Top 5 business processes that every company needs to automate in Salesforce

Automating processes can help businesses save time, increase productivity, and ultimately boost a company’s bottom line. Here are some processes whose automation is sure to make a huge impact:

  1. Sales and CRM processes
  2. Generating quotes, contracts
  3. Employee onboarding & offboarding
  4. Support process
  5. HR processes - Budget, Leave

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Sales and CRM processes

Automating sales and CRM processes can help businesses save time, increase productivity, and improve their bottom line. By leveraging automation tools, businesses can streamline their sales process, improve customer service, and make more informed decisions based on real-time data.

Lead Generation

Automating lead generation can help businesses find new customers more efficiently. Automated lead generation tools can scan websites, social media, and other online platforms to identify potential customers who fit certain criteria. These tools can also prioritize leads based on their likelihood of converting, allowing sales teams to focus their efforts on the most promising prospects.

Sales Prospecting

Once leads have been generated, sales teams can use automation to streamline the prospecting process. For example, automated email campaigns can be used to send personalized messages to potential customers, while automation tools can be used to schedule follow-up calls and meetings.

Sales Pipeline Management

Automating the sales pipeline can help businesses stay on top of their leads and ensure that no opportunities are missed. Automation tools can be used to track leads through each stage of the sales process, from initial contact to final close. These tools can also provide analytics and insights to help sales teams optimize their sales process and identify areas for improvement.

Customer Relationship Management

Automating customer relationship management (CRM) can help businesses keep track of their customers and provide better service. For example, automated customer service tools can be used to respond to customer inquiries and resolve issues quickly and efficiently. Automation can also be used to send personalized messages and offers to customers based on their purchase history and other data.

Employee onboarding & off boarding


  1. Set up a workflow: Create a workflow in Salesforce that triggers when a new employee is added to the system. This workflow should include all the necessary steps for onboarding, such as creating a user account, assigning a role, and providing access to necessary systems and applications.
  2. Use templates: Create templates for standard onboarding tasks, such as creating a new user account or assigning roles. These templates can be used to streamline the onboarding process and ensure that all necessary steps are taken.
  3. Use Chatter: Use Salesforce's Chatter feature to enable new employees to ask questions and get help with the onboarding process. This can help new employees get up to speed quickly and ensure that they have everything they need to be successful.


  1. Set up a workflow: Create a workflow in Salesforce that triggers when an employee leaves the company. This workflow should include all the necessary steps for offboarding, such as revoking system access, disabling user accounts, and transferring ownership of records.
  2. Use templates: Create templates for standard offboarding tasks, such as disabling user accounts or transferring ownership of records. These templates can be used to streamline the offboarding process and ensure that all necessary steps are taken.
  3. Use Chatter: Use Salesforce's Chatter feature to communicate with the departing employee and ensure that all necessary steps are taken. This can help ensure that the offboarding process goes smoothly and that all data and records are properly transferred.

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Generating quotes & contracts

Quote & contract Generation

  1. Create a quote/ contract template: Create a template for standard contracts quotes in Salesforce that includes all the necessary fields and information. For quotes, this can include: products, pricing, and any applicable discounts or promotions; and for contracts: terms and conditions, pricing, and any applicable legal information.
  2. Use product catalog: Use Salesforce's product catalog to quickly populate quotes with the necessary product information. This can help ensure accuracy and save time.
  3. Automate approval process: Set up an approval process for quotes and contracts that require review and approval before they can be sent to customers. This can help ensure that quotes and contracts are accurate and consistent with business policies.
  4. Use e-signature: Use Salesforce's e-signature capabilities to allow customers to sign contracts electronically. This can help save time and ensure that contracts are signed and returned quickly.
  5. Email delivery: Use Salesforce's automation capabilities to automatically send quotes to customers via email, and track when the quote or contract is opened and viewed by the customer.

Support processes

  1. Create a case management workflow: Set up a workflow in Salesforce that automatically creates a case when a customer submits a support request. This workflow should include all the necessary fields for the case, such as the customer's contact information, the nature of the issue, and any relevant details.
  2. Use case assignment rules: Use Salesforce's case assignment rules to automatically assign cases to the appropriate support agent based on factors such as skillset, workload, or location. This can help ensure that cases are handled quickly and efficiently.
  3. Use email templates: Use Salesforce's email templates to provide automated responses to customers when a case is opened, updated, or resolved. This can help set expectations and keep the customer informed throughout the support process.
  4. Use macros: Use Salesforce's macros to automate repetitive tasks within a case, such as updating fields or sending email responses. This can help support agents work more efficiently and effectively.
  5. Use knowledge base: Use Salesforce's knowledge base to provide self-service support to customers. This can include articles, FAQs, and other resources that customers can access on their own to resolve their issues.

HR processes - Budgets, Leave requests, Payroll


Before you start automating your payroll processes in Salesforce, you need to have a clear understanding of your organization’s HR policies and procedures. This includes defining employee pay rates, tax deductions, benefit plans, overtime rules, and compliance with federal regulations such as the Fair Labor Standards Act (FLSA).

Once you have defined your policies, you can create custom objects within Salesforce that represent your HR data structures. These objects will allow you to store employee information such as job


Here are some steps you can take to automate your budget in Salesforce:
1) Set up an automated workflow to ensure that your budgeting process is seamless. A workflow is essentially a series of automated actions that are triggered by a specific event or set of conditions.

For example, you can set up a workflow in Salesforce that automatically sends an email notification to your finance team whenever a budget threshold is exceeded. You can also set up a workflow that automatically updates your budget data whenever new transactions are recorded in your accounting system.

2) Integrate with your accounting system
To automate your budget, you need to integrate Salesforce with your accounting system. This integration allows for real-time data transfer between the two systems, so you always have accurate and up-to-date financial information.
If you use QuickBooks or Xero as your accounting system, you can integrate it with Salesforce using third-party apps like Zapier or SyncApps. This integration ensures that any changes made in one system are reflected in the other system in real-time.

3) Define budget rules and thresholds
Next, you need to define your budget rules and thresholds in Salesforce. These rules should be based on your company's financial goals and objectives.
You can set monthly spending limits for different departments or cost centers, or restrict spending to certain categories like travel or office supplies. You can also set individual spending limits for employees and monitor their expenses in real-time.

4) Monitor your budget
Once you have set up your budget rules and thresholds in Salesforce, it's time to start monitoring your budget. Salesforce provides you with real-time data that allows you to track your expenses and compare them against your budget.
Set up alerts and notifications that will notify you when a department is about to exceed its monthly spending limit. You can also generate reports that show you how much money has been spent on different projects or departments.

5) Analyze your spending
Analyzing your spending allows you to identify areas where you can reduce costs and optimize your budget. Salesforce provides you with the tools to create custom reports and dashboards that give you a detailed view of your spending patterns.
You can analyze which projects are costing more than they should be or which departments are overspending their budgets. By doing so, you can make data-driven decisions that will help keep your expenses under control.

6) Optimize your budget
Once you have analyzed your spending patterns, it's time to optimize your budget. This involves making changes based on the insights gleaned from your data analysis.


Automation is important for businesses as it reduces the time and resources spent on repetitive tasks and frees up employees for more complex tasks. It also improves accuracy by eliminating human error and ensuring that data is entered correctly and calculations are accurate, saving time and improving key data accuracy.

Automation can also improve the customer experience by ensuring prompt and accurate responses to inquiries or complaints.