WT19: 5 Game-Changing Flow Solutions to Level Up Your Org
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This document discusses 5 game-changing Flow solutions from Salesforce Labs to automate business processes and level up organizations. It introduces templates on AppExchange that provide starting points to accelerate the development of automated workflows. Templates address common challenges in areas like task management, change communication, consent tracking, and auditing. Customizing templates allows automation of additional processes tailored to specific industry needs.
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WT19: 5 Game-Changing Flow Solutions to Level Up Your Org
- 1. 5 Game-Changing Flow Solutions to Level Up Your Org Sharon Klardie Sr. Manager Salesforce Labs @sklardie @Salesforce_Labs
- 2. Forward Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non- operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
- 4. What We’re Talking About Today Q & A Overview of Flow & Salesforce Labs How to Get Started 5 Game Changing Flow Solutions
- 5. And, often leads to backlogs of automation requests Building Processes Into a Seamless Interaction Is Difficult Design process logic Create user experience CODE Integrate disparate systems CODE
- 6. Unleash Productivity with Lightning Flow Design with point-and-click builders Build complex workflows with visual elements and reusable building blocks Automate across connected systems Bring disparate systems and data sources together in a seamless workflow Embed visual workflows everywhere Enhance user experience and business agility with guided interactions Build seamless interactions with automated workflows + Pre-built solutions in the AppExchange
- 7. Introducing Flow Templates Jumpstart automation development Eliminate blank canvas anxiety and start with a base to accelerate development Access industry best practices Learn from industry subject matter experts and explore how the templates are built Tailor to specific business needs Customize pre-built processes to match the exact business use case Accelerate automation with pre-built business processes Partner and Labs templates on AppExchange
- 8. AppExchange is the Hub of the Salesforce Ecosystem Ready-to-install solutions Find apps, components, Bolt solutions, Lightning data, and Flow solutions Solutions across every industry and department Introducing new solutions for Commerce, Sales, Service and Marketing Intelligent recommendations Discover solutions to solve business challenges on the “Recommended For You” page Certified expertise Find consultants for expertise that fits your business needs The world’s leading enterprise cloud marketplace installs 7M+
- 9. Solve common business challenges Sales, Service, Marketing, IT & Admin, Collaboration, and Finance Customizable to meet your needs Open source solutions, Lightning ready Explore what’s new from Salesforce Labs for Lightning Web Components, Einstein, Chatbots, Flows, and more Free solutions built by Salesforce employees Get Started Fast with Salesforce Labs new Labs solutions 65+
- 10. Mass Reassign Open Task Activities Use this template to… Let users with the appropriate permissions mass reassign tasks
- 12. Mass Reassign Open Task Activities Make It Your Own! Reassign other objects Route to multiple users Embed with sales tools
- 13. Campaign Member Management Use this template to… Update multiple campaign members’ statuses on the fly.
- 14. Change Management at Login Use this template to… Customize the login experience Notify your whole user base about upcoming changes
- 15. Use this template to… Track consent retention, expirations and opt-outs Do so from the same place you manage that customer’s other details Consent Capture
- 16. Digital Store Audit Use this template to… Manage freeform audits for stores across your franchise.
- 18. Digital Store Audit Make It Your Own Make It Your Own! Configure audit config for: Warehouses Book stores Restaurants
- 19. Continue Exploring AppExchange Solutions Explore Flow TrailsExplore Lab Solutions https://sfdc.co/salesforcelabs @Salesforce_Labs http://bit.lyFlowTrailMixhttps//bit.ly/AppXSolitions