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3 Things to Consider Before Buying a Salesforce Automation Tool

Automating processes in Salesforce and tests of Salesforce integrations is a great way to save time, optimize resources and avoid errors from occurring in your business-critical systems.

Ultimately, you want to give your customers the best possible experience, and the best way to do that is to secure that systems and processes are working at full force and speed. Automation is key to making this happen.

But how do you select the right tool to automate Salesforce with?

Take the following three points into consideration to make sure that you make an informed decision.

1. Full support of technology

The first thing you’ll want to consider is if the tool fully supports the technology that you want to automate.

This might seem obvious, but surprisingly many end up with a tool that only partially meets their automation requirements. Particularly because Salesforce is highly customizable, and many users have very specific requirements for what they need automated. Others end up with a tool that does support the technology in question, but doesn’t support the business's remaining technologies.

This is frequently the case when users start their search by looking at the suggested technologies or ‘partner’ technologies for Salesforce. Here, you might find tools that integrate perfectly with Salesforce, but which don’t necessarily support other technologies in your system architecture – which could be a problem down the road. Seamless automation across technologies is key in creating a fully functional system architecture that will last you for years to come, and that won’t require high levels of maintenance. This brings us to our second point: Scalability.

2. Scalability

The next critical thing is that your automation tool is scalable – also down the road. Even though you might be thinking that you only want to automate Salesforce now, you might find the need to automate more technologies down the road.

Thinking ahead like this means that you take a more strategic approach in choosing your automation technology: By choosing a tool that is compliant with all technologies, and not just one or two, you will get a much better return on investment, as you don’t risk having to invest in another tool down the road. Less tools mean lower expenses, less technologies to learn, less maintenance, and ultimately, less challenges to face.

Automation tool investmentThe difference between choosing one, fully compliant tool from the beginning (left) and choosing a partial solution and adding more partial solutions over time (right).

3. Ease of use

Last, you’ll want to look for a tool that is easy to use. This includes how easy it is to learn (is it intuitive or do I need training to understand the basic functionality), how easy it is to use (once I’m ‘onboarded’, how much time and effort will go into setting up new automation flows?), and how easy it is to maintain (when changes occur, how easy is it to fix or update flows accordingly?).

All these questions are best answered by trying the tool or getting a demo, but can also be assessed quite well with an estimation of how much coding the automation will require. Many teams don’t have a developer or programmer at hand to set up their automation flows, and someone without much coding know-how will therefore potentially be responsible for this.

A no-code automation tool is therefore preferable, as opposed to coded or low-code tools, as these will inevitably cause bottlenecks – if not in the initial setup phase, then most definitely down the road during troubleshooting and maintenance.

Are you on the lookout for a Salesforce automation tool that will help you automate across technologies, at scale, without requiring you to write a single line of code? Then sign up to our webinar to learn more about no-code automation.

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Maria Homann
Maria Homann
Content Marketing Manager

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