Flow & Process Automation

The situation

Work still lives in email, spreadsheets, and chat threads even though Salesforce is supposed to be the system of record. Existing Flows may be hard to follow, fail silently, or overlap with older automation.

How the work is done

I start with the actual business process, then design or repair Salesforce Flow so requests, approvals, routing, and notifications happen in the platform instead of in inboxes.

Typical work included

• •Review of existing Flow and related automation
• •Record-triggered, screen, and scheduled Flows as needed
• •Approval, routing, and notification logic
• •Error handling that admins can actually follow
• •Documentation of how the automation works

What this is for

• •Manual handoffs moved into Salesforce where they belong
• •Automation that is easier to test and maintain
• •Clearer ownership of what happens after a record is created or updated