Salesforce Admins and Developers have a myriad of tools at their disposal—from APIs and Apex code, to workflow rules and page layouts. But with Flow, that toolbox just got exponentially bigger. With Flow, we open up the power of the platform to the declarative developer, and the best part about Flow is that it doesn’t require you knowing any code. Let’s take a look at the top five things to do with Flow.
1. Guided Selling
Complex sales processes or ones that require an agent to walk through a series of questions are tailor-made for Flow. Using Flow to set up screens, fields, and choices will ensure that our users are entering data in a guided format and that you're capturing the relevant information. For more on building a simple Flow using Salesforce visual workflow, click here.
2. Call Scripting
Sales isn’t the only department that can benefit from Flow. We can utilize it in our Service Centers as well. Flow is great for call scripting where an agent needs to walk through a series of questions and answers in order to capture the needed data. If your company utilizes call campaigns and call down lists, Flow will be your best friend. To watch a demo of call scripting using Flow, click here.
3. Web-to-Lead or Case Enhancements
By embedding a visual workflow in a public Salesforce site, you can utilize Flow as a robust engine for your web-to-lead or web-to-case inquiries by actually referencing your Salesforce data on the fly.
4. Perform Multiple Updates from a Single Screen
Often, with complex business processes and service procedures, multiple records must be updated in order to keep several departments informed about customer activity. Some examples of that include creating a case and activity, updating account and contact records, and providing answers to cases. With Flow, we present a single screen to the agent and—based on their actions—update multiple records. To see the power of Flow execute multiple records, click here.
5. Reduce Training
By utilizing Flow and enforcing users to enter specific information, minor changes to business processes can be rolled out with minimal adjustments to training. Now user guides, videos, etc. can all reference prompts the user should follow to ensure correct data entry. This reduces training time and increases the speed of onboarding new customers.
Flow is a powerful tool that can automate any repetitive task or process. With Flow, you can collect, update, edit, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. The best part is that you can do all of this without using any code!