How To Get Started With Workflow Automation? | Salesforce Guide

Automation is being embraced by businesses globally. In order to reduce employees' growing workloads and provide customers with the services they expect, it has become a vital resource for many. It has also developed into a strategic edge, providing forward-thinking businesses with an advantage in enhancing both customer satisfaction and retention.  ​​IT professionals and professional developers no longer have exclusive access to workflow automation. More business users can automate monotonous, manual tasks thanks to low code, freeing up more time for employees to work on rewarding, high-impact projects.

Taking a frequently tedious, manual task and turning it into a largely automated one is what is meant by "workflow automation." Workflow automation helps employees complete enjoyable, high-impact tasks more quickly and easily in a world where anyone can work from anywhere. Salesforce makes it simple to get started quickly and learn how to use low-code tools, deep integrations, and built-in intelligence to transform your business with more than 900 prebuilt, human-centric workflow solutions.

With Workflow Automation,

  • Equip individuals - Workflows and actions in Slack enable seamless collaboration.

  • Improve the processes - To be more effective, automate complicated tasks.

  • Integrate Systems - To support your team's success from any location, use plug-and-play integration.

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Define Strategic Goals

When determining which process to automate, the first step is to define the goal, specifically: what you want automation to accomplish and how that aligns with organizational prioritiesIntegrating your team's success metrics with those of the business is the foundation for everything that follows. You'll be able to use these metrics to assess the outcomes of your efforts in the upcoming years.

Trace an Outline of the Current Business Process

You bring a unique perspective as a business leader. You understand what your department requires and how customers and employees interact with various business processes. This puts you in a good position to determine which business processes — or steps within a process — are good candidates for automation. Mapping the existing process will help you see all of the critical connections in the workflow between decision points, people, data, and systems.

Make a checklist for the outline;

  • Create a flow chart.

  • Evaluate how long the procedure will take.

  • Make a list of everyone who is involved in the process.

  • Determine the systems and data requirements.

  • Analyze inadequacies.

Determine Where to Reduce Duplication and Friction

You'll have a clear understanding of your business process by this point, and you'll be prepared to identify the areas where automation can be used to improve what isn't working.

Your teams' and customers' least favourite processes are excellent candidates for automation and a great place to start. This could involve techniques that:

  • Utilize a variety of teams and steps

  • Are frequently used throughout the organization

  • Involve repeated motions

  • Susceptible to human error

  • Spend time with quick clicks

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Pick the Best Toolkits

Numerous businesses are looking for low-code automation tools that are simple for business users to use and that lessen the need for IT and DevOps. Scalable automation that is simple to integrate with current legacy systems is another thing they desire. Consider the workflow automation features listed below to direct a seamless experience for your staff and customers throughout your business.

  • Without using a lot of time or money-consuming IT resources, low-code tools let you scale complex processes quickly.

  • AI-powered insights, predictions, and recommendations for people at every stage of the decision-making process

  • Across numerous, potentially siloed systems, integration that connects data from anywhere is necessary.

  • With prebuilt workflows, processes, bots, and components, extensibility enables you to customize automation to your particular company.

To conclude, your employees, your clients, and the company are all set up for success with workflow automation. Decide what you want to achieve, choose a few high-priority tasks to automate, and find the best low-code tools to support you.

If you are looking to automate your workflows, get in touch with our seasoned experts at Apphienz today. To know more about us and what we do, visit our website or write to us at [email protected].


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