{"id":2496,"date":"2023-02-22T20:59:00","date_gmt":"2023-09-04T20:59:25","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=2496"},"modified":"2023-10-18T12:27:19","modified_gmt":"2023-10-18T12:27:19","slug":"guide-to-automatic-workflows","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/","title":{"rendered":"Automatic Workflows Explained"},"content":{"rendered":"\n<p>To some, automatic workflows may sound intimidating. After all, when we imagine our workplaces, we don\u2019t think of <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/automation\/\">automation<\/a>, we think of social hives buzzing with activity. We prioritise the human element.<\/p>\n\n\n\n<p>But imagine this. All of the repetitive daily tasks your teams dread doing are suddenly taken off their plate. Low-value, menial work is \u2013 poof \u2013 gone in the cloud. Go-nowhere leads disappear from the sales pipeline as high-quality leads take their place. And all those service reps that were once frantically toggling between screens trying to find simple customer information? They\u2019re now free to focus on more complex customer issues. The kind that requires a human touch and helps build relationships<\/p>\n\n\n\n<p> And the key to this hyper-efficient office? <a href=\"https:\/\/www.salesforce.com\/eu\/products\/platform\/solutions\/automate-business-processes\/\" target=\"_blank\" rel=\"noopener\">Automatic workflows.<\/a><\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><span>Connected Small Business: Your Guide to Faster, Smarter Business Processes<\/span><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Read our new e-book to learn how your SME can overcome even the toughest challenges by streamlining and connecting business processes.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/eu\/form\/pdf\/connected-small-business-processes\/?d=inc-blog-banner&#038;nc=7013y000002lWUnAAM\">Download the E-Book<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"450\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png\" class=\"attachment-full size-full\" alt=\"Connected Small Business UK\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png 636w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png?w=300&amp;h=212 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png?w=150&amp;h=106 150w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><b>What is workflow automation?<\/b><\/h2>\n\n\n\n<p>Workflow automation is the process of using <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/automation\/\" target=\"_blank\" rel=\"noopener\">intelligent tools to handle tasks that have traditionally required human input<\/a>. For example, using a program to automatically generate invoices, onboard new employees or create to-do lists from emails would be an example of workflow automation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>What are the benefits of automatic workflows?<\/b><\/h2>\n\n\n\n<p>Automatic workflows can help drive productivity, improve efficiency and increase employee satisfaction across the entire workforce. It\u2019s no wonder that <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/trends-in-workflow-automation\/\" target=\"_blank\" rel=\"noopener\">95% of IT and engineering leaders say that their organisations are prioritising workflow automation<\/a>.<\/p>\n\n\n\n<p>Here are just a few of the ways that workflow automation can help businesses get the most out of their resources.<\/p>\n\n\n\n<p><b>Marketing.<\/b> Workflow automation has been a true leveler of success for many small marketing teams, who are using it to handle a wide variety of tasks. Workflow automation can be used to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trigger personalised communications. <\/li>\n\n\n\n<li>Track and analyse campaigns.  <\/li>\n\n\n\n<li>Segment audiences more effectively. <\/li>\n\n\n\n<li>Onboard new customers, from sign-up to post-purchase surveys. <\/li>\n<\/ul>\n\n\n\n<p><b>Sales.<\/b> Automatic workflows can be used to progress customers through the sales funnel by nurturing and engaging with leads and then connecting those leads with the right sales reps. Intelligent insights can also be used to identify upselling and cross-selling opportunities. <a href=\"https:\/\/www.salesforce.com\/eu\/products\/sales-cloud\/features\/workflow-process-software\/\" target=\"_blank\" rel=\"noopener\">Simplifying the sales process<\/a> can help put more deals in motion \u2013 and close them faster.<\/p>\n\n\n\n<p><b>Manufacturing.<\/b> Manufacturers can automate data collection across various channels, enabling real-time decision-making and more accurate reporting. Additionally, automated processes can help improve quality control and excise costly inefficiencies, leading to lower production costs.<\/p>\n\n\n\n<p><b>Service.<\/b> <a href=\"https:\/\/www.salesforce.com\/eu\/products\/service-cloud\/features\/automated-customer-service\/\" target=\"_blank\" rel=\"noopener\">Customer service teams<\/a> can benefit from automated email responses, chatbots and simplified approvals. They can use automatic workflows to deploy post-contact surveys while routing customer calls to the right service rep. The <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/state-of-the-connected-customer\/\" target=\"_blank\" rel=\"noopener\">State of the Connected Customer report<\/a> reveals that 82% of customers expect complex problems to be solved by speaking to a single person. Workflow automation helps make that possible.<\/p>\n\n\n\n<p><strong>Finance.<\/strong> Clunky, repetitive tasks can devour the valuable time and resources of your finance department, as well as erode employee satisfaction. Look towards automation to <a href=\"https:\/\/www.salesforce.com\/eu\/products\/service-cloud\/features\/automated-customer-service\/\" target=\"_blank\" rel=\"noopener\">free your team to focus on more business-critical work<\/a>. Much of the heavy lifting in core tasks such as invoicing, bookkeeping, expense management and payroll can be handled by automation, while automating your tax reporting can help ensure compliance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>Some frequently asked questions about automatic workflows<\/b><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><b>What are the features of workflow automation?<\/b><\/h3>\n\n\n\n<p>Some features of workflow automation tools include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Data security.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Workflow tracking.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Easy integrations.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Remote access.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Real-time collaboration.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Alerts and automatic triggers.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Responsiveness across devices.<\/span> <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><b>What is CRM workflow automation?