Salesforce extensively utilizes process automation built on triggers and Apex classes, as well as Flow and Workflow Rules. Automation is a key element of CRM, significantly improving business process efficiency, minimizing manual work, and reducing the likelihood of errors.
Salesforce is a cloud-based CRM platform that underpins business-critical processes: sales automation, customer service, integration with external systems, and analytics. All of this operates within a distributed architecture and platform constraints — including resource limits, security, data, and code.
Salesforce handles vast amounts of data and user activity, making it crucial to understand what's happening within the system. Without proper oversight, administrators might overlook critical incidents, such as:
Salesforce stores critical business data, making the security of the environment a top priority. Misconfigurations in security settings or data access and privacy policies can lead to serious consequences, such as:
Salesforce operates in the cloud and uses distributed computing, which imposes restrictions on resource consumption. Efficient management of system resources in solutions like Salesforce is critically important. Without resource management, system stability will eventually be compromised, leading to critical errors that can have serious consequences for the business.