Automation tools have moved from ‘can have’ to ‘must have’ in today’s business landscape, and thanks to Salesforce, whose inventive automation tools have become important cogs in businesses administration.

 

Sure, Salesforce is world’s No. 1 CRM today, and that statement is not a mere exaggeration. In this article we will explore 4 fantastic Salesforce automation tools, which – as a business person – you need to know.

 

Maybe your competitors use them, but for obvious reasons they don’t want you to know 😉

 

Before we begin with the list, we need to understand that no tool is infallible. They all have their set of advantages and disadvantages. Similarly, with these four Salesforce automation tools we have tried to uncover and analyze each tool to help you pick the right one for your business.

 

So, let’s get rolling then.

 

1.

Process Builder

Making an admin’s life easy means making your business easy. In that way, the Process Builder tool comes as blessing for admins. It is a point-and-click tool that lets you to quickly and easily automate business processes, and view a graphical depiction of the process as you build.

This tool is decked out in Salesforce Lightning UI, and offers a wide range of interesting functionalies to aid admins.

 

Features:

Create record

Update fields

Update related objects field

Log a call

Send email

Launch a flow

Post to chatter

Submit for approval

 

Advantages:

As the features say, this tool can do pretty much everything. And the best part is its ease of use. The tool boasts of simple and easy interface, which makes this tool one of the most sought-after tools for admins. It offers multiple decision points – means you can have many more outcomes than the Workflow tool (see below).

 

Disadvantages:

This may not be a good choice of a huge scale setup. The Process Builder tool does have some limitations, which big organizations should never overlook. For example, the amount of SQL queries being run at once. So, if you are planning to use this automation tool while  simultaneously loading thousands records, it might not be a suitable choice. Also, the tool is said to pose some problems if it isn’t setup properly.

 

2.

Workflow Rules

The Workflow rules is a well-known tool that has been around in the Salesforce kit for the longest, and if you go by the users experience, it is one of most dependable Salesforce automations tools around. Though they offer limited actions and functionalities compared to the Process Builder, it is a widely used tool due to its robustness, speed, and its seemingly ease of use.

 

Features:

Create tasks

Update fields

Send email

Send outbound message

 

Advantages:

Due to its simple functionality, this tool is considered as ‘hard to break’. As mentioned, it is easy to use, hence it has been rated as an excellent starter tool. Unlike Process Builder, this simple tool has no problem handling large amount of data in big org setup.

 

Disadvantages:

 can only evaluate one outcome (either true, it will, or false it won’t). If you are looking for advanced automation tool to carry out complex functionalities this might not be your right choice.

 

3.

Cloud Flow Designer

It is a point-and-click tool designed to automate your business processes by building flows. And it does that by collecting data and working in your salesforce org or an external system. Flow is the most powerful declarative automation tool out there. It is primarily used to generate wizard-style screens to take users through a series of steps, updating records along the way. Flow can also be used without a wizard-style screen, made to run in the background similar to other automation tools.

Features:

Wizard-style screens

Update any record in the system

Delete records

Plus, all the features of Process Builder tool

 

Advantages:

This tool gives admins ‘code-like’ functionality without having the need to write a single line. It’s a powerful tool not just in terms of specific features, but in terms of overall functionality.

 

Disadvantages:

It has limitations similar to the Process Builder tool. Unlike Process Builder, the wizard-style screens of Flow are not user-friendly, and the processes can be easily broken.

 

Apex

 

Apex is Salesforce’s own programming language, and also the only tool in this list that requires development skills. This tool is designed to do pretty much everything on the platform. Businesses across the world use Apex to implement complex tasks. Since Apex is an advanced tool it is important for businesses to learn its capabilities in understand in which way it can help.

 

Features:

Apex has a wide range of features that include the entire features of all the tools mentioned above, plus a whole lot of other features.

 

Advantages:

Apex is the go-to tool to carry out functionalities that declarative tools fail to do. So, it is the best tool to opt for when you are staring at a dead end with your declarative tool. It is an extremely scalable tool where you don’t have to worry about limitations.

 

Disadvantages:

Users require programming skills to get a good grip on Apex, which makes it not so easy to learn when compared to other tools. Also, it is time-consuming as you may have to write test classes alongside each code. However, this is a minor trade-off when compared to the whole lot of benefits it offers.

 

Conclusion

As I had pointed out earlier in this article, before you choose a tool it is important to consider two things: First, see if the tool provides you with the range of features that fits your business needs and the commitment level of your admin. Second, when looking at the features themselves you have look at both pros and cons of the tool. We hope this article had shed some light on these four Salesforce automation tools and also helped you gain some understanding on which would suit your business.

 

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Need expert assistance in building a Salesforce solution for your business? We can help you. Drop us your query at talktous@ideaplunge.com

 

 

 

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