3 Ways to Innovate Fast with Enterprise-Scale Automation
Learn how simple triggered actions and intelligent workflows can streamline your business processes.
“I saved my admins an average of three hours per week with one automated workflow.”
System Capability and Salesforce Architect
Automation can seem difficult and complex, but it doesn't have to be. Starting with simple task automation, you can save time and effort by automating any predictable actions. For more complex processes, you can create new processes that enhance your customer experiences. Regardless of the use case, you can add value at every level with little to no code.
You want to focus on delivering value, improving productivity at work, and providing enhanced customer experiences fast. Here are three ways workflow automation helps:
1. Reduce Manual Tasks to Save Time
What all repetitive tasks have in common is that they have a predictable pattern. Reclaim valuable time for your company and remove the potential for error by automatically taking any follow-up actions with Salesforce Flow. You can simply start with triggered flows to eliminate those repetitive tasks from your team and allow them to focus on their roles. If you need to check multiple records on a specific date and time, then you can schedule automation to complete large jobs all in one batch.
When your team spends their time on manual tasks, this not only takes them away from their roles, but as these tasks start to pile up they can be easily overlooked. If your sales team has to check if they have new opportunities, this could mean that they aren’t following up with prospects as soon as the opportunity is created. You can automate this to ensure that anytime a new opportunity is created, the correct sales representative is immediately notified via a push notification. Triggered actions automate any follow-up tasks after the trigger event happens. This reduces the time your team spends on manual tasks and ensures that the correct actions take place.
If you need to take actions on multiple records at once, batch jobs are ideal for any predictable process that happens at a specific date and time and ultimately minimize errors and delays.
“Flow decreased our customer service email response time by 50%.”
2. Provide Consistent Experiences and Minimize Errors
Sometimes, decision-making processes can be cumbersome. Teams can choose different routes for what should be the same course of action. This leads to inconsistent business results and customer experiences. By instead using decision logic to automatically choose the correct answer for your teams, you provide a standard experience every time.
Now, simple automation processes typically occur without any human interaction like your triggered actions or decision logic. However, complex automation often requires more interaction from both your teams and customers.
Often, you find yourself having to collect important information from your teams and customers. This could be your HR team collecting a new hire’s contact information, office location, and laptop preference to send them their laptop. Or your customers contacting a service agent to cancel their order and providing their order number and contact information. When your team is collecting and storing data, this can lead to errors or even delay the process.
Instead, you could guide your teams and customers through screens that allow them to input information themselves and ensure the correct actions automatically take place based on their inputs. Your new employee could fill out a form, which ensures the employee’s contact information is stored and sends your IT team a push notification to ship the employee’s laptop. Your customer could access an online form that allows them to cancel their order themselves and enables them to self-serve 24/7. These guided workflows reduce user error, collect better quality data, and provide consistent experiences.
3. Create New Processes with Intelligent Workflows
So far we’ve discussed how existing business processes can be automated to increase value. What if the current process is not optimized? By completely rethinking the way your business operates, you can create a better customer experience, ensure your data is integrated across systems, and enable your teams to learn from insights and take immediate action on them.
How can your processes be transformed? Let your customers self-serve everyday tasks such as updating billing addresses and automate actions based on their input. Or, effectively handle your data by connecting your web applications to automate actions across these systems. Or, help your sales team provide customers with the best deals by surfacing the correct discount offer based on your customer data.
No matter the use case, building intelligent workflows with clicks, not code, will save your company time, reduce user errors, and free people to do meaningful work.
“Salesforce Flow gave us rapid development and ROI when we needed it.”
Senior Salesforce Developer