Do you know that Salesforce now gives you the ability to take automation procedures to a whole new level with the help of Salesforce Flows! Flow launched by Salesforce is a ground-breaking device that enables you to mechanize forms by controlling your clients through screens to collate and refresh information. Have a call script that your clients experience to help investigate client calls? Need to make it super simple for deals reps to enter in another record? Make flows to computerize these procedures!
Let us give you a walk through the basics of Salesforce flow. The blog has been divided into the following sections –
Flow is a very recent and marvelous business automation tool that can control information in Salesforce in an assortment of ways. Such an application can be made ideal from the organization’s setup with simply drag-drop/point-click. The simplicity of making flows makes it the main go-to apparatus with regards to complex business prerequisites. It isn’t just simple to make, yet in addition, it doesn’t require any coding also. Be careful! That does not mean you don’t have to realize the Salesforce stage’s object relationships and an overall understanding of how Salesforce runs. You must have (at any rate) mid-level comprehension of SFDC and its highlights to altogether appropriately use flows.
Initially, let us see how a flow is made and how it flows. Flows can be made from Setup, enter Flows in the Quick Find box, at that point select Flows, and after that click New Flow. We will utilize one of my not really complex flows for instance:
This screenshot has been taken from the website of Salesforce Ben just to elucidate the process.
This flow is running from a custom tab present on the case page layout. More or less, it enables the client to powerfully pick account record and turns upward (out of sight) the contact object if contact record with info email exists. In the event that contact record exists it feels free to refreshes the case with right contact records, else, it makes a contact and relates it to the case.
There are 3 primary “building blocks” of the flow, as can be seen in the screenshot given above:
On the left half of the Flow Designer, we get 3 tabs: Palette; Resources; Explorer.
There are three primary aspects of a Flow creation process in Salesforce, they are-
Let’s take a look at the top five things to do with Flow.
Complex sales procedures or ones that require a specialist to stroll through a progression of inquiries are customized for Flow. Utilizing Flow to set up screens, fields, and decisions will guarantee that our clients are entering information in a guided configuration and that you’re catching the pertinent data.
Sales aren’t the main division that can profit by Flow. We can use it in our Service Centers also. The Flow is incredible for call scripting where a specialist needs to stroll through a progression of inquiries and replies with the end goal to catch the required information. On the off chance that your organization uses call campaigns and call down records, Flow will be your closest companion.
By inserting a visual work process in an open Salesforce webpage, you can use Flow as a robust engine for your web-to-lead or web-to-case request by really referencing your Salesforce information on the fly.
Frequently, with complex business procedures and administration methods, numerous records must be refreshed with the end goal to keep several departments educated about client movement. A few precedents of that incorporate, making a case and action, refreshing record and contact records, and giving responses to cases. With Flow, we present a solitary screen to the operator and—in view of their activities— are able to refresh various records.
By using Flow and authorizing clients to enter particular data, minor changes to business procedures can be taken off with insignificant acclimations to training. Presently, client guides, recordings, and so on would all be able to reference prompts that the client should pursue to guarantee correct data entry. This decreases the overall training time and expands the speed of onboarding new clients.
Time is money and Flow is the tool that can help you save that time by automating everyday tasks properly. All you have to do is to understand its working and set the necessary commands to let it take over the manual processes that you want to get rid of.
Download & Learn from Our Whitepapers
Stop, read and acquire deep insights into complex issues
Write a Comment