Automate Salesforce: Guide to Getting Started

Maria Homann

Automation Expert

Salesforce is a popular CRM system for Sales and other customer-facing teams, and many rely on it to perform business-critical tasks.

For this reason, many businesses wish to automate tests and processes connected to Salesforce, in order to reduce risk and to optimize use of time and resources.

If you are on the lookout for a tool to automate Salesforce, or you’re already using one, but want to make sure that you’re getting the most out of it, you've come to the right place. Salesforce automation guide

In this guide, we’ll take a closer look at what Salesforce automation means and what possibilities there are within RPA (robotic process automation) and test automation.

We also provide examples of use cases and guidance on finding the right Salesforce automation tool that matches your needs. 

Download the Salesforce Automation Guide here. 

What this Salesforce Automation Guide covers:

  1. What is Salesforce automation
  2. Examples of what can be automated in Salesforce
    • RPA for Salesforce examples
    • Test Automation for Salesforce examples
  3. How to choose your Salesforce automation tool
    • Technology support
    • Scalability
    • Ease of use

Salesforce automation guide