Sales Automation

Create repeatable success through the power of workflow automation.

Accelerate business operations with workflow automation.

Process Builder provides a simple point-and-click interface for automating business processes so that your reps can spend more time selling. Easily optimize workflow processes for deals over a certain size, and create automatic email alerts or auto-assign tasks as a deal moves through different stages of the sales pipeline.

Create your process with drag-and-drop simplicity.

Automate complex sales processes with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations and recommend next steps on a deal. Augment, or even replace, complex manual tasks like custom proposals with custom workflows.

Keep deals moving forward with automatic approvals.

Automate approval processes for any business requests, including deal discount approvals, travel, and expense reports. Address requests that require manual approval rules directly in Chatter or via email.

Take an interactive guided tour.

See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.


Sales Cloud Frequently Asked Questions

What is workflow automation?