PARDOT

Automation should be evaluated on how to reinforce business processes and data quality. Look to implement Salesforce automation to send alerts and notifications to managers and users for corrective action, data clean up, etc.

WORK WITH US

Leverage automation to drive action with end-users. Leverage alerts, notifications, and workflow to notify users when correction action is necessary. For example, alert managers/users if opportunities of a certain size have passed specific stages to enforce opportunity management processes.

AUTOMATION BEST PRACTICES

CREATE A PROCESS

Process Automation (Trailhead)

Create a New Process (Trailhead)

Add Process Criteria (Trailhead)

Add Process Action (Trailhead)

Test Process (Trailhead)

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