Salesforce Flow (Credit image/Pixabay/Gerd Altmann)Salesforce has made new innovations in Salesforce Flow its suite of automation technologies. The company says the innovations will help customers quickly automate any complex business process on the Salesforce Customer 360 Platform. Built on it’s low-code platform, Flow delivers business value fast by empowering people, simplifying processes, and integrating systems.

With Flow, service agents can now automatically route work across global teams and digital channels to deliver more personalised service for high-value clients. Wealth managers can focus 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. Supply chain managers can unify data and integrate disparate legacy systems to streamline order fulfilment and vendor management.

(credit image/LinkedIn/Patrick Stokes)
Patrick Stokes, EVP and GM of Salesforce Platform

“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,” said Patrick Stokes, EVP and GM of Salesforce Platform. “This is automation on one unified CRM platform. New features for Flow provide users the ability to trigger flows from analytics dashboards. They can use low code to easily integrate with any system. Interact with flows directly within Slack, where people spend most of their time. It’s more than just automation — it’s automagic,” says Stokes.

Delivering automation at massive scale

With Salesforce Flow, customers can automate a broad range of business processes. Flows collect data and then act on it. The solutions help customers work smarter, not harder, and save time by handling complex business processes using clicks, not code.

In March 2022, Salesforce ran 1.3 trillion automations on the Salesforce Platform, which amounts to $2.19 trillion in customer business value. That’s 1.3 trillion times someone did not have to write an email, set a notification, change a status field, or manually duplicate data.

The company says Salesforce customers saved 109 billion hours of work by automating processes in  March 2022. Salesforce customers run 44 billion workflows and processes daily.

More than 900 out-of-the-box workflows, bots, and RPA solutions from partners like Chargent, GetFeedback, and 7Summits will be available via the Salesforce AppExchange for use across clouds and industries.

What’s new with Salesforce Flow

Salesforce is continuing its investment in Flow by launching new capabilities that make it easier to get work done. At the same time seamlessly delivering experiences that engage customers. Flows collect data and then act on it. Helping people work smarter, not harder, and saving time by handling complex business processes without requiring extensive development work.

Empowered people

New Flow in Slack combines Slack’s collaboration capabilities with Salesforce low-code automation tools. This supports business processes built-in Flow right inside of Slack, where work and collaboration are already taking place.

New Flow Actions also enable customers to launch workflows in Salesforce Flow directly from a Tableau dashboard. Customers can turn insights into actions and eliminate problems that arise from switching between multiple applications to get work done. In addition, Flow Orchestration uses automation to simplify multi-step and multi-user processes.

Seamless systems: New Flow Integration enables admins and developers to integrate data from the system with clicks and invoke processes in any flow. In addition, Flow RPA leverages robotic process automation technology from MuleSoft – natively integrated with Salesforce Flow. To bring in data or take action from any legacy system. Making end-to-end automation of every step in a workflow possible.

Flow now includes low-code testing functionality that allows admins and developers to build automated testing across their Flows without code. Customers can now also see a single view of all their triggered automations across systems for version control.

Customers innovate and thrive with automation

In every industry, Salesforce customers, including Vonage, RBC Wealth Management, and ENGIE, are embracing automation to improve their workflows and drive value for their businesses:

Salesforce is always looking for ways to enhance productivity and efficiency,” said Savinay Berry, Executive VP, Product and Engineering, Vonage. “Salesforce’s solutions have helped us to automate workflows that allow our teams to collaborate more easily. Furthermore, drive value for customers, and fuel our international expansion.”

Enterprise Times: What this means for business.

Companies face uncertain economic times with inflation, supply chain disruptions, and skills shortages. Enterprises constantly have to look at reducing costs and working more effectively. Automation can help businesses replace tedious, manual tasks with automated processes to accelerate productivity, providing better customer experiences, at scale. Salesforce’s research suggests 91% of organisations say they need solutions that automate processes so they can do more with less. 77% of workers say automation has provided them with the time to deepen relationships with customers and stakeholders.

Therefore Salesforce’s product announcement on its Flow suite of automation technologies is not a big surprise. It is the next logical step. The company says it enables companies to build workflows on the Salesforce Platform that automate across Slack, MuleSoft, and Tableau. Easily connecting systems and business processes on one CRM platform. Salesforce points to a number of customers automating mundane and repetitive processes. As a result, freeing up time to create technology that differentiates their business.


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