{"id":883,"date":"2017-04-18T19:12:16","date_gmt":"2017-04-18T19:12:16","guid":{"rendered":"http:\/\/corraogroup.com\/blog\/?p=883"},"modified":"2025-05-19T08:44:22","modified_gmt":"2025-05-19T15:44:22","slug":"salesforce-workflows-can-business","status":"publish","type":"post","link":"https:\/\/corraogroup.com\/blog\/2017\/04\/salesforce-workflows-can-business\/","title":{"rendered":"What Salesforce Workflows Can Do for Your Business"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">After learning how you can <\/span><a href=\"https:\/\/corraogroup.com\/blog\/index.php\/2017\/03\/boost-roi-by-1281-by-using-a-business-process-driven-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">boost your ROI 1000%<\/span><\/a><span style=\"font-weight: 400;\">, you can now see how powerful optimizing your CRM is and how important it can be for your business processes. Whether you are a <a href=\"http:\/\/corraogroup.com\/\" target=\"_blank\" rel=\"noopener\">new, existing, or a power Salesforce user<\/a>, there are always ways to expand and optimize your current system in order to get the most out of it. With a lot of different moving components in your business process, it\u00a0is challenging to monitor everyone\u2019s progress. One of the ways to stay on track is through utilizing<a href=\"https:\/\/corraogroup.com\/salesforce\/sales-cloud\/\"> automated Salesforce workflows<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So what is workflow automation <em>exactly<\/em>? Workflow automation is a simple way to manage and drive your daily business processes through setting up automated actions and events without spending the extra dollars on additional systems or manpower. It provides you and your team the freedom and the time to be more efficient and not bogged down with day-to-day tasks. Many people get discouraged when talking about workflows, but don\u2019t worry, workflows do not require any technical coding to be built. <\/span><span style=\"font-weight: 400;\">Before we talk about how workflows rules can be put in place to optimize your Salesforce, lets breakdown the 3 components:<\/span><\/p>\n<p><!--more Read More--><\/p>\n<p><span style=\"font-weight: 400;\">Workflow rules are broken down into evaluation, criteria, and actions. Evaluation is how you determine if that record goes through the workflow. Criteria is where we match the records to predefined rules. Actions are what triggers the automation once the criteria is matched. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some ways people utilize and create workflows for their day-to-day operations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; font-size: 12px;\"><span style=\"font-weight: 400;\"><strong>Alerts for Opportunities<\/strong> &#8211; Receive an email alert whenever an opportunity has been won or receive notification instantly of the reason why a deal was lost.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400; font-size: 12px;\"><span style=\"font-weight: 400;\"><strong>Send Tasks and Notifications<\/strong> &#8211; Using time dependent actions, you can trigger follow ups or reminders. This way you can ensure nothing gets lost, and keeps your team accountable.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400; font-size: 12px;\"><span style=\"font-weight: 400;\"><strong>Maintaining your Database<\/strong> &#8211; Standardize and streamline data inputs using field updates to maintain and validate data to ensure clean data. Having a clean database is required for effective reporting when viewing analytics.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Regardless of how long you have had the system, Salesforce workflows are just one of the many ways you can streamline your business processes utilizing preexisting Salesforce functionalities. By doing so, this allows you to save time but also helps you lay down the foundation for huge increases in Salesforce ROI.\u00a0 Have ay questions on Salesforce workflows? Please <a href=\"https:\/\/corraogroup.com\/contact-us\/\">let us know<\/a>, we&#8217;re happy to answer your questions.\u00a0<\/span><\/p>\n<p>[pardot-form id=&#8221;11060&#8243; title=&#8221;Wordpress Form &#8211; Add this to Blog&#8221;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>After learning how you can boost your ROI 1000%, you can now see how powerful optimizing your CRM is and how important it can be for your business processes. Whether you are a new, existing, or a power Salesforce user, there are always ways to expand and optimize your current system in order to get &hellip; <a href=\"https:\/\/corraogroup.com\/blog\/2017\/04\/salesforce-workflows-can-business\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;What Salesforce Workflows Can Do for Your Business&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[30,66,10,98],"_links":{"self":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/883"}],"collection":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/comments?post=883"}],"version-history":[{"count":22,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/883\/revisions"}],"predecessor-version":[{"id":5109,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/883\/revisions\/5109"}],"wp:attachment":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/media?parent=883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/categories?post=883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/tags?post=883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}