Get Cloudy Consulting は、営業部門とサービス部門に Salesforce を実装し、両方に関係するいくつかのプロセスを自動化したいと考えています。
最初にどのアプローチを検討すべきでしょうか?
正解:A
Declarative tools in Salesforce allow for process automation without the need for code. These tools, such as Process Builder, Flow Builder, and Approval Processes, enable users to configure automation that spans multiple divisions like sales and service. This approach is user-friendly, cost-effective, and faster to implement compared to programmatic solutions.
* B. Programmatic: Programmatic approaches (e.g., Apex code) should be used when declarative tools cannot meet specific complex requirements.
* C. Third-party consulting services: While consulting services may assist with implementation, exploring Salesforce's native tools should be the first approach.
References from Salesforce Documentation:
* Declarative vs. Programmatic Development
* Process Automation Overview