What should be done to automate routine activities for a nonprofit using Salesforce?

Utilizing Lightning Flow for process automation is an effective way to automate routine activities for a nonprofit using Salesforce. Lightning Flow allows organizations to create workflows that can automate complex business processes, streamline data entry, and guide users through processes with ease. This tool is specifically designed to enhance operational efficiency without requiring extensive coding knowledge, making it accessible for nonprofit staff who may not have a technical background.

By leveraging Lightning Flow, nonprofits can automate repetitive tasks such as sending notifications, updating records, or managing approvals, which frees up staff time to focus on more strategic initiatives. Automation through Lightning Flow can lead to improved data accuracy and consistency while ensuring that routine activities are handled efficiently. This results in a significant boost in productivity and allows nonprofits to better serve their missions.

The other options, while potentially helpful in different contexts, do not directly address the specific need for automation in the same way that Lightning Flow does. AI tools might help enhance processes, but they may not offer the straightforward automation capabilities found in Lightning Flow. Training sessions can improve manual processes but do not automate them, and engaging external consultants may provide valuable expertise but often comes with additional costs and may not be a sustainable solution for ongoing automation needs.