CRM

Salesforce Expands Flow Automation Suite

Salesforce

Flow enables companies to build workflows on the Salesforce Platform that automate across Slack, MuleSoft, and Tableau, connecting systems and business processes on one CRM platform

Customers like Vonage, RBC Wealth Management, and ENGIE are automating mundane and repetitive processes, freeing up time to create technology that differentiates their business

Today at TrailblazerDX, Salesforce (NYSE: CRM), the global leader in CRM, announced new innovations in Salesforce Flow, the complete suite of automation technologies, to help customers quickly automate any complex business process on the Salesforce Customer 360 Platform. Built on Salesforce’s low-code platform, Flow delivers business value fast by empowering people, simplifying processes, and integrating systems.

As companies face uncertain economic times with inflation, supply chain disruptions, and labor shortages, automation helps them replace tedious, manual tasks with automated processes to accelerate productivity, and provide better customer experiences, at scale. In fact, 91% of organizations say they need solutions that automate processes so they can do more with less, and 77% of workers say automation has provided them with the time to deepen relationships with customers and stakeholders.

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

“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, use low-code to easily integrate with any system, and interact with flows directly within Slack, where people spend most of their time. It’s more than just automation — it’s automagic.”

Salesforce Flow: Delivering automation at massive scale

With Salesforce Flow, customers can automate a broad range of business processes. Flows collect data then act on it, helping customers work smarter, not harder, and saving 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.

–  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, while 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 the power of Salesforce low-code automation tools to invoke rich business processes built in Flow right inside of Slack, where work and collaboration is already taking place.
  • Delightful processes: New Flow Actions enable customers to launch workflows in Salesforce Flow directly from a Tableau dashboard, enabling them to go from insights to 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 any system with clicks, and invoke processes in any flow. In addition, Flow RPA leverages robotic process automation technology from MuleSoft – natively integrated in 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.

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

“As a global leader in business cloud communications, we are always looking for ways to enhance productivity and efficiency,” said Savinay Berry, Executive Vice President, Product and Engineering, Vonage. “Salesforce’s solutions have helped us to automate workflows that allow our teams to collaborate more easily, drive value for customers, and fuel our international expansion.”

Additional information.

  • Learn more about how automation is helping organizations drive efficiency here.
  • Learn more about Salesforce Flow here.
  • Learn more about how Salesforce Platform enables organizations to innovate fast, scale with confidence, and empower everyone to succeed here.
  • Learn more about how developers can design, implement, and deploy APIs and integrations from a single environment with MuleSoft Anypoint Code Builder, a new integrated development environment (IDE).
  • *Flow Integration is built into Flow and is powered by MuleSoft Composer, and Flow RPA is powered by MuleSoft RPA.

Pricing and availability

  • Flow in Slack is expected to be available in beta in June 2022, and generally available in October 2022.
  • Flow Orchestration is currently available. Flow RPA is expected to be generally available in the second half of 2022.
  • Flow Integration is generally available. The integration into Flow Builder will be available in the second half of 2022.

**Multiply the assumed human capital needed to execute a typical process by the total number of processes automated in March 2022. The calculation assumes $20/hr, and 5 minutes of time saved. Money saved = # processes * (assumed money saved/process = $20/hr*5min/process or $1.67/process) = 1,311,913,101,975 processes*$1.67/process = $2.1908949e+12.

***Time and hours-saved calculations are based on the number of processes automated in March 2022, multiplying the assumed time (5 minutes) and cost ($20/hr) to complete a typical business process. Hours saved = # processes * (estimated avg time saved/process = 5 min) = 1,311,913,101,975 *5 min =  109,326,091,831 hours.

For more such updates and perspectives around Digital Innovation, IoT, Data Infrastructure, AI & Cybersecurity, go to AI-Techpark.com.

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