The Secret Truth of Automating Processes in Salesforce

Salesforce is a powerful tool for automating business processes, but it can be difficult to know how and when to automate.

Many companies make the mistake of attempting automation before they have fully explored all their options. They also don't spend enough time validating that what they are setting out to do is actually valuable or necessary.

Learn how you can successfully approach any automation request by your users with this video featuring Jonathan Adlerstein, CEO & Founder of Takuma Technology.

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0:00 Countdown
10:00 WELCOME
11:48 The Secret Truth of Automating Processes in Salesforce
16:53 Challenges that most of us encounter
34:53 Decision making points
42:34 Open Q&A

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