Process automation is very popular for every Salesforce Admin. It is like a magic wand for all Salesforce problems and saves the productive time of the admins. Though a badly designed process could be a time-wasting tool and cause frustrations to the Salesforce Admins.

Today, CloudVandana is sharing 6 process automation steps so that Salesforce professionals can design an efficient automation process to enhance the power of their Organizations.

These 6 steps process is divided into 2 phases.

Analyze Phase

1. Problem Simplification

Problems generally come in long paragraphs. The problem includes what went wrong. So the problem-solvers try to solve the problems as soon as possible instead of finding the source of the problem. So the origin of the problems should be identified first, then only the problems will be simplified and the outcome will be desirable.

2. Brainstorm Solutions

To find out the best solution for any problem, Salesforce admins are advised to look at the problem multiple times and list all the possible solutions. This is a different stage, so the creative gesture is needed, but being overly critical about the potential solutions is not recommended.

3. Detecting The Best Option

An admin needs to find out the simple yet effective way of achievement. “No automation”, “Workflow Action”, “Process “Builder”, “Flow”, “APEX” are examples to find the easy solution.

The work or the implementation should be efficient so that no extra load will be there in the system. Sometimes next-level tools are required and sometimes easiest way can be efficient. For example, instead of using a process to invoke another process, using one flow might be a better option.

The process should be sustainable. Much time should not be needed to maintain the solution. Though some solutions are easy to create, a lot of manual work is needed for maintenance. So a clear concept for the future should be there.

A solution should be simple, efficient, and sustainable, but not desirable. Good communication should be maintained between the team members so that no little thing can be missed out. The weight of each metric depends on the Organization.

Build Phase

4. List The Concrete Phase

After creating a clear concept and best solution, the time to build comes. The first and foremost step is to plan out the necessary steps in detail. One of the useful strategies is to follow the backward method. The backward process starts from the goal and gives a clear concept of the previous step to achieve the desired goal. This process helps in making the blueprint in no time.

5. Planning Of The Steps With Elements

In this step, the right building blocks need to find out. This step enables the user to spend maximum time searching for documentation. Admins can often come across best practices or new ideas in this step to boost the automation process.

6. Build And Run

So this is the final step for Salesforce Process automation. An automation expert should not be good only at solving problems but also finding problems. So the key is to be extremely proficient at testing and debugging. The automation expert should be familiar with dubbed mode and testing thoroughly is very much needed before deployment.