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It’s Better In Lightning
Leverage Lightning Flows for more
efficient Sales practices
by Mihaela Muresan
#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
#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
#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
#CD19
Screen Flows with the Lightning Flow Builder
#CD19
The Works
#CD19
#CD19
#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
#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
#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
#CD19
Thank you!

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

  • 1. It’s Better In Lightning Leverage Lightning Flows for more efficient Sales practices by Mihaela Muresan
  • 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. #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. #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. #CD19 Screen Flows with the Lightning Flow Builder
  • 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. #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. #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. #CD19

Editor's Notes

  1. > Create guided, visual processes > Full control of the user experience > Can be embedded anywhere
  2. technology designed with the user’s benefit in mind, not just the user’s manager Follows the Sales Agent’s natural flow when talking to a customer Prioritises info we need Reduces the number of clicks; overall faster