Dictionary term

Salesforce Automation

Software-supported workflows for sales tasks such as lead assignment, activity tracking, follow-up, and opportunity management.

Software-supported workflows for sales tasks such as lead assignment, activity tracking, follow-up, and opportunity management.

Why Salesforce Automation matters

Understanding this term helps teams align sales, operations, finance, and technology around how business customers evaluate, purchase, and receive products or services.

How It Applies to E-Commerce

Commerce-generated leads and quote events can initiate automated sales workflows.

How It Applies to CRM Systems

CRM automates lead routing, reminders, activity capture, and opportunity updates; the term is not limited to the Salesforce brand.