What can you automate in Salesforce?
large companies are still more prevalent, large businesses typically have many tasks that can be automated. Although these tasks may be small, they can, when combined, add up to many hours of labor.
The number of Salesforce processes that can be automated are virtually endless – at least if you select an automation tool that works across all technologies.
Adding these features, sometimes these tasks can be solved with Salesforce’s own automation tools or with integration setups. Other times, it requires an RPA tool.
Salesforce RPA examples
Extracting data from emails or voice calls
Transferring data between Salesforce and external systems
Interpreting and manipulating data to complete standard transactions such as processing returns
Updating or syncing data between Salesforce and legacy systems
Generating custom reports from Salesforce
Finding information faster in Salesforce
Integrating Salesforce with other business applications
Responding to customer requests through chat bots or automated emails
Inserting lead data into Salesforce captured from events or campaigns
More popular! Regarding this last point. integrating Salesforce with other business applications – is where many businesses experience substantial gain from RPA, particularly large organizations who have a complex web of systems that are otherwise difficult to integrate.
By automating these tasks, sales reps and other business users can spend less time on manual work, and the number of errors can be reduced. This gives them more time to focus on what matters most to the business: Building strong customer relationships and making more deals.
As many businesses come to rely on Salesforce integrations to run their business critical processes, they also need to test these integrations to verify that everything works as it should. RPA tools have strong technical similarities to graphical user interface testing tools.
Test automation and RPA provide many of the same benefits, such as increased productivity and reduced risk, but while test automation is specific to the IT and development department, RPA can be used across departments for an array of purposes.