Efficient document automation and document management are one of the keys to closing deals fast and making sure paperwork does not get in the way of securing business with major clients. Having a ...

With artificial intelligence (AI) advancing rapidly, there needs to be more clarity about what generative AI means for process automation. After all, process automation has been around for decades, ...

Salesforce and Slack are introducing Salesforce Platform for Slack, a low-code toolkit that allows Salesforce developers to build Slack apps that leverage apps, data, and automation directly from the ...

The rise of robotic process automation in the late 2010s heralded a new era of knowledge work automation. RPA bots could emulate human tasks, completing simple workflows via scripted interactions with ...

Like many other SDRs, Salesforce is a must-have tool that I use daily in my efforts to track and manage my pipeline and keep everything neat and organized. But I wasn't always so proficient at it.

Automating manual processes improves efficiency and eliminates human error. Learn about workflow automation and how to create an automated workflow.