What Is Salesforce Automation?

Salesforce Automation uses tools like Flows, Process Builder, and Workflow Rules to streamline repetitive tasks, from sending emails to updating records and assigning tasks. At SFlancer, we help you replace clicks and spreadsheets with smart automations.

🔄 What We Automate

Lead Assignment & Follow-Up
Automatically assign leads to the right reps and schedule follow-ups.
Email Notifications & Alerts
Send instant notifications when key events occur (e.g., deals closed, cases escalated).
Approval Processes
Route deals, time-off requests, or invoices through multi-step approvals.
Field Updates & Record Creation
Auto-fill data and create related records based on user actions.
Scheduled Jobs
Trigger automations daily, weekly, or monthly (e.g., reminders, data cleanups).

🧰 Tools We Use

🧠 Salesforce Flow – Advanced logic and automation without code
⚙️ Process Builder – Visual automation for simple tasks
🔔 Workflow Rules – Legacy tool for fast rule-based actions
🧑‍💻 Apex Triggers – For complex, custom automation needs

✅ Benefits of Salesforce Automation

Save time & reduce human error
Boost sales productivity
Improve customer experience
Ensure timely actions and responses
Focus your team on value-added work

🖼️ Automation Example

Salesforce Flow diagram

🚀 Let Automation Work for You

Ready to free your team from repetitive work?

👉 Contact us to start automating your Salesforce environment today.

What Is SF Ongoing Support & Maintenance?

Ongoing Support & Maintenance ensures your Salesforce environment continues to perform long after go-live. At SFlancer, we provide continuous assistance, resolve issues, apply updates, and ...

What Is Salesforce Training?

Salesforce Training is essential to getting the most from your CRM investment. At SFlancer, we offer personalized training sessions for end users, admins, and leadership ...

Menu

Drop us a message

[email protected]

Where Are We

All around the globe

Business Hours

Weekdays : 24h
Weekends : also 24h

SF Lancer