Workflow in Salesforce

Workflow in Salesforce

Workflow in Salesforce

Automation Process-Sales Cycle

Language: english

Note: 4.2/5 (3 notes) 330 students

Instructor(s): Kanchan Bhujbal

Workflow in Salesforce



Marketing & Sales persons now can Sell smarter and faster with the world’s #1 Salesforce CRM. Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field.

A sales process maps out the stages an opportunity follows through its sales cycle, affecting what’s available to view in a sales path. Within a specific sales process, you can easily add and remove stages.

Cloud Kicks uses two distinct Sales processes, one for retail sales and one for custom shoe projects. Retail sales follow a different sales cycle than custom projects, and that means they go through different sales stages.

The Cloud Kicks team outlined both processes step by step, because they want to track and report on these types of sales separately.

Distinct sales processes mean distinct data.

Automated Workflows

By automating your sales process, your reps can skip the busywork and take the right actions at the right time. The really great thing? With Sales Cloud, you can manage workflows and process with point-and-click tools.

Service Cloud + Sales Cloud = Lots of Revenue

With the Salesforce Platform, you can stop worrying about losing customers, and start focusing on meeting their needs for the future. And yes, we help with that, too. Salesforce releases new features three times each year, and with the platform, that innovation seamlessly integrates into your CRM. It’s also completely customizable, so you can tailor it to your business processes. And when all that collaboration leads to explosive growth, Salesforce grows right along with you.



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