Understand Salesforce CRM Automations Part 1/3 [all the necessary components]
For all links outside YouTube [[COMING SOON]]
💥 Before you can build a Salesforce Automation that supports your business and initiatives FIRST you have to understand all the ingredients that go into the mix and the STAGES an automation goes through before implementing it!
In this Mini-Course, through 3 parts, we talk about not only the key elements to EVERY AUTOMATION but also what to AVOID! [granted all failure is learning so we encourage that here]
Part 1: Understanding All the Necessary Components of Every Salesforce Automation
💥 • Understand Salesforce CRM Automations Part...
Part 2: The 3 Rules to Define Your Salesforce Automation Requirements
💥 • Understand Salesforce CRM Automations Part...
Part 3: Lastly, Make Your Automation Bulletproof to Stand the Test of Time!
💥 • Video
💥 Chapters:
0:00 - Video Intro
0:18 - FREE Stuff 💪 [link instructions at end of video]
0:52 - Video Start & Who is this video for?!
3:25 - Who is this video for?! & What working with a Salesforce Consultant actually looks like
4:35 - Intro to Salesforce Automations [best way to approach them]
6:30 - The 3 Components of an Automation
6:50 - Video Plug for Salesforce Trigger VS Workflow 👈 👈 👈
7:00 - Video Plug for Salesforce Best Practice VS Applied Practice 👈 👈 👈
7:10 - Automation Component 1 = Trigger Explained
8:15 - Real world example [[or Applied Practice]]
9:50 - Video Plug for Salesforce Foundational Scalability 👈 👈 👈
10:00 - Automation Component 2 = Criteria Explained
10:50 - Biggest Risk to Automation
11:40 - Video Plug for How to Chat GDP Can Help You With Salesforce 👈 👈 👈
11:45 - Automation Component 3 = Outcomes Explained
12:40 - Real world example [[or Applied Practice]]
13:50 - Second Biggest Risk to Automation
14:05 - Conclusion
17:00 - Video Plug for Link to Automation Series Part 2 👈 👈 👈
17:10 - Instructions for how to sign up for FREE SALESFORCE CONSULTING HELP
For more Salesforce Training Videos check these links out:
💥 1. Full Playlist: No BS Salesforce Consulting - • No BS Salesforce Consulting
💥 2. Full Playlist: Understanding Automation - • Understanding Automation
💥 3. Full Playlist: All Sales to the Force Shorts - • Shorts - Sideways Action
💥 4. Full Playlist: Diaries of a Salesforce Consultant - • Diaries of a Salesforce Consultant
#salesforce #salesforcetraining #salesforceadmin #salesforcecertified #salesforcedevelopers #salesforceconsulting #salesforcedeveloper #salesforceohana #crm #salesforcepartner #salesforcejobs #salesforcetower #salesforcedevelopment #salesforceconsultant #salesforcetour #salesforceautomation #salesforcepark #salesforceconnections #sfdc #salesforcecrm #salesforcelightning #salesforcetransitcenter #dreamforce #salesforceessentials #marketing #sales