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Salesforce Automation vs. AI: A 5-Step Decision Guide6 steps · Checklist
Salesforce Automation vs. AI: A 5-Step Decision Guide
The to-do list from the article.
Document how the step is currently done, including any manual workarounds employees use.
Count how often the step happens per week or month — low-frequency steps rarely justify heavy automation investment.
Identify whether the decision follows a fixed rule (if X, then Y) or requires interpreting nuance.
Check whether the data needed lives in Salesforce already, in another system, or in unstructured formats like emails or PDFs.
Ask the person who does this step today what actually slows them down — it's often not the step you assumed.
Estimate the cost of the step being wrong occasionally — high-stakes steps deserve more caution before automating fully.
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