In this blog, I’m going to show you how to build a flow I use all the time. The scenario is inside sales or customer support reps want to get to the right records or take the right actions quickly. The best way to do that in Salesforce is with a flow.
In this example, the flow will pull up the customer’s orders, the company’s products, be able to create a new quote (and associated opportunity), and create a case. All without having to jump around.
When it is finished, it’ll look like this for the user:
And the flow will look like this on the backend.
Full disclosure, I did not build this originally; my colleague Joe Grace built this gem well over a year ago, but he gave me his blessing to write this up.
Let’s begin.
Continue reading “How to Build a Screen Flow for Inside Call Centers”