Low Code Assessment for Salesforce

Extend Salesforce with Microsoft Power Platform and Copilot.

Organizations using Salesforce can unlock new productivity and automation opportunities by extending their CRM with Microsoft Power Platform and Microsoft Copilot. This two-hour engagement helps you identify inefficiencies in your existing Salesforce environment and apply low-code and AI capabilities to streamline processes, improve visibility, and enhance collaboration.

Through our Low Code Needs Assessment for Salesforce, TrellisPoint works with your team to assess current workflows, identify integration and automation opportunities, and visualize solutions using Power Apps, Power Automate, Power BI, and Copilot. You’ll leave with a clear, actionable plan for how Microsoft technologies can help Salesforce better support your business goals.

What Will You Learn?

Explore how low-code, automation, and AI can enhance productivity across Salesforce-driven processes, including:

• Using Power Automate to create automated workflows that synchronize data between Salesforce and other business applications
• Building Power Apps to automate routine tasks such as lead management, follow-ups, and reporting
• Leveraging Power BI to deliver interactive dashboards and real-time insights into sales performance and customer behavior
• Integrating Salesforce with Microsoft Teams to enable seamless collaboration across departments
• Applying Microsoft Copilot to analyze historical sales data and surface AI-driven insights and trends

Who Should Attend?

• Business decision-makers, executive sponsors, managers, and low-code champions or super users

What Happens After?

• A scoped recommendation or proposal for a Power Platform–based solution, integration, or implementation, including success metrics

About TrellisPoint
TrellisPoint is a strategic growth consulting firm specializing in Microsoft technologies including Dynamics 365, Power Platform, Azure AI, and Copilot. We help organizations extend and modernize existing systems, streamline business processes, and turn technology investments into competitive advantage through our proven TrellisPoint Success Framework.