Einstein Automate: Salesforce Flow

Build process automation into the DNA of your business.

Our end-to-end workflow solution, Einstein Automate includes a low-code tool for building, managing, and running automated processes: Salesforce Flow. Now you can turn complicated business processes into seamless workflows.
 
 
 

Create seamless experiences with point-and-click builders.

 

Design business processes with clicks.

At the core of Salesforce Flow is the point-and-click Flow Builder that makes it easy to build complex processes. Build enterprise-scale automation with automated triggers, reusable building blocks, and prebuilt solutions.

Automate across connected systems.

Salesforce Flow makes it easy to connect to data sources inside and outside of your Salesforce org by subscribing and publishing platform events, configuring open API connections via External Service, and leveraging powerful MuleSoft APIs and Apex classes.

Embed guided workflows everywhere.

Companies can enhance the customer experience and increase employee productivity with guided, automated interactions that can be embedded everywhere, whether on a desktop, mobile device, customer community, or external website.
 

Build self-service communities and guided forms.

 
Salesforce Flow makes it easy to build visual experiences to collect user input and take action using out-of-the-box screen components. Create experiences such as self-service wizards to update a customer’s address or fill out an online application. Check out the Salesforce Flow Playbook to see how to get started.
 

Customer Success Spotlight

 

John Hancock is a Trailblazer.

We were able to increase our agent productivity by automating some of their key workflows using point-and-click tools.”

Jennifer Lee, Lead Solution Designer
 

With Salesforce, we’ve automated the dispute process, saving our associates both time and energy.”

Thomas Hobbs, Director of Enterprise CRM

Salesforce Flow helped us cut down a tedious financial process, making time to completion three times faster.”

Marshall King, SVP, IT Solutions, JLL

Lightning is the ultimate package for our organization. It’s really the end game for us.”

Jenny Fisher, Director of Sales Technology
 

How to get started.

Complete our "Automate Your Business Process with Salesforce Flow" trail today to see how easy it is to automate workflows.
 
 

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