Swantide Launches Workflow Builder and Private Workflow Libraries

Taylor Lint

January 30, 2025
you notice your sales data is out of date
you feel like you lack clarity on current pipeline
you want to see reports on booked and forecasted revenue but can’t
you missed an important action item for a potential customer
you expanded your sales team and it’s hard to see who owns what account
you’re seeing duplicates in the data
What does “CRM set up” mean/involve?
When is the best time to set up your CRM and why?
What are the costs if you wait?
What are the benefits if you move quickly?
How do most companies implement their CRM?
Should you get Salesforce or another CRM?

Swantide’s mission has always been to streamline Salesforce management while reducing implementation costs and timelines.

At the heart of Swantide’s product is our Workflow Library—a collection of pre-built automations, dashboards, and features that automate implementation of Salesforce. Each workflow is developed, tested, and published by Swantide’s internal Salesforce team, with new workflows added weekly thanks to proprietary tools we’ve built to bundle, customize, test, and deploy them at scale.

Today, I’m excited to share that Swantide customers can now create and publish their own workflows through Private Workflow Libraries using our new, customer-facing Workflow Builder tool. This powerful feature lets teams bundle metadata from existing Salesforce instances and turn it into reusable, customizable assets for future customers.

For SIs and Salesforce partners, this functionality delivers on the long-standing promises of legacy accelerators—now with unmatched customization and scalability.

Over the past few months, we’ve worked closely with SIs and ISVs to help them build private workflow libraries. The results are already making an impact: Our partner Veruna reduced their release deployment time by over 50% using their custom Swantide Workflows. Together, we're enabling them to support complex customizations more efficiently while maintaining the premium quality their customers expect.

We’re building more features for SIs, ISVs, and companies of every size and technical ability, so keep an eye out for more updates from Swantide this spring or book a demo now to chat with our team!