Book demo
Start trial
Book demo
Start trial

The LEAP

Automation insights and productivity tips from LEAPWORK.

All Posts

How to Automate Salesforce: Test and Process Automation

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.

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.

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.


Dig deeper into web automation with the LEAPWORK guide on everything you need to know to automate web-based tests and processes.
CTA-StartTrial-3

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

Related Posts

[Factsheet] 9 Reasons to Use No-code Automation Tools

In the jungle of automation tools, it can be complicated to select the right one for your enterprise. This is why we have listed 9 reasons to choose no-code automation tools in a factsheet, just for you. No-code automation tools speed up business processes and reduce errors while limiting boring and repetitive work. 

Codeless Selenium: How to automate with Selenium without coding

If you’re a highly skilled programmer wanting to automate web applications, and you love to spend time on writing test scripts, Selenium is probably a good test automation tool for you.

Selenium Automation: What does it require to automate with Selenium?

Are you tired of manual testing and are you considering using Selenium to accelerate your software testing?