Salesforce Automation Tools for Better Team Collaboration

6 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Mar 22nd, 2024

Salesforce is the world’s leading customer relationship management (CRM) platform that can give you automation tools to bring your sales, marketing, and customer service teams closer. As Salesforce lets your business save and access all customer data in a single platform, it’s an essential tool to keeping all your employees focused on the most current and correct information.

If you are interested in breaking down work silos and encouraging all your teams that work with the same data to collaborate more seamlessly, join us in the article below.

We will discuss the best Salesforce automation tools and how they can streamline many workflows across your organization for better team productivity. We also briefly explore test automation software to check that your Salesforce workflows work the way you intended.

Let’s get started!

What is Salesforce Automation?

Before we dive into Salesforce results for your business, let’s start with the basics. Salesforce Automation, often abbreviated to SFA, is the term used to discuss the software or tools that you could use to speed up tasks related to Salesforce workflows. As Salesforce is designed to support sales, marketing, and customer service tasks, you can imagine that Salesforce Automation will be the most beneficial to these fields.

With Salesforce Automation, sales representatives, customer service agents, and marketers can spend practically no effort on manual tasks and more time focused on higher-level business initiatives, like collaborating on ideas to increase sales for the business.

That sounds great in theory, but what are some real-life examples that show the usefulness of Salesforce Automation? We’ve got you covered. Here are a few features of using Salesforce Automation to consolidate marketing, sales, and customer service areas:

Salesforce Automation can help all your business teams add their specific data to your CRM platform for a more complete view of the customer.

All your departments can monitor customer information, which is important, especially when contact details change, or communication history is needed to resolve a query.

Sales and marketing professionals can both capture and monitor the most up-to-date lead data even though they are used for different business goals, like sending them email campaigns or approaching them for sales deals.

Teams can know where deals are sitting in a sales pipeline so that all employees can plan their next steps to perform their roles well.

Managers across many teams can examine reports based on Salesforce data to assist with forecasting sales for a specific period. The detailed reports can be automated to run at scheduled times to include data from various teams that work with sales histories and purchasing trends.

Take Control of your Workflows with Salesforce Automation Software

So, now that we know the basics and what you can gain from automating your CRM processes, let’s look at some workflow automation software that aids Salesforce.

At the top of the list, we will recommend Sales Cloud as this is a Salesforce-focused topic. It’s a great option if you do not want to leave the Salesforce ecosystem. Thanks to AI tools and guided selling features, Sales Cloud is designed to help you close deals quickly. Here are a few components of Sales Cloud to help you decide if they have the right Salesforce automation solutions for your needs:

You can trust Sales Cloud as it’s used by top sales teams like Honeywell, Cytiva, and Inspirato, to name a few.

This platform has automation tools to eliminate dreary, time-consuming, manual tasks for employees.

Sales Cloud gives your analysts the opportunity to find new insights from the entire sales pipeline.

The automation tools can add your emails, events, and customer engagement data directly to Salesforce.

Your teams can work with all customer data related to leads, contacts, and accounts on a single platform.

Next up, we introduce Zapier. It’s an automation platform that can be easily found on the Salesforce AppExchange marketplace. Zapier is great if you have many custom apps in your software stack. You might want to consider using the platform if you want all your departments to be connected more effectively in Salesforce.

Connecting a whole list of apps to Salesforce, Zapier makes a good candidate if your business teams work with unique software systems and tools. Some features worth mentioning from Zapier workflow automation include:

Your teams can update their manual workflows and repetitive tasks to be automatic.

You can create actions that are based on events.

Zapier supports creating multiple Salesforce objects in one go.

Zapier can create many actions from one Salesforce event. This feature is supported for a host of apps.

Your teams can take full control of their workflows with access to features that allow them to edit and automate tasks.

Titan Flow is the last on our list, but it is also our favorite Salesforce automation software option. It is powerful enough to give your business 10,000 Salesforce automations per second. If you have a large organization or many teams in your work environment, Titan Flow is a dynamic solution to streamlining processes across your entire business. Let’s take a look at some features from Titan Flow that can help you speed up any business process you want quickly and with zero code:

Titan Flow can connect to all your favorite third-party integrations. Go ahead and connect your payment providers, cloud-based storage apps, and databases to Salesforce and Titan.

As we know that customer data is confidential and regulated by privacy laws, you can rest assured with Titan. Our software offers end-to-end security by ensuring workflows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Titan pushes and pulls data in real time into Salesforce and your workflows.

Titan has leading Optical Character Recognition (OCR) technology to read any file and push it to Salesforce. Now, you don’t need to manually add data to Salesforce records from receipts, passports, driver’s licenses, identity documents, and more.

With Titan, you can create any automated process for a user in Salesforce. Our platform connects employees across your organization, whether they have Salesforce access or not. Contract approvals, budget approvals, and vacation requests are just a few examples of how you can streamline different approval processes in your business.

There’s Salesforce Test Automation Tools for Developers

We discussed how Salesforce Automation can bring marketing, sales, and customer service teams together. But Automation tools for Salesforce are also an asset to programmers or development teams.

When your other teams start automating workflows in Salesforce by integrating with external systems or getting creative with custom input fields, it’s a risky move to your CRM platform if these updates are not tested.

Even though these new automations are essential to speeding up processes to meet business needs, it’s important to get your developers to test these new releases. If there is a process that has not been tested, your teams run the risk of creating new project plans that are slow and possibly a broken user interface in Salesforce.

Strengthen Custom Workflows with Salesforce Automated Testing Software

For these reasons, you will need Salesforce automation testing tools to ensure that your business operations are not interrupted and that your CRM platform continues to work seamlessly with your customer data. Here are a few solid Salesforce test automation tools:

Selenium

Provar

Applitools

And that’s a wrap on our suggestions and advice for working with Salesforce Automation tools. If you have a specific question, make sure to reach out to us. Titan can help with any Salesforce solution.

Frequently Asked Questions from Regular Readers

Is Salesforce a marketing automation tool?

Salesforce is not a marketing automation tool. Rather, Salesforce is a customer relationship management platform. It’s actually a world leader in CRM and is the best platform to use in your business. As a powerful piece of software, it provides marketing automation tools for Salesforce data that can speed up your tasks and processes.

What are the automation tools in Salesforce?

There are four tools you can find in Salesforce for automation. These automation tools go by the names Workflow Rules, Process Builder, Flow, and Apex.

What is automation in Salesforce?

It’s a method to eliminate manual tasks like copy-pasting data, transferring information between systems, or even inserting data into documents. These tasks can all be automated using software and technology that integrates into Salesforce.

Titan Flow: Best Salesforce Automation Tool

Automation in Salesforce is all about reducing manual and repetitive tasks from workflows so that your employees can focus on completing those bigger business goals, like increasing sales or growing a customer base.

This article explored how automation tools can assist multiple teams in your business that engage in customer relationship management activities. If we skipped a topic or you want to know more about Salesforce Automation tools, give us a shout. Our Titan experts will be more than happy to help you solve Salesforce solutions.

And if you are looking for a powerful, no-code tool for automating your processes, we highly recommend that you check out Titan Flow. Our versatile app lets you connect third-party storage apps directly to Salesforce so that they can work seamlessly across your entire organization.

And since every department works with files in different ways, use Titan Flow for Salesforce document automation to effortlessly merge files into any format you require. To find out how you can start creating the fastest business processes using no code, contact us on one of our social media channels below.

We hope to see you soon!

Titan Website

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.