Salesforce Flow automation
The next step happens on its own.
Salesforce Flow for approvals, handoffs and reminders nobody has to chase.
What is Salesforce Flow?
Salesforce's built-in tool for automating steps like approvals, updates and reminders without code.
- Listen
- Map
- Build in steps
- Look after it
Follow one approval, before and after
Before: a request sits in someone's inbox until they're asked twice. After: it's routed, reminded and recorded, and everyone sees where it stands.
What we automate
Approvals · handoffs between teams · reminders and follow-ups · record updates · welcome and renewal emails.
Moving off old automation
Details to follow.
Not the right fit
Steps that need a fresh human decision every time. We'll automate around them, not through them.
Common questions
Short answers. Ask us anything else on a call.
What is Salesforce Flow?
Salesforce's built-in tool for automating steps like approvals, updates and reminders without code.
Should we move from Process Builder to Flow?
Yes. Salesforce is retiring older automation tools in favour of Flow.
Can Flow break things?
It can if untested. We build in a sandbox and test every path first.
How much does it cost?
Details to follow.
Next step
Tell us which approval you're tired of chasing
Tell us in a few lines, through the form or by email. A person reads every message.
Next: AI automation