Salesforce Flow & Automation

Manual handoffs, duplicate data entry and confusing approvals can slow a team down. Salesforce Flow can remove repetitive steps and give users a clearer path through their work when it is designed around the process first.

Practical automation

• Record-triggered Flows that update related information and keep processes moving.
• Screen Flows that guide users through tasks and capture the right details.
• Approvals, reminders and handoffs that help the right person act at the right time.
• Reviews of existing Flows that are difficult to maintain or cause recurring errors.

Start with the outcome

I’ll map what happens today, where users get stuck and what should happen automatically. Then I’ll build, test and explain the agreed change. If a requirement needs more than Flow can sensibly provide, we can discuss an Apex or Lightning Web Component solution.

Tell me which task takes too long or causes mistakes, and I’ll help you work out where automation would make a difference.