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Salesforce Digital Engagement

Sales and Marketing Teams, Optimize your Salesforce Digital Engagement with Advanced Automation

In today’s fast-paced business world, it’s super important for sales and marketing teams to connect with customers effectively and faster. 

Thanks to Salesforce Digital Engagement and its text automation capabilities, which have made it feasible for sales and marketing teams to connect over different channels and deliver consistent experiences. 

Undoubtedly, text automation has paved the way for teams to connect with audiences at the desired time without manual intervention. However, automation capabilities in Salesforce digital engagement can be limiting and prevent you from unlocking the potential of text automation to the fullest.

As there is nothing that doesn’t have a solution, you can get around this problem too.

In this blog, we’ll learn how the automation capabilities of Salesforce Digital Engagement’s basic version can be limiting and how the extension of its capabilities can help with advanced automation to improve business operations. 

Before improving Salesforce Digital Engagement automation capabilities, it’s essential to understand how important automated texting is. So, here we go.

Why You should care about advanced automation for Business 

Increased Efficiency 

Implementing automation in texting can eliminate the burden of manual tasks and repetitive actions.

Agents can now enjoy the convenience of pre-defined templates, triggers, and workflows that save significant time and effort.

This efficiency boost enables agents to concentrate on more valuable activities, such as customer engagement and meeting specific needs.

Consistency In Communication 

By implementing automated texting, businesses can achieve consistency and accuracy in their message delivery.

This method of communication provides a standardized approach that ensures the right messages reach the right recipients at the right time.

With the elimination of human error, businesses can communicate important information with complete accuracy and consistency.


As a business grows and its customer base expands, it can become challenging to manually send individual text messages to every recipient.

Automation offers a solution by allowing agents to simultaneously send bulk messages to numerous recipients, ensuring seamless scalability.

This approach ensures that businesses can maintain effective communication with their growing customer base without sacrificing efficiency or quality.

Timely and Proactive Communication 

By automating text messaging, businesses are able to connect with their customers in a more timely and personalized way.

This means that appointment reminders, order updates, and special offers can be sent at the perfect moment for maximum impact.

This results in happier customers and a more efficient operation for the business. So why not use this powerful tool and enhance your customer experience today?

Why is the basic version of Salesforce Digital Engagement limiting?

DE supports bulk messaging through Process Builder for up to 200-300 records only.

DE also helps to trigger automated messages through Process Builder when there is a change in a case stage. For example: When any case is changed from ‘Open’ to ‘Close’.

Further, users can also send bulk messages from List Views and Campaigns Object through Process Builder.

By using advanced automation tools, teams can go beyond the constraints of Process Builder and unlock the true potential of Salesforce as a comprehensive automation platform. We’ll also explore how extending Salesforce’s digital engagement capabilities can provide users with intuitive, point-and-click automation functionalities that simplify complex workflows and enhance efficiency. 

How advanced automation in Salesforce Digital Engagement SMS Helps Sales and Marketing Teams

Digital Engagement Salesforce SMSAllows you to Run Multi-Channel Drip Campaigns 

Are you familiar with multi-channel drip campaigns?

They’re a great way to send a sequence of targeted messages to your prospects or customers over a certain time period over different channels.

Upgrading Salesforce Digital Engagement with advanced automation makes it easy for your team to set up and manage multi-channel drip campaigns.

According to Invesp, 50 % of multichannel marketers consistently meet or exceed their financial targets.

With just a few clicks, you can nurture leads, onboard new customers, and deliver relevant and timely content throughout the customer journey. This can help boost engagement and conversion rates.

Provides You With Point-and-Click COnfigurability for Surveys 

By utilizing Salesforce Digital Engagement, you can elevate your automation to new heights by seamlessly configuring Salesforce surveys and questionnaires with just a few clicks.

This enables your team to promptly acquire significant feedback, gauge customer satisfaction, and make informed decisions to enhance your products, services, and overall customer experience.

This advanced feature is a quick and efficient method of gathering valuable data to improve your business further.

Lets you Configure Chatbots Without Coding

Chatbots are a game-changer when it comes to customer interactions!

They give instant responses and support, making life a whole lot easier for everyone involved. And with Digital Engagement Salesforce, setting up Salesforce chatbots is a breeze – no coding skills are required!

These chatbots can take care of all those frequently asked questions 24/7.

According to Drift, 24/7 availability is the biggest benefit of using chatbots. 

They can suggest products, deliver personalized support, and even bring in human agents if needed.

This incredible automation feature means faster response times, less work for agents, and happy customers all around. 

Supports Automated Bulk Messaging in Salesforce Digital Engagement

Advanced automation for Salesforce Digital Engagement SMS helps sales and marketing teams can save time and reduce errors by automating the process of sending large-scale, personalized messages. Salesforce offers automation capabilities that allow for effortless bulk messaging.

Targeted messaging campaigns with personalized variables like customer names and purchase history can be created with simple point-and-click functionality.

This automation feature ensures efficient and accurate communication, ultimately saving valuable time and resources.

Make the Best out of Salesforce Digital Engagement with Advanced Automation

Sales and marketing teams can significantly enhance their operations and customer experiences with advanced automation in Salesforce Digital Engagement. This powerful technology offers a range of features, such as drip campaigns, surveys, chatbots, and automated bulk messaging, which can help nurture leads, gather feedback, provide instant support, and engage with customers on a large scale. By utilizing automation, teams can eliminate repetitive tasks, customize communications, and streamline their operations. Furthermore, they can optimize their strategies and achieve better results with advanced tracking and analytical capabilities. Embracing these advanced automation tools in Salesforce is critical for thriving in the digital engagement landscape and achieving business success. To learn more about how you can improve your other business operations while using Salesforce Digital Engagement, contact our experts at or click here to contact us.