Salesforce Process Automation

Although Salesforce started as a product for Sales teams, Salesforce has grown into a platform for businesses to run their operations on. Salesforce has multiple apps, such as Service Cloud and Marketing Cloud, that are beyond the Sales Cloud app that they started with, available for purchase. Additionally, Salesforce gives companies the ability to build apps on their platform while leveraging the benefits of their platform, such as security and privacy, real-time reporting, and point-and-click process automation. The best part is that everything is built upon the same platform and data base, so as you build custom applications on the Salesforce platform, you’re leveraging the same Customer record across your organization. This means that you don’t need to integrate multiple systems, have different systems of record for different business functions, and you’ll have a single view of your Customer across your organization.

There’s even a store, the Salesforce AppExchange, where you can find pre-built applications that are built on the Salesforce Platform. This includes applications for Project Management, Accounting, Human Resources, as well as industry specific applications, among many others. Some are extensions of existing applications like Sales Cloud and Service Cloud that might bring an outside business process into the Platform, while others are complete stand alone applications themselves.

When you run your operations on the Salesforce platform, you unlock the capability to leverage Salesforce’s automation capabilities, which means cross department workflows are now as easy as point and click, no more complex integration workflow logic. It’s all built on the same platform, with the same data, so there is no more replication of data, troubleshooting integration errors, trying to compare multiple databases. This gives your organization a competitive advantage to scale and grow while reducing the technical complexity and allowing you to stay flexible.