<\/b><\/h3>\n\n\n\n<p>CRM workflow automation enables businesses to automate repetitive tasks in their customer relationship management (CRM) platform. These can include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Data entry.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Calendar management.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Personalised marketing communications.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">The scheduling of appointments.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Lead scoring.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">The updating of customer information.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Follow-ups on sales leads.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Welcome emails.<\/span> <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><b>What is the difference between workflow automation and RPA?<\/b><\/h3>\n\n\n\n<p>RPA, or Robotic Process Automation, uses software bots to perform routine tasks. RPA is highly rules-based. It\u2019s focused on automating individual work activities typically performed by humans. Conversely, workflow automation approaches workflows more holistically, allowing you to streamline and <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2022\/04\/better-business-process-management-for-sme.html\" target=\"_blank\" rel=\"noopener\">automate complete business processes from end to end.<\/a><\/p>\n\n\n\n<p>RPA and workflow automation shouldn\u2019t be looked at as competing ideas, but rather as complementary ones. The micro and the macro.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><b>The automated future is here \u2013 let\u2019s put it to work<\/b><\/h3>\n\n\n\n<p>When automating workflows, it\u2019s important to have a blueprint. You want to make sure that you\u2019re targeting your technologies at your biggest bottlenecks, pain points and inefficiencies. It\u2019s also crucial to remember that the objective isn\u2019t to replace workers but to empower them.<\/p>\n\n\n\n<p>You can use the <a href=\"https:\/\/www.salesforce.com\/eu\/products\/platform\/products\/force\/\" target=\"_blank\" rel=\"noopener\">Lightning Platform<\/a> to create low or no-code apps to help workers streamline tasks. With platforms like <a href=\"https:\/\/www.salesforce.com\/eu\/products\/sales-cloud\/overview\/\" target=\"_blank\" rel=\"noopener\">Sales Cloud<\/a> and <a href=\"https:\/\/www.salesforce.com\/eu\/products\/service-cloud\/overview\/\" target=\"_blank\" rel=\"noopener\">Service Cloud<\/a>, you can <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2022\/04\/better-business-process-management-for-sme.html\" target=\"_blank\" rel=\"noopener\">improve your business process management<\/a> and reduce costs. In fact, the 2022 Salesforce Success Metrics Global Highlights, a 2022 study based on 3,706 customer interviews across 10 countries, shows that organisations using Salesforce Customer 360 see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">27% faster automation of business processes.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">26% increase in employee productivity<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">29% increase in sales productivity.<\/span> <\/li>\n<\/ul>\n\n\n\n<p>By leveraging automatic workflows, businesses are getting the most of their most valuable resource: their people.<\/p>\n\n\n\n<p> <b>If you\u2019re ready to free your workforce and do more with less, then check out our guide to faster, smarter business processes, <a href=\"https:\/\/www.salesforce.com\/eu\/form\/pdf\/connected-small-business-processes\/?nc=7013y000002lWUnAAM\" target=\"_blank\" rel=\"noopener\">The Connected Small Business<\/a>.<\/b><\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><span>Connected Small Business: Your Guide to Faster, Smarter Business Processes<\/span><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Read our new e-book to learn how your SME can overcome even the toughest challenges by streamlining and connecting business processes.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/eu\/form\/pdf\/connected-small-business-processes\/?d=inc-blog-banner&#038;nc=7013y000002lWUnAAM\">Download the E-Book<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"450\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png\" class=\"attachment-full size-full\" alt=\"Connected Small Business UK\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png 636w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png?w=300&amp;h=212 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/02\/connected-small-business-uk.png?w=150&amp;h=106 150w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Automatic workflows can help businesses get the most out of their resources. Check out our guide to getting started.<\/p>\n","protected":false},"author":1,"featured_media":2498,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"8f8d015155484814ab4f8afa5ba1df83","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[41,274,32,33,222],"sf_content_type":[],"coauthors":[26],"class_list":["post-2496","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-crm","sf_topic-reports","sf_topic-small-business","sf_topic-startups","sf_topic-b2b-marketing-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Power to Your People: A Guide to Automatic Workflows - Salesforce<\/title>\n<meta name=\"description\" content=\"Automatic workflows can help businesses get the most out of their resources. Check out our guide to getting started.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatic Workflows Explained\" \/>\n<meta property=\"og:description\" content=\"Automatic workflows can help businesses get the most out of their resources. Check out our guide to getting started.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2023-09-04T20:59:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-18T12:27:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/guide-to-automatic-workflows.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"288\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Salesforce EMEA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Salesforce EMEA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/cc3d1dd31ff62229e58df71e24b819ac\"}],\"headline\":\"Automatic Workflows Explained\",\"datePublished\":\"2023-09-04T20:59:25+00:00\",\"dateModified\":\"2023-10-18T12:27:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\"},\"wordCount\":837,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/guide-to-automatic-workflows.jpg\",\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/\",\"name\":\"Power to Your People: A Guide to Automatic Workflows - Salesforce\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/guide-to-automatic-workflows\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/guide-to-automatic-workflows.jpg\",\"datePublished\":\"2023-09-04T20:59:25+00:00\",\"dateModified\":\"2023-10-18T12:27:19+00:00\",\"author\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/601f410a2801f4ddcf6f00cb182e69d3\"},\"description\":\"Automatic workflows can help businesses get the most out of their resources. 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