Salesforce Automation: Picking the Right Tool for the Job

In this webinar, RevOps/Solutions Architects Kyle Crouse and David Kile will cover:

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⚖️ Standard vs. Custom: Learn when it’s smarter to go standard and when to get creative with out-of-the-box functionalities.

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📦 Packages & Integrations: Discover the art of picking the right package or integration instead of building custom solutions, for seamless results and optimal efficiency.

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🏄 Mastering Flow: Uncover when and how to wield it to streamline your processes and make your Salesforce instance work harder for you.

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🔓 Unlocking Apex: We’ll guide you through the scenarios where coding your way to Salesforce automation is the way to go.

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🌎 Real-World Ambiguity: Explore case studies where the path to automation isn’t always crystal clear. We’ll discuss trade-offs, weigh the pros and cons, and unveil the strategies that win at the end of the day.