Automate Everything: Mastering Salesforce Flows

Abstract

This work proposes the quantitative measures of Salesforce automation effect of three key CRM operations, which are quote approvals, rebate approvals, and customer course approvals. Findings obtained on a baseline of 90 days and a post-deployment of 90 days indicate that there have been significant changes in regard to the speed of the processes, their accuracy, and decrease in the number of man-hours performed manually. Flow Builder, Dynamic Forms, and Invocable Methods Apex along with each other helped to lessen the time of operation of the processes, reduce errors, and reduce the rate of rework of the thousands of transactions. The results affirm that the use of low-code automation allows generating quantifiable returns on performance and consistency. The evidence indicates that Salesforce Flows are very effective in enhancing reliability and efficiency in CRM business at the enterprise level.