Here are 20 real-time scenarios for Salesforce flows:
- Lead Qualification Flow:The user enters lead details. Flow assesses lead criteria. If the criteria are met, the lead is qualified; if not, it's disqualified.
- Opportunity Approval Flow:The user submits an opportunity for approval. Flow routes the opportunity through the approval process. Approvers receive notifications in real time.
- Case Escalation Flow:The case is logged with certain criteria. Flow evaluates case details. If criteria trigger, the case is escalated to the higher support level.
- Quote Generation Flow:The user enters opportunity details. Flow generates a quote based on predefined criteria.
- Task Assignment Flow:A new task is created. Flow assigns the task to the appropriate team member based on workload.
- Customer Onboarding Flow:New customer information is entered. Flow triggers a series of steps for account setup, user creation, and welcome emails.
- Survey Feedback Flow:The user completes a satisfaction survey. Flow analyzes responses and triggers actions based on feedback.
- Chatter Notification Flow:Important system updates are posted on Chatter. Flow notifies relevant users in real time.
- Event Registration Flow:The user registers for an event. Flow updates participant records and sends confirmation emails.
- Inventory Restocking Flow:Low stock is detected in the inventory. Flow automatically generates purchase orders for restocking.
- Employee Onboarding Flow:New employee details are entered. Flow initiates a series of tasks, such as IT setup, training assignments, and documentation.
- Customer Feedback Analysis Flow:Customer feedback is submitted. Flow categorizes and analyzes feedback for further action.
- Automated Email Alerts Flow:System events trigger email alerts. Flow sends real-time notifications to relevant parties.
- Deal Registration Flow:Partner submits deal for registration. Flow validates and registers the deal, updating relevant records.
- Workflow Automation Flow:The user updates a record. Flow triggers a sequence of actions, such as field updates and email notifications.
- Approval Reminder Flow:The approval request is pending. Flow sends periodic reminders until approval is granted or rejected.
- Customer Renewal Flow:Subscription is nearing expiration. Flow sends renewal reminders and updates renewal status.
- Product Return Authorization Flow:The customer requests a product return. Flow validates the request and initiates the return process.
- Case Resolution Flow:The case is marked for resolution. Flow guides the user through the resolution steps.
- Customer Satisfaction Index (CSI) Calculation Flow:Customer interactions are logged. Flow calculates CSI scores based on predefined criteria.
These Salesforce flow scenarios demonstrate how you can use flows to automate and streamline various business processes within the Salesforce platform.