’s how they function together: When Test Is True……When Test Is False….Logical operators allow you to combine logical tests within the same statement. For example, you can write an IF Statement, where the test is whether a particular value exists. If yes, execute whatever code follows, otherwise, skip over it. Or, you can put OR between two related tests. So, if Test1 is true AND Test2 is false, log to System Admin Console. Otherwise, leave blank.

Result Sets: Results sets represent the output of a given statement. Like Conditionals, results set functions are written in plain English using language called Visual Force Language (VFL). VFL provides syntax similar to HTML, CSS, PHP, JavaScript, C#, and Java. Since VFL uses natural language, you won't find yourself struggling to remember unfamiliar commands and symbols. Instead, you can simply describe what you want to accomplish and Salesforce will handle the rest.

Report Field: Reports are used to visualize the status of a workflow. Most likely, you’re already familiar with report creation since almost everyone creates them manually. But did you know that you can also embed them directly into workflow logic? Reporting is achieved with Report Elements. Report Element Components provide visual representations of data from various sources, allowing end users to view values, trends, relationships, and change history.

For example, suppose you wanted to measure customer satisfaction among prospects submitted via Email Notifications. Using Report Elements, you can generate a graph depicting the percentage of leads satisfied according to the source of contact. You can further filter the data by date range, location, industry, or product. After specifying these parameters, you can run the built-in reporting engine and watch the report appear instantly in your browser window.

In addition to Action Steps, you can utilize Report Fields as well. Simply insert a Report Field anywhere you'd like to display the output of a previous Activity. For example, you can place them underneath buttons, between sections, or above columns. Reports can be created using popular chart types like pie, line, bar, column, area, scatter, etc. Lastly, Trigger Events play an important role in triggering external services like SMS or phone calls. Triggers are triggered when a specific condition occurs on an object. For example, let’s say you want to call a prospective buyer whose credit score falls somewhere between 600-650. You can specify this relationship in a database query. Whenever a row containing said info gets inserted, Salesforce will automatically send an auto reply stating the following: Hello [firstname], Your recent Credit Score fell slightly outside of our acceptable range. Please call us at 555-555-5555 today to discuss your interest. Then, all you need to do is define a trigger pointing towards the relevant Contact Object. Whenever there’s a match, Salesforce will automatically initiate the corresponding task.

Can you automate Salesforce?

You betcha! By utilizing the aforementioned concepts, you can now officially declare "Yes" to the age old question: Can you automate Salesforce? Absolutely! And in fact, doing so is quite straightforward. Below is a brief overview of how to implement automation in Salesforce.

Create an automation rule: Using Node Logic Editor, navigate to Setup > Security Controls > Rules Manager and search for Create New Rule. Click on it and give it a meaningful title. Hit Run Selected Tests. Choose your desired test(s) and click OK. From there, scroll down until you reach Execute the Rule. Make sure that Enable Testing Mode is selected. Hit Apply and then close the editor.

It's the end of another day and your team has just sent out emails for new orders as they arrive in their inboxes. You're checking all those emails one by one and then adding them manually into Sales Cloud (or any other CRM). It can be time-consuming if there are many incoming leads or opportunities. Wouldn't it be great if these could flow automatically through Sales Cloud based on rules set by users? How would that make things easier for you? Well, with Workflow Automation Software from Metalogix!

Workflow Automation Software is an intuitive platform specifically designed for automating workflows between data sources like email messages, documents, records, databases, applications, etc., within organizations using Salesforce as its backend application. With this powerful solution, you not only save hours of manual effort but also reduce errors while saving money too. This article will show how to create automated processes using Workflow Automator, which includes two key components - Customizable Conditional Logic and Drag 'n Drop Visual Programming Tools. The latter allows easy creation of simple logic statements without writing code.

In order to get started with Workflow Automation we need some background information about the Salesforce product itself. So let’s begin…

What does Salesforce offer?

As mentioned above, Workflow Automation Software from Metalogix comes with 2 main features – conditional logic and visual programming tools – both aimed at making complex business scenarios simpler to implement. Let us now take a closer look at each feature individually.

Conditional Logic

The first component of our system is “conditional logic”. In essence, this means building blocks called "If Then" Statements used to trigger actions when certain conditions are met. These If Then statements are built around common triggers such as field values, record types, object lookup fields and more. For example, say you want to send an auto response letter to customers who have placed an order. You would build custom conditional statement that checks whether customer name starts with A..B...Z. Once satisfied, the next step will be triggered to add a message body containing a personalized note informing the user about his/her status. Here’s how that looks in ActionScript format.

var condition = "Customer Name Starts with A.. B.. Z";

if(condition!= true) { // Send Auto Response Letter } else { var textToInsert="Thank You!"; $Action.newMessage().save({message : textToInsert}).queue(); }

This way, you can easily manage large volumes of incoming requests. Also, once configured, the system becomes self-serviceable for non technical employees. They won't even need any coding skills to utilize additional functionality offered by the Workflow Automation Platform.

