Overview of Salesforce Flow Builder Types
Heather Davis Lam

Heather Davis Lam

Heather Davis Lam is the Founder & CEO of Revenue Ops LLC, and holds multiple certifications from Salesforce, Salesloft, Hubspot, and other revenue operations platforms.

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Overview of Salesforce Flow Builder

Automation is all the rage, and for good reason. It can save you time and money, unlocking new avenues for growth. With that in mind, Salesforce designed a powerful tool to harness automation. Flow Builder is its name, and it’s a one-stop shop for designing, building, testing, and deploying flows that streamline processes and enhance operational efficiency. So mastering Flow Builder is essential, whether you’re an operations professional optimizing workflows, a technology enthusiast diving into automation, or a business owner seeking improved efficiency. Don’t stress if this sounds overwhelming; we’ve outlined five steps that will put you on the path to being a Salesforce Flow Builder pro!

1. Streamline Your Business Processes

Flow Builder can either make your life easier or much more complicated. When designed and implemented strategically, it will increase operational productivity and overall team bandwidth. However, a careless approach to handling this automation tool can create a level of complexity in your Salesforce system that weighs down efficiency and negatively impacts user experience. To combat this pitfall, start by thoroughly understanding your organization’s existing business processes. Identifying bottlenecks, pain points, and areas where automation can bring the most value is helpful. Also, think about how automation will affect different objects. Your team might even discover ways to combine processes. Clearly defining your objectives and documenting the intricacies of your automation needs will guide you in creating adequate flows that align with your business goals. 

2. Dynamic Record Choices Make Your Life Better

Do you want a system that is flexible and adaptable to changes or a rigid one that demands constant attention and maintenance? If you’re committed to continuous improvement and efficiency, you want to design a robust system that accommodates the changes that each new business process brings. One of the ways Flow Builder offers adaptable automation is through the power of dynamic record choices. Instead of hardcoding record choices, you can use dynamic choices that populate based on specific criteria. This function is convenient when working with scenarios where the data varies based on particular criteria, such as assigning leads according to region, industry, etc. By taking advantage of dynamic record choices, you can free up time to focus on growth!

3. Get Comfortable with Record-Triggered and Screen Flows 

If we think of a Salesforce instance as a movie, the main characters would be the record-triggered and screen flows. They have the power to automate your team’s manual processes and can play an integral part in improving both user and customer experience. 

Record-triggered flows help automate manual tasks. These flows are triggered when a record is created or updated, so this dynamic automation saves users precious hours each week. For example, a record-triggered flow could automatically update related records, send notifications, or initiate follow-up tasks when a lead status changes. Understanding and strategically utilizing record-triggered flows ensures that your automation remains responsive and aligned with real-world scenarios. It is a powerful tool for enhancing business processes.

Well-designed user interaction is crucial to a healthy business process. Users should have a tailored experience built into their current system, with low friction and seamless integration between different technologies. Personalization is a significant endeavor if you’re not using something native to your CRM, but luckily, Salesforce has your back. Screen flows allow your team to easily create and implement interactive, user-friendly experiences. Whether capturing information, making decisions, or displaying relevant data, screen flows enable you to design intuitive interfaces without extensive coding. This practical approach to process optimization will improve productivity while making your team’s responsibilities much more manageable.

4. Master Variables for Dynamic Flow Control

One of the biggest hurdles when learning the Flow Builder tool is the vocabulary. There are a bunch of revenue operations terms that you’re forced to understand before even executing a simple flow. The first term to start with is variable, a container for a single piece of data that can be a number, text, date, or other type. It may sound like a peripheral component, but it plays a pivotal role in storing and manipulating the data any particular flow encounters. Teams can leverage variables to store and reference data throughout the flow and extend it with conditional logic to perform tasks based on varying record values. The flexible nature of variables opens a wealth of automation possibilities.

5. Start Small

When starting with Flow Builder, you might be tempted to tackle complex processes immediately. You’ve heard about how the tool will change your life and are excited to see it in action. While that mentality is admirable, it’s advisable to start small. Begin with a pilot project or a less critical process to familiarize yourself with Flow Builder’s intricacies. This approach allows you to learn and adapt as you refine your flows using real-world activity. An incremental approach ensures that automated flows deliver tangible results without overwhelming the organization, so your team will surely appreciate that.

Make the Most of Salesforce Flow Builder

Salesforce’s Flow Builder is a game-changer, offering a versatile platform to automate and optimize business processes. It can save teams countless hours while improving the user experience. To accomplish this, you need to lay a strong foundation. So, you should:

  • Thoroughly understand your business processes
  • Leverage dynamic record choices
  • Utilize record-triggered and screen flows
  • Master variables
  • Start small

These practical tips will ensure that your automation is built for today and ready for what tomorrow has in store.

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