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
The goal of automation is to achieve results with the least amount of human interaction possible. When you hire Salesforce developer from our team, our trained professionals ensure that your Salesforce CRM experience is frictionless and suited to your company objectives using Folio3’s professional services automation Salesforce.
Global Enterprises Count on Our Salesforce Consulting Services
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
We are a Certified Salesforce Consultancy Delivering CRM Innovation for Brands Worldwide
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Get more information on how Folio3 can help amplify your Salesforce performance.
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
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Salesforce Sales Cloud Automation
Salesforce Marketing Cloud Automation
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Salesforce Marketing Cloud Automation
Salesforce Service Cloud Automation
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Salesforce Service Cloud Automation
Salesforce Field Service Cloud Automation
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Salesforce Field Service Cloud Automation
Salesforce Commerce Cloud Automation
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Salesforce Commerce Cloud Automation
Salesforce Experience Cloud Automation
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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.
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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.
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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.
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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.
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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.
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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
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Reduce manual testing
Mitigate risk at scale
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Mitigate risk at scale
Quality at speed
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Quality at speed
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
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Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
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
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Fixed Cost
Dedicated Hiring
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Dedicated Hiring
Build Your Team
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