Salesforce Automation Services
Reduce human involvement and automate your Salesforce experience for greater customer satisfaction, improved business efficiency, and increased ROI.
We Are The Top Rated Salesforce Automation Consultants
Financial
Why Use Salesforce Automation Service
Salesforce asked 773 automation users in the United States a series of questions to determine whether automation had an impact on productivity, job satisfaction, and stress. As you can see from the stats below, the results were overwhelmingly positive.
believe using automation solutions increases productivity
agree that workflow automation has driven business success across the entire company
believe automation solutions have increased the value their work brings to the company
say their day-to-day job satisfaction has increased with automation solutions
believe automation solutions save time and offer better work/life balance
reduction in the time taken to complete administrative tasks
increasing in sales productivity
increase in deal closures
Our Salesforce Cloud Solutions Automation Services
Folio3 offers the best-in-class, personalized Salesforce automation service for all Salesforce cloud solutions, allowing businesses to automate business operations while reducing human involvement, resulting in higher customer satisfaction, increased business efficiency, and more income. Our Salesforce certified consultants can assist you with:
Salesforce Sales Cloud Automation
View More
Salesforce Sales Cloud Automation
Salesforce Marketing Cloud Automation
View More
Salesforce Marketing Cloud Automation
Salesforce Service Cloud Automation
View More
Salesforce Service Cloud Automation
Salesforce Field Service Cloud Automation
View More
Salesforce Field Service Cloud Automation
Salesforce Commerce Cloud Automation
View More
Salesforce Commerce Cloud Automation
Salesforce Experience Cloud Automation
View More
Salesforce Experience Cloud Automation
Salesforce Automation Tools Features
Workflow, Process Builder, Flow Builder, and Approvals are just a few of Salesforce's automation solutions for automating your organization's repetitive business processes. Each tool has its own set of characteristics. The type of business process you're automating will determine which automation technology is appropriate for you. Let's take a closer look at each of these:
Workflow
Workflows are used to automate fundamental operations that may be summarized with a single if/then statement, which states that if certain conditions are met, the related actions will be performed; otherwise, they will not. These activities can either be Immediate Actions that occur right away or Time-Dependent Actions that occur at a particular time. In the case of a Time-Dependent Action, the criteria is re-evaluated at the stated time before the action is performed, and if the criteria is determined to be false, the Time-Dependent Action will not be performed; otherwise, it will be performed. View More
Process Builder
Process Builder is the most recent Salesforce automation product that allows you to automate practically all of your business processes in the background. You don't
interact with the process; instead, you simply get the results after it's completed. It has all of the features of workflows except the ability to send outward messages without using Apex code. It can handle several if/then statements and conduct different-different actions based on conditional statements in a single process, whereas multiple Workflow would be required. It can be started when a record is generated or updated, or it can be initiated by another process or a platform event. It can be used to generate new records, tasks, emails, chatter messages, submit records for approval, change any linked records, and call Apex.
View More
Flow Builder (Flow)
Complex automation activities that involve user input and numerous levels of branching logic are well suited for Flow Builder (Flow). In Visual Workflow, there are two types of flows: Screen Flow and Auto launched Flow. Screen Flow is a tool for creating a wizard with a screen that collects data from users and performs actions based on that data through a number of steps in your Salesforce org or an external system. A user action, such as clicking a link or pressing a button, initiates the flow. Auto launched Flow, like other automation technologies, is used to launch flow in the background. It is used to carry out a complex business process and is referred to as a Process. Changes to a record cannot be used to start a flow. Calling them via Salesforce Process Builder, a Visual force page or Apex code are all options. Flows can also be used to remove records from a database.
View More
Approvals
In Salesforce, the Approval Process automates the procedures required for a record to be authorized and assigns an approver to each stage. It describes what happens when a record is submitted for approval, when an approver or all approvers approve the record, and when an approver rejects a record. Field Update, Email Alert, Create Task, and Outbound Message are all activities that can be done using the Approval Process. Initial Submission Actions occur whenever a user requests permission, and the record is locked so that other users cannot edit it while approval is pending. If the approver rejects the request, the Final Rejection Actions are performed, and the approval status is changed to Rejected.
