Process Automation

Salesforce Process Automation Best Practices

Salesforce Process Builder was by far one of Salesforce Users' most helpful and popular features. Salesforce uses Process Builder to automate business operations. Relatively new technology has transformed from a basic declaring tool to a complex one that includes automated email send activities, approval processes, post chatter messages, and others. With the enhanced capability of Salesforce Process Builder, complex things may now include numerous processes and vary in their complexity. The Salesforce process builder is effectively a powerful engine. Objects are stateful in Salesforce, which means they keep their own context. For instance, a contact record will contain data on the contact, business environment, or contact status.

The advantage is that the entire context is immediately available, in a simpler data format. For the automation of business processes, objects in Salesforce, together with process constructors, may be considered a Finite State machine.

To guide you in working with Salesforce Process Builder, we've collected some best practices:

  • Eliminate Repeating an Object's Automation

While setting up a new process, it is necessary to make sure no other automation process is running on the object. If you have automated conditions already in place, you should consider accommodating those circumstances in the new process and disable any previous automation. If an automation condition has already been set, it's important to accommodate that state in the new process. It is important to remember that when there are numerous automation tasks and apex triggers operating on a single object, the sequence of the workflows and verification of outcomes will be difficult to establish.

dont miss out iconDon't forget to check out: Custom Notification With Process Builder in Salesforce

  • One Automation Tool Should be Used for Each Object

In order to prevent competing automation activities, you should avoid utilizing several automation tools on a single item at the same time. Workflow rules flow, and the apex is all helpful for various reasons, but utilizing a mix of them all for one object is typically a recipe for mistakes since you can't really tell which rules will be executed first and which will be executed last. Also, be sure to disable your previous workflow rules or apex code before activating your new Process Builder process. You may also obtain unexpected outcomes such as overwritten data if you keep all of the tasks running at once.

  • Keep an Eye Out For Action Timelines

Salesforce Process Builder is capable of doing tasks instantly or on a schedule. Certain instantaneous actions performed on an item may disqualify it from being subjected to a subsequent planned action. While designing and developing a process, it is critical to bear in mind the sequence of activities that will be followed throughout the processes and to build it in such a way that conflicts do not occur.

  • Combine Several Possible Actions

Process builder is easy to use, and you should keep your process configuration as simple as possible as well. Ideally, one procedure should control all record-creation activities for one item. Try to limit the number of steps you do wherever feasible. When you can mix things together, it is a standard you should apply in your whole experience with Process Builder. To lessen the possibility of encountering organizational constraints, minimize the number of activities you take.

dont miss out iconCheck out another amazing blog by Sweta here: How Does Salesforce Help in Customer Retention?

  • Use Reusable Processes to Save Time

Reusing common actions, processes, and activities save time and effort. Therefore, it is advised to design these since they may be reused in numerous processes. You may use the Quick Actions, or you can use the actions you've created within an invocable process. Invoked processes can be invoked only after another process has begun them. To call an actionable process when specific circumstances are met, an invocable sub-process can be invoked.

Now that we highlighted the value of Salesforce Process Automation, we propose you consult Cymetrix Software for all your Salesforce CRM activities. We know the challenges of optimizing CRM as part of your Salesforce automation, as a Salesforce Partner. Get in touch with Cymetrix Software, and experience how easily we handle all of the processes listed above.


Popular Salesforce Blogs