The LEAP

Automation insights and productivity tips from LEAPWORK.

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How to Automate Processes in Salesforce

Salesforce is a top tier CRM solution for enterprises and organizations with popular cloud services for managing sales, marketing, help desk and much more. It's highly customizable and can be configured and extended to fit almost any requirement.

However, the size and complexity of Salesforce means that many repeatable tasks are performed manually by sales reps, marketeers and managers over and over every day. In a medium-sized company, it's not unusual to have manual workflows that take hundreds of hours to perform daily, which could (and quite possibly, should) be automated.

On top of this, all of the customization and changes that are a natural part of every Salesforce instance means that there is a great demand for test automation as well.

The problem is, automating any process in Salesforce with existing tools is a daunting task because it requires a lot of programming skill and deep technical knowledge of Salesforce's inner workings.

However, with the launch of LEAPWORK's unique web automation abilities, it's suddenly possible to automate even complex workflows in Salesforce in just a few minutes. In the following short demonstration video, we show how to automate Salesforce -- using the creation of Leads from an Excel file as an example.

 

The video clearly shows how easy it is to automate the login process in less than two minutes, then put the login flow into a custom building block for later reuse. Then, an Excel file containing contact details for is read and each lead is automatically created in Salesforce.

The whole process takes less than 10 minutes to build from scratch, and can now be re-used every time someone hands over an Excel file with contact details to be otherwise manually entered into Salesforce.

This is, of course, just a simple example. Because Salesforce is entirely web-based, there is no limit to what you can automate with LEAPWORK.

Claus Topholt
Claus Topholt
CTO and co-founder of LEAPWORK.

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