Tip of the Week – Power Up Your Business with Salesforce Flows
Automation is one of the best ways to power up your business and improve your team’s everyday routines and tasks. Data can be auto-populated, pages auto-generated or records auto-updated. But what do you do if you have no coding experience and a limited development budget? Salesforce Flows!
A flow is an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. Flows operate in a number of ways. They can require user actions, such as a wizard or guided UI, or they can be set up to run on their own in the background. Either way, using Salesforce Flows is a great way for any admin to create streamlined processes without any coding. Ready to get started? The folks over at Salesforce Ben have put together a great intro article to get you started with creating your own flows.
Read “An Introduction to Salesforce Flows”
-Ryan and the CloudMyBiz team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.