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Salesforce Workflow: Everything You Need To Know
The topic of ‘Salesforce Workflow’ is a pretty big one. This is hardly surprising given the scope of what Salesforce enables you to do.
In its’ simplest sense, Workflow enables you to speed up the manual, resource intensive processes to save you time. Your sales process will be very grateful and you’ll be able to serve your customers better. know more salesforce training
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But there are lots of questions around it. Online forums are full of them. In this guide, we aim to answer as many of them as possible to provide a one-stop shop for all things related to Salesforce Workflow. You’ll learn when to use it, how to implement, key benefits, and what the alternatives are.
The Basics of Salesforce Workflow
Only using Salesforce for the basics? Or are sales reps spending valuable selling time manually entering data? These are not uncommon scenarios.
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But there are lots of questions around it. Online forums are full of them. In this guide, we aim to answer as many of them as possible to provide a one-stop shop for all things related to Salesforce Workflow. You’ll learn when to use it, how to implement, key benefits, and what the alternatives are.
The Basics of Salesforce Workflow
Only using Salesforce for the basics? Or are sales reps spending valuable selling time manually entering data? These are not uncommon scenarios.
If you can relate to either, then you’re missing a trick.
You need the advantages of having all your information in Salesforce, but without the menial tasks that come with it, right? One way of achieving this is to make use of the automation features within Salesforce.
The ideal place to start is the original automation builder: Salesforce Workflow.
What is Salesforce Workflow?
Workflow is the part of Salesforce where you can build ‘rules’ to turn one action into a supplementary action. Workflow has been around for a while, and you can make certain actions happen a lot easier using other Salesforce functions. When set up correctly, it brings many benefits. These include making Salesforce less time-consuming, freeing reps up to serve customers.
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What are Workflow rules?
The terms Workflow and Workflow rules are often used interchangeably but they are different.
Workflow is the part of Salesforce where you can build ‘rules’ to turn one action into a supplementary action. Workflow has been around for a while, and you can make certain actions happen a lot easier using other Salesforce functions. When set up correctly, it brings many benefits. These include making Salesforce less time-consuming, freeing reps up to serve customers.
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What are Workflow rules?
The terms Workflow and Workflow rules are often used interchangeably but they are different.
A workflow rule is the order created by a Salesforce user to perform an automated action when another condition or series of conditions have taken place. These actions can happen instantly, or they can be set to operate after a certain amount of time.
Workflow rules are clear and logical, which makes them popular with busy sales teams who just want the task ‘done’.
Another possible point of confusion: Salesforce Workflow vs the workflow of your sales process or business.
The workflow of your sales process is the tasks you perform as a lead makes the journey from proposal to opportunity and eventually to a customer. Salesforce Workflow is the name of the Salesforce feature that lets users create automation. Although, sometimes the two can overlap as Salesforce Workflow can help you with your business workflow.
What tasks can Salesforce Workflow perform?
Salesforce Workflow enables admins to manually create automation within the CRM. There are a number of different automation functions you can create, but all around one simple principle. Workflow monitors records as they are created or updated, it then decides if an automated action needs to take place.
What tasks can Salesforce Workflow perform?
Salesforce Workflow enables admins to manually create automation within the CRM. There are a number of different automation functions you can create, but all around one simple principle. Workflow monitors records as they are created or updated, it then decides if an automated action needs to take place.
Workflow enables records to be more than a ledger of information. It makes them an integral part of the sales process.
Here are the automation functions you can set up using Workflow:
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Updating a field
Altering a field so it displays new data once certain conditions have taken place.
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Updating a field
Altering a field so it displays new data once certain conditions have taken place.