View More
Flow Orchestrator
Flow Orchestrator is a new product with limited information accessible right now. Its goal is to automate highly complicated business processes that span multiple departments and connect together a series of flows to create a unified business process. Steps and stages are two new elements in Flow Orchestrator. Stages organize these actions into logical groupings separated by sophisticated logic decision parts, while steps describe who, what, where, and when the automation happens.
View More
Vlocity OmniScript
Velocity OmniScript is a tried-and-true enterprise-class form and process builder that is now available to the whole Salesforce ecosystem. You may use Vlocity OmniScript to construct dynamic single-step or multi-step forms that run within a Lighting Flow. Without the need for specialized development, you'll get the aesthetic and interaction power of Lightning components. Vlocity has used this technology to create unique Salesforce Industries Cloud solutions in the areas of communication, insurance, health, government, energy and utilities, and media and entertainment.
View More
Benefits of Salesforce Automation
Salesforce, unlike any other CRM platform, is the best answer for your company. It includes all the components necessary to run your business on automation with embedded intelligence. The following are some of the primary advantages of Salesforce automation:
Reduce manual testing
View More
Reduce manual testing
Mitigate risk at scale
View More
Mitigate risk at scale
Quality at speed
View More
Quality at speed
Seamless collaboration
View More
Medical Devices
Types of Salesforce Automation Services We Provide
Salesforce Automation takes your manual activities and streamlines them, reducing delays, and errors, and turning motion into progress. Folio3 can help you infuse the right automation into your Salesforce design.
Sales Process Automation
An automated sales process is one of the few things that will improve your Salesforce experience. Folio3 is aware of this, and we have unrivaled competence in the creation of sales processes. Using a combination of products and processes, your team will have everything they need to engage with prospects and clients. View More
Test Automation
Our patented architecture for test automation increases the quality of your product development life cycle while lowering costs. Manual testing takes time, money, and is prone to errors. Folio3 automates your tests in a consistent, cost-effective, and time-efficient manner, removing the need for repetitive regression testing of your upgrades. View More
Marketing Automation
Salesforce Marketing Automation allows businesses to send automated messages to their consumers via email, online, social media, and text. Folio3 creates marketing programs that enhance engagements, the size, velocity, and quality of your sales pipeline with the help of our certified Salesforce Marketing Cloud Consultants. Our end-to-end Salesforce Marketing Automation solutions assist businesses in identifying and engaging prospects across different touchpoints. Automating and aligning Marketing and Sales to create qualified leads, tailored touchpoints, marketing ROI calculation, and many other critical benefits
View More
Pick the Right Model to Hire Folio3 Salesforce Migration Experts
To keep the hiring process seamless, we follow a simple hiring and engagement model. Our hiring model are designed to focused what's best suited to your projects, with rapid delivery and 100% project satisfaction.
Fixed Cost
View More
Fixed Cost
Dedicated Hiring
View More
Dedicated Hiring
Build Your Team
View More
Build Your Team
More Salesforce Success Stories
Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey
- Single source of Sales Data
- Improved Analytics & Reporting
- Streamlined Financial Visibility
- Enabled Sales Cross/Upselling
- Reduced Administrative overheads
- Improved Sales Visibility
- Reduced Licensing Costs
Gabrielle Sampson
Business Consultant
200+
MajorKeys
$100+Million
Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.
Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.
The connector achieved the following benefits for Evo Systems.
- Seamless communication between Salesforce and other systems.
- Opportunity Management in Salesforce
- Deal Management in Salesforce
- Proposal Management in Salesforce
Evo
Distribution
50 - 100+
Evo Systems
$100+Million
Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm
Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.
Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:
- Address Management
- Data Migration
- Workflows and Templates
- End user training
- Dashboards and Reporting
- Box, Google Ads, MailChimp Integration
Wealth Management Firm
Financial
50 - 100+
$100+Million
Mountain View, CA USA
The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.
Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.
With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.
- Streamlining workflows
- Data Migration
- Improvement in managing clients’ records
- A self-service portal
- Einstein Opportunity Insights
- Dashboards and Reporting
- Deliver personalized advice across channels
Device Manufacturing Company
Healthcare
50 - 100+
$100+Million
Basking Ridge, NJ USA
Why choose folio3 Salesforce
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Employees who understand the dual commitment at Folio3, Customers first, Employees forever.
Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.