What is Salesforce?
Salesforce offers products and services spanning sales, marketing, support, data and analytics, AI, and business connectivity. The company started in 1999 as a cloud-based software as a service (SaaS) customer relationship management (CRM) platform. Over the past 25+ years, Salesforce has grown through key acquisitions—like Slack, Tableau, MuleSoft, and more—to support over 150,000 organizations of all sizes around the world.
The Salesforce Ecosystem
Salesforce is a complex platform that allows for endless customization. Specialized Salesforce developers can introduce custom objects or workflows, but this comes at a cost. The salary for an entry-level Salesforce Developer typically starts around $75,000, but this cost can quickly skyrocket to north of $200,000 for a senior-level Salesforce Architect.
As organizations expand their Salesforce footprint, it requires a specialized skillset to integrate each of the different products. These integrations can be complex, depending on the types of business data that users wish to see passed back and forth.
Salesforce is lauded for its flexibility and customization, but this often leads to prolonged onboarding and implementation. This becomes further complicated when additional business systems need integration capabilities with Salesforce. Despite these challenges, Salesforce remains the CRM market leader.
Salesforce Automation
It’s possible to automate manual, repetitive processes directly in the Salesforce platform, with a skilled developer and some time. Businesses look to automate processes to save time and money and reduce human error.
In fact, there is such a high demand for Salesforce automation that they have published a Best Practice Guide covering key concepts, implementation, use cases, troubleshooting, and more. As organizations look to automate more processes within Salesforce, they often need to bring on additional resources in the form of consultants or headcount.
Introducing Kognitos
Kognitos is an AI automation platform that uses plain English to transform process documentation into powerful AI agents. Unlike specialized Salesforce automation or traditional robotic process automation (RPA) tools, Kognitos manages the entire lifecycle of automation.
The platform auto-writes code in natural language, asks for help when it needs it, and follows established business processes, all without depending on specialized developers to execute automation. The result is lower costs, faster speed to production, and delighted customers and employees.
Kognitos Simplifies Salesforce Automation
Rather than automating directly within Salesforce, Kognitos offers a native integration that allows users to benefit from the key features of the Kognitos platform and the hyperautomation lifecycle. To get started, organizations simply need an active Salesforce account, API access, and a security token.
With Kognitos, users can automate repetitive Salesforce tasks such as creating:
- Leads: Use Kognitos to sync leads from Gmail to Salesforce, flag priority leads, and notify the sales team when new leads are created
- Contacts: Automatically convert leads to contacts when they are ready to have a meeting with a sales representative
- Opportunities: Kognitos can automate opportunity creation when a successful discovery meeting is held or based on your organization’s specific criteria
Save Time and Money with Kognitos
Improve efficiency and reduce costs by integrating Kognitos with Salesforce. Rather than expanding their dedicated internal Salesforce teams, Kognitos allows developers and architects to automate repetitive tasks like lead routing, opportunity creation, and data cleanup.
Don’t let the complexity of Salesforce slow you down. Instead, lean into the customization that Salesforce offers, and let Kognitos automate complex processes without specialized developers. To see how Kognitos can help your organization, connect with our sales team or explore the full breadth of supported integrations.
Discover the Power of Kognitos
Our clients achieved:
- 75%manual data entry eliminated
- 30 hourssaved on invoicing per week
- 2 millionreceipts analyzed per year
