AD Feature Highlight - FLOWS

Is your CRM a member of the team?

AgentDealer, built on the Salesforce? platform, leverages automation workflows to help you better manage your business processes.?

Automated workflows can take over some annoying busy work that slows you down. Workflows allow you to concentrate on getting more done and create more time to find and close more deals!

At AgentDealer, one of the tools we utilize is the Salesforce Flow Builder for automating business processes. It is a visual interface that allows us to build and customize automation flows without writing code.

Flow Builder provides a drag-and-drop interface to create workflows that automate tasks, collect information, and interact with data. It allows us to build custom screens, logic, and actions triggered based on your team's interactions or record changes.

With Flow Builder, we can automate tasks like sending emails, updating records, and creating jobs or events. We can also create complex business processes that involve multiple steps and decisions.

Some key features of Flow Builder include:

1. Visual design interface: Flow Builder has an intuitive interface that allows us to drag and drop elements to create your flow.
2. Conditional logic: We can add conditional logic to your flows to handle complex decision-making processes.
3. Integration with AgentDealer data: Flow Builder allows us to integrate with your data to create custom actions, update records, and retrieve data.
4. Reusable elements: We can create reusable components, such as sub-flows, screens, and variables, to make your flows more efficient and flexible.

Salesforce Flow Builder is a powerful tool for automating business processes, improving productivity, and enhancing customer experiences.

Add automated workflows to your team, and you will get back the one thing everyone needs more time. Time to find and close more deals.

If you are already using AgentDealer and want to know more about what "Flows" can do for your team, contact your account manager to set up a quick meeting. If you are not yet using AgentDealer, visit our website and schedule your demo today to learn more about "Flows" and all the other things AgentDealer can do to help you grow your business.