Salesforce automation allows the management and control of the phases required for the sales process within a CRM system. Enabling and automating these phases within CRM systems helps to improve the quality and also minimizes the time that sales representatives spend on each phase.
Salesforce automation in Salesforce is performed within the Sales app, which can be accessed from within the App Menu at the top right area of the Salesforce CRM screen.
At the core of the Sales app in Salesforce CRM are the account, contact, and opportunity-management functions for tracking and recording each stage in the sales process for new and existing customers.
The lists of accounts in Salesforce are presented using standard and customized views. These view can be sorted and filtered based on time variables, such as by viewing recently-modified or newly-created accounts...