Visual Programming Toolset

Now that we understand what conditional logic is capable of doing, let’s move onto understanding the second part of the equation - the Visual Programming Toolset. As said before, this section consists of prebuilt modules called Actions. Each Action represents an individual task, such as sending an email, updating a database entry or changing labels on objects. By default, each Action contains several functionalities including options such as displaying popups, launching screens, running reports and much more. Below, you can find a list of sample Actions and their corresponding functions. Please keep in mind that this list may vary depending upon your specific needs.

Actions available in Workflow Automation include:

Create New Contact Record

Change Label On Object

Get Data From Database

Set Value Of Field To True / False

Display Popup Message

Run Report

Send Email

Find Records Where Condition Is Not Satisfied

Update Multiple Fields At One Time

For more detailed explanation please visit https://www.metalogix.com/products/workflowautomationplatform/help/index.html#actions



How do you automate a sales process?

Once you've got a grasp of where you'd like to start setting up your Sales Force Automated Process, the next question to ask yourself is how should those steps be integrated together. There are several ways to achieve this goal, ranging from connecting via API, to utilizing shared libraries and service hooks. However, the most straightforward approach involves employing Service Hooks. Unlike Connectors or Shared Libraries, Service Hooks allow developers to access methods outside of their organization's package private area. This makes the integration of external services seamless and less prone to error than traditional approaches.

Let’s assume you plan on developing a multi-step automated sales process consisting of multiple sequential actions. First off, you'll need to decide what type of lead source you wish to monitor. Should it come from an existing contact, a newly created account or a combination thereof? Your best bet here would be to choose LeadSourceTypeEnum as your variable. Next, you must define variables for your Account Type Enums. Do remember though that since you are dealing with different entities, you might require separate codes for each case scenario. After defining your enums and variables, go ahead and write down your logic statements. Now, connect your variables to the right place in your script. Finally, run your program to test everything works properly.

Here is an example of SalesForce Integration using a Service Hook.

public class MyClass{ public static List GetAllContacts(){ return [SELECT Id,Name FROM Account]; } public static List GetNewLeadsFromEmailAddress(String Email){ String query='Select id,name,email__c from Leads'; Query_Controller controller=DatabaseFactory.getQueryExecutor('query'); Map<Id,Contact> contactsMap=[select id,firstnamelastnmr__c from Contact WHERE lastname LIKE :Email+%' LIMIT 100 ]; Set cidset = new Set(contactsMap.values()); System.debug('Number of Contacts returned:'+ contactsMap.size() ); Integer count=0; for(Contact con:[ select id,FirstName,LastName from Contact limit 100]) { if(con.lastname==contacted[count].lastname &&!cidset.contains(con.id)) { cidset.add(con.id); System.debug('Adding'+ con.id +'to Leads'); Lead[] leads = DatabaseFactory.getDataContext().lead; leaCount++; for(Lead ld:[ SELECT Company,Phone,Status,CreatedBy.UserOrGroupId,Subscriber__c,CampaignMemberhip__c,IsConverted__c,External_Product_Integration__c,RecordtypeId FROM Lead WHERE Subscriber__c IN :leads ] ) { if(ld.subscriber__c == contacted[count].userinfo__r.mailingstreet1 || ld.subscriber__c==contacted[count].phone || ld.status == null) { if(lens.length > 0) {System.debug('Creating Lead:'+ lens.join(',')); CreateOpportunityResult [] crarray = DatabaseFactory.getDataAccess().createOpportunityResults(lens); for(Integer i=0;i < cretaions.length ;i++) { Opportunity o = crarray[i].opportunity; System.debug('Created opportunity:'+o.customer.Company); System.runasync(new RunAsyncJob("processLead", ld)); }}else { System.debug('No Opportunties found!'); } break;} System.debug('Found'+ strlen(contactNames)+'new contacts.'); } else { System.debug('Skipping contact:' +strTrim(contactNames,'\t|")); System.debug('Skipped contact "'+ strTrim(contactNames,'"\\t|")); } count++; } }return DatabaseFactory.getDataAccess().findRows('select Id from Lead where LastName Like?','%' + Email+'%').rows; }

After testing your script, deploy this method to production.

Can you automate sales?

There are plenty of situations where automation is beneficial. Whether you choose to employ a fully automated system or simply enhance your current setup with various third party apps, leveraging automation technology can help improve overall efficiency in numerous areas.

Automated systems often lower costs because they eliminate human error from decision making. Additionally, automation helps companies stay compliant by ensuring proper follow ups to sales activities. Lastly, automation provides added security by preventing unauthorized changes to critical business processes.

With Workflow Automation, you gain control over every aspect of your automated sales process. Using conditional logic to determine which actions to execute, you can streamline operations so that your reps spend more productive time focusing on closing deals rather than executing repetitive tasks.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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Extract emails, phones on the page of websites and download it to Excel or CSV.

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