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Choosing Happiness

SFDC Expands Flow Automation Suite!


Salesforce announced new innovations in Salesforce Flow, the complete suite of automation technologies, to help customers quickly automate any complex business process on the Salesforce Customer 360 Platform. Built on Salesforce’s low-code platform, Flow delivers business value fast by empowering people, simplifying processes, and integrating systems.

As companies face uncertain economic times with inflation, supply chain disruptions, and labor shortages, automation helps them replace tedious, manual tasks with automated processes to accelerate productivity, and provide better customer experiences, at scale. In fact, 91% of organizations say they need solutions that automate processes so they can do more with less, and 77% of workers say automation has provided them with the time to deepen relationships with customers and stakeholders.

With Flow, service agents can now automatically route work across global teams and digital channels to deliver more personalized service for high value clients. Wealth managers can focus more on client outcomes by automating repetitive data entry and streamlining data-heavy processes like cash and stock reconciliation. Healthcare providers can improve the patient experience by automating referral processes and billing management to get patients the care they need fast. And supply chain managers can unify data and integrate disparate legacy systems to streamline order fulfillment and vendor management.

Our customers save 109 billion hours every month using Salesforce Flow to automate manual processes in their businesses. This frees up time for employees to focus on higher value work. This is automation on one unified CRM platform. New features for Flow provide users the ability to trigger flows from analytics dashboards, use low code to easily integrate with any system, and interact with flows directly within Slack, where people spend most of their time. It’s more than just automation, it's automagic.

While a CDP doesn’t replace the need for a CRM application for a sales team, it does play a more strategic role by enabling organizations to engage customers in a much more consistent fashion. Engagements that occur across social media networks and mobile applications can be more easily personalized, monitored, and analyzed. IT vendors, from makers of marketing automation platforms to providers of enterprise resource planning (ERP) applications, are all vying to become providers of the CDP any organization standardizes on.

IdeaHelix is a Salesforce Certified Silver Partner and a vlocity partner with Certified Vlocity Technical Architects. Reach out to us for more details by following us on (Facebook) or send us a note or at