- [John] Hi, I'm John Kucera,
and I lead product
management for Flow and NBA.
Automation has never been
more important because teams
of all kinds are being
asked to do more with less.
Like many of you, their team
at Redwoods here is seeing
an increased volume of
inquiries from their customers.
We're going to walk
through an example of how
they were able to go, faster with Flow.
Let's go to setup and
automate this process
on the most powerful
automation tool, Flow Builder.
Flow is fantastic for automating
batch jobs with clicks
or triggering processes
when records change.
But what really sets it apart
from all the other tools
is that you gain the superpowers
to create dynamic screens with clicks.
Now we're going to close our eyes,
jump in our DeLorean, go 88
miles an hour and flash forward
just two hours to when
the team has built out
and automated this process.
This is our newly automated
process in Flow Builder.
You see the orange logic
elements such as decisions
and loops, you see the
gray and red actions
and database elements.
And you also see the blue screens.
Now, let's click into one
of those first blue screens.
This screen was built fast using one
of the free automation
components that we just launched.
These are open source,
they're available for you
and you can even modify them
and check them back into the repo.
This is helping the agents
move faster by saving clicks,
and making it really easy to
select the right issue type.
Unlike all the other tools out there,
we don't make you choose
between clicks or code.
Flow helps everyone move faster
by seamlessly integrating clicks and code.
Here, we're using an external service.
This is a standards
based, easy to maintain,
process integration building block.
Developers can create a
description of the APIs using
the open APIs standard and then the admins
can easily integrate to
web apps or legacy systems
such as Redwoods Legacy
Billing System here.
We display those external billing options
and they're populated here
but where flow really shines
is with conditional visibility.
With just clicks, we can hide or show
this next Due Date field.
Now we have a confirmation screen and then
we're going to kick off
all the automation magic.
First, we add another external
service in just a few clicks
to update the billing
options in our legacy system.
Now, we update the
inquiry to close it out,
and finally, we send out
an email to our customer,
automating the process and
saving huge amounts of time.
Alright, let's see this in action.
We start this automated
process in just one click
from actions and recommendations.
We select change billing
frequency, super fast,
thanks to that easy to
use automation component.
Now we see that the
billing frequency options
are there populated,
thanks to external services
and we quickly view
and set a new due date,
thanks to this dynamic screen.
Finally, we review all those changes
and click Next to execute
all the automation.
We see that the inquiry was
immediately set to completed.
The email confirmation was
sent out to the customer
and of course, the legacy
billing system was updated.
And of course, all this
works on Salesforce Mobile,
the industry's best mobile
application platform.
Your teams can build faster with Flow
you can help your employees
do their work faster with Flow
and you can thrill all of your
different people out there,
thanks to the speed and
productivity given to you
by the automation tools on
the world's best platform.
So for next steps, why don't you check out
a link to our new architects guide
to go deeper on when to use clicks,
clicks and code or just pure code.
