This document provides an overview of Salesforce automation tools including workflow, process builder, flow builder, and approvals. It describes how these tools can automate repetitive business processes to help sales reps and managers work more efficiently. Workflow rules automate standard procedures through if-then criteria and actions. Process builder supports record change, invoked, and event processes. Flow builder collects data and performs actions through screen and auto-launched flows. Approval processes automate how approval records and actions are routed.

1. Salesforce
Automation
Tools At A
Glance
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TM

2. Salesforce Automation
Salesforce, the world's #1 CRM,
provides multiple tools to automate
your organization's repetitive
business processes. With Salesforce
automation tools, sales reps and
managers can get more work done
faster and more accurately.
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3. Types of Salesforce Point-And-Click
Tools
Process
Builder
Flow Builder Approvals
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Workflow

4. Workflow
Workflow rules in Salesforce are one of the best ways to automate business
processes that enable you to automate standard internal procedures and multiple
processes to save time while working on your Salesforce org.
A workflow rule consists of two main components:
The if part of the if/then
statement
The then part if the if/then
statement
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Criteria Actions

5. Process Builder
Process Builder in Salesforce supports three processes based on business needs.
When a new record
is created/updated
- A record change
process starts.
When another
process is invoked -
An invoked process
starts.
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When a platform
event message is
received - An event
process starts.

6. Flow Builder
Flow Builder collects data and perform actions that help businesses save time, cut
costs, and eliminate errors while improving employee productivity and reducing IT
burden.
Flow builder provides two types of flows:
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Screen Flows
Auto-launched
flows

7. Approvals
An approval process in Salesforce
helps in automating how records
and actions are approved in
Salesforce. It specifies each step
of approval from whom to
request approval and what to do
at every point of the process.
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8. Conclusion
Automation tools are the most effective
tools in Salesforce that automates the
number of administrative tasks that sales
representatives and their managers have
to perform manually. By leveraging the
right business automation tools, you can
achieve cost minimization, higher
efficiency, and streamlined processes.
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9. Thank You
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