If your reps make the same clicks on every record, Salesforce can probably make them instead.
Your reps and admins update the same fields, chase the same approvals and send the same notices by hand. Most of that repetitive work can be automated with Flow, the tool Salesforce provides for building automation without code.
We build flows that handle record updates, approvals, notifications and multi-step processes. We also build guided screens that walk people through data entry, so those manual steps stop eating your team’s time.
Record-triggered flows for updates, routing and notifications
Screen flows that guide people through data entry and multi-step processes
Approval processes for quotes, discounts and other sign-offs
Legacy Process Builder and Workflow Rules cleaned up
We review existing flows, Process Builders and Workflow Rules to see what overlaps and what nobody can explain.
We default to Flow and save Apex code for logic Flow can’t handle.
We build each automation with a clear naming convention, documentation and a pattern new admins can follow.
We move older Process Builder and Workflow Rule logic into Flow, then test it with your users.
Flow first, Apex when Flow can’t do the job. Flow is faster to build, easier to maintain and easier for admins to work with. We use Apex for complex business logic, integrations or performance-sensitive automations where Flow has real limits.
Both are legacy tools, and Salesforce is steering automation toward Flow. We move existing automations to Flow during cleanup projects and build new automations in Flow from day one.
Yes, easily. Too many overlapping automations create behavior that’s hard to debug. We audit existing flows and rebuild them with a clear naming convention, documentation and a pattern new admins can follow.
Yes. Screen flows are one of the best tools for training new reps and cutting data quality issues. We build them for lead creation, opportunity updates, case intake and other high-touch processes.
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