Tips and tricks Best practice guides, FAQ & more
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.
We also provide examples of use cases and guidance on finding the right Salesforce automation tool that matches your needs.
What this Salesforce Automation Guide covers: