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It's better in Lightning: Leverage Lightning Flows for more efficient Sales practices, Mihaela Muresan

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There are many advantages to move to Lightning if you haven't already, and one of the most powerful Lightning-only tools is the Cloud Flow Designer, which allows you to create Lightning Flows. A well structured Lightning Flow will do more than automate your processes: it will save time, clicks, and most importantly - it will guide your business users through the Sales process, making sure they always focus on the next most important step they need to take in order to close the deal.

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It's better in Lightning: Leverage Lightning Flows for more efficient Sales practices, Mihaela Muresan

  1. 1. It’s Better In Lightning Leverage Lightning Flows for more efficient Sales practices by Mihaela Muresan
  2. 2. #CD19 Contact ● linkedin.com/mihaelamuresan ● @mihaelamu ● Salesforce Success Community ● vectorial.io About me ● 9x Salesforce Certified ● Working with Salesforce since 2015 ● Lightning Champion ● All-round Flows Enthusiast Currently: Salesforce Specialist at EIGENSONNE
  3. 3. #CD19 ● B2C company ● High volume of Leads to generate a sale ● Sales team about to scale ● Many clicks ● Several related records needed (tasks, events, Chatter) ● Many steps ● 15-25 min to process a Lead Basic Sales Process: 1. Launch New Lead 2. Find and fill in required* fields 3. Find and fill in additional information 4. Save Lead 5. Navigate to New Task 6. Fill in required* fields 7. Save Task 8. Navigate to New Event 9. Fill in required* fields 10. Save Event 11. Click on Send Email 12. Search for template 13. Insert template 14. Make amends to template 15. Press Send. The Challenge
  4. 4. #CD19 ➢ Visual Debugging Interface! ➢ Connect processes running on the SF Platform to any other platform / system through External Services, Platform Events, and Local Actions ➢ Flow interviews bulkify actions for you automatically ➢ Flow Templates ➢ Documentation galore Solution: Lightning Flows
  5. 5. #CD19 Screen Flows with the Lightning Flow Builder
  6. 6. #CD19 The Works
  7. 7. #CD19
  8. 8. #CD19
  9. 9. #CD19 Standard Process 1. Launch New Lead 2. Find and fill in required* fields 3. Find and fill in additional information 4. Save Lead 5. Navigate to New Task 6. Fill in required* fields 7. Save Task 8. Navigate to New Event 9. Fill in required* fields 10. Save Event 11. Click on Send Email 12. Search for template 13. Insert template 14. Make amends to template 15. Press Send. Lightning Flow 1. Launch from anywhere 2. Creates Lead 3. Creates follow up reminder Task and/or Event 4. Sends a confirmation email Comparison
  10. 10. #CD19 ➢ 4 times more leads processed per sales rep, per day ➢ More transparency and better internal communication ➢ Better overall adoption ➢ Better data quality ➢ Easier, contextual training and onboarding for new salespeople ➢ Total call and data entry time: 5-10 minutes Results
  11. 11. #CD19 Remarks ➢ Benefits of flow: all departments Resources ➢ Flow Design Principles ➢ Intro to Flow - Trailhead Mix ➢ Flow Unofficial ➢ Pluralsight ➢ App Exchange: Flow Templates (“Flow Solutions”) Flow Resources
  12. 12. #CD19
  13. 13. Thank you!

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