Salesforce Automation

Articles

Set User Access Policies in Salesforce to Easily Manage Team Permissions

Automate Salesforce user access management with user access policies to efficiently grant or revoke permissions, licenses, and access based on user criteria, reducing manual effort and errors.

3 Native Salesforce Apps to Save Your Service Costs

There are day-to-day administrative tasks costing your support agents time, and therefore costing you money. But simply knowing there are proverbial leaks in your lifeboat isn’t enough. What can you do to plug the leaks and start saving on service costs? Here are 3 apps built within the Salesforce ecosystem that can save your customer service team time and money.

Salesforce Flow to replace Workflow Rules & Process Builders

Starting with the Winter ‘23 release you will no longer be able to create new Process Builders or Workflow Rules.

Client Success Stories

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Webinars and Events

Dreamforce Preview: How AI & Automation Can Fire Up Agent Productivity

The Vicasso Product team will outline ways to use AI and automation in your Salesforce customer support processes to fire up agent productivity.