How Salesforce Uses Process Street to Standardize and Automate Global Client Onboarding

By: GoBeyond Team

July 3, 2025

3 min read

Salesforce Process Street onboarding checklist dashboard

Quick Overview

Salesforce standardized and automated its global client onboarding using Process Street’s workflow platform and the Datorama Use Case Kit (DUCK) checklist. This enabled tailored onboarding experiences, seamless knowledge sharing, error reduction, and real-time progress tracking integrated directly into Salesforce, creating a single source of truth.

Salesforce

Company Size

49,000+ employees

Revenue Range

$35B+ annual revenue

Primary Challenge

Scaling personalized client onboarding globally while maintaining consistency and reducing errors

Key Metrics

\- Global onboarding at scale\- Fewer errors and improved accuracy\- Enhanced teamwork and communication\- Faster onboarding process\- Centralized task tracking and knowledge sharing

The Problem

Scaling onboarding across diverse clients and regions without losing quality or consistency

The Solution

Implemented Process Street with customizable DUCK checklists, integrated with Salesforce to automate documentation and track onboarding activities

Results

\- Smooth, consistent onboarding worldwide\- Improved client support and experience\- Reduced onboarding errors\- Enhanced team collaboration and process adaptability