Sales Automation

Design and run any business process with point-and-click simplicity. Create repeatable success with automation in your deal cycle, from discounts to approvals.

Set your business processes and approval requests to be finished automatically.

Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.

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?