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.