Automation

Salesforce Process Builder
Beginner’s Guide to Salesforce Automation – Part 2: Process Builder

The Beginner’s Guide to Salesforce Automation, continued In Part I: Workflows, we learned how to automate a simple business process using a Salesforce workflow rule. You’ve witnessed how easy it is to configure Salesforce to free you from some manual business tasks. Now, I bet you’re wondering what other nifty tricks Salesforce has to make your life better. Enter Process Builder.  Part II:…

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Salesforce Automation
Beginner’s Guide to Salesforce Automation – Part 1: Workflows

The Beginner’s Guide to Salesforce Automation Congratulations on getting started with Salesforce! If you’re wondering where to start, may we suggest using it to automate your business processes? Your organization will immediately run more efficiently. To help you get going, we introduce The Beginner’s Guide to Salesforce Automation. In it, we dive-in from a beginner’s point-of-view covering Workflows, Lightning Process Builder, Visual Workflow,…

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