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St2018 How to automate a business process in salesforce?
I'm looking to automate different processes in our org. Is there an appexchange app? Or can provide some strategies on how we can automate repeatable tasks and/or processes if we know what needs to prefilled in?
There are multiple ways to automate business process in salesforce. Depending on the use case you may refer to the below options in the help document.
- https://help.salesforce.com/articleView?id=extend_click_process.htm&type=5
Hope this helps.Thanks,
Nagendra
There are multiple ways to automate business process in Salesforce, its all depends on the use case you may refer to the below links:
-Use a flow builder to automate the business process: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder
-Choose the Right Automation Tool: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_whichtool
- Platform Solution: https://www.salesforce.com/in/products/platform/solutions/automate-business-processes/
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks,
Ajay Dubedi