Welcome to the Enhanced Professional Edition! Now updating to Enterprise Edition is not the only way to get more Salesforce capabilities.
Here’s what’s new with Salesforce Professional Edition.
Because who doesn’t love freebies?
The new features of Salesforce Lightning Professional Edition have been rolled out to all Professional Edition users. If you’re a Salesforce Professional Edition user, you now have access to powerful features that you used to have to upgrade to Salesforce Enterprise Edition to get. These new features include:
- Process Builder
- Custom profiles and page layouts
- Record types
- Unlimited apps and tabs
Today we’re going to review how the Salesforce Process Builder in Salesforce Lightning Professional Edition can be used to help you automate your business processes. The Process Builder is a tool that can, for example, enable Salesforce to automatically:
- Create records
- Update related records
- Send an email
- Post to Chatter
An example of this would be that when an opportunity has been in a certain sales stage for over X amount of days, the sales manager would be automatically emailed. Then the sales manager could have a conversation with the person working the opportunity to understand why the opportunity was stalled and what the plan was to get things going. By automating this process, the company can help to avoid losing sales due to the sales process stalling by proactively notifying a manager (or whoever else would be appropriate) when needed.
The possibilities for leveraging the Salesforce Process Builder are almost endless. So what are you waiting for? All Salesforce Professional Edition users now have access to this powerful new tool and can now automate key business processes to improve efficiency and help to eliminate problems from occurring!
Now that you know a little bit about what’s new with Salesforce Professional Edition, you are probably considering finding help in taking advantage of the new features. Our virtual Salesforce Administrators can implement these new capabilities for you and educate you on them so you can do it yourself in the future!
StarrData helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x103.