TOPIC

PROCESS AUTOMATION IN SALESFORCE

Abstract:

Business Process is a collection of linked tasks which find their end in the delivery of a service or
product to a client. Business Process management follows BPM specifications which enables the
processes to be consistent, effective, efficient work flow management of an organization

A business process helps and organization in reaching its goal with efficiency and effectiveness in
line with its vision, mission and strategy. Business process could be primary (operational),
Secondary (supporting), Management processes. There are different types of business processes,
like Sequential, Status driven and parallel business processes.

Here, we attempt to design a Primary business process creating a revenue channel for the business.
Business process automation of campaign as marketing and sales Activity for a Star Hotel.

Process steps involved in defining this business process

● Design the business process
● Check for its Validity
● Simulate the Process for all conditions, ideal and non-ideal conditions for its Robustness,
Efficiency, Effectiveness and deliver the desired result/objective of the business process
designed for.
o Define the Process using Process Builder
o Define the Parameters constituting the Process
o Nullify the Risks and Assumptions
● Implement the Campaign with Trigger conditions
● Advantages of Implementing the Campaign Business Process
o Revenue Generation
o Business Continuity
o Customer Satisfaction