Most of the repetitive work in Salesforce can be automated with Flow, Salesforce's declarative automation tool.
Most of the repetitive work in Salesforce can be automated with Flow, Salesforce's declarative automation tool. System Strats builds flows that handle record updates, approvals, notifications, multi-step processes, and guided screen experiences, replacing manual steps that eat up your team's time.
Record-triggered flows for updates, routing, and notifications
Screen flows for guided data entry and multi-step processes
Approval processes for quotes, discounts, and other sign-offs
Cleanup of legacy Process Builder and Workflow Rules
We talk to reps, managers, and admins to understand how the current setup supports or obstructs the real sales and service process.
We design a simpler, cleaner configuration: objects, fields, automations, and reports that match how the business actually runs.
We configure or rebuild the org, migrate data, and test with real users before cutover. We phase the work so there is always visible progress.
We train users in their roles, track adoption, and stay involved for follow-up tweaks as the team bumps into edge cases.
We are not a Salesforce-only shop, which means we see Salesforce as one part of a larger business system. That broader view helps us build configurations and integrations that actually work with the rest of your stack, rather than treating every problem as a Salesforce-shaped nail.
Common questions about Salesforce Flows & Automation, and how System Strats can help.
Flow first, Apex when Flow cannot do the job. Flow is faster to build, easier to maintain, and more accessible to admins. We use Apex for complex business logic, integrations, or performance-sensitive automations where Flow has real limitations.
Salesforce is retiring Process Builder and Workflow Rules. We migrate existing automations to Flow during cleanup projects and build new automations in Flow from day one.
Yes, easily. Too many overlapping automations create hard-to-debug behavior. We audit existing flows and rebuild them with a clear naming convention, documentation, and a pattern that new admins can follow.
Yes. Screen flows are one of the best tools for training new reps and reducing data quality issues. We build them for lead creation, opportunity updates, case intake, and other high-touch processes.
Tell us about your project and we'll get back to you within 24 hours.