Do You Need a Salesforce Tune-up?
Recently I led an educational webinar on optimizing Salesforce automation by transitioning from Process Builder to Flow, and was excited to share my migration expertise as the Arkus Senior Manager of Client Success and a 10x Certified Salesforce Consultant. Salesforce continues to evolve, and mastering Flow is essential for ensuring efficiency, scalability, and long-term system performance.
We covered actionable insights to future-proof your org for all levels, from admin to developer. Watch the webinar below.
Key Takeaways:
- Why Salesforce is moving away from Process Builder
- How to migrate to Flow with minimal disruption
- Advanced Flow features and best practices
- Common pitfalls and how to avoid them
Live Demo Highlights
What can a good Salesforce Flow do? Megan Hertz, 13x Salesforce Certified Arkus Solution Architect, shared a Flow automation that designates donor levels when a new gift is entered into the system.
Migrating your automation from one part of Salesforce to another might seem complex, but it is possible to make this shift without tremendous effort. Teams may want to take on the task themselves or enlist the help of a Salesforce partner to handle the task. We are big Flow fans here at Arkus, and we encourage you to get excited about the opportunities Flow offers.
7-Minute Bonus Session:
Iva Mandic, 8x Salesforce Certified Delivery Team Manager, demonstrated how Salesforce Flow and Marketing Cloud work together to personalize donor outreach and enhance email campaigns with seamless automation.
Do you have Process Builders you need to move? Would you benefit from support? Arkus is here to help. Reach out to us using our contact form to explore how we can help lighten the Flow load.
Missed the webinar? Stay tuned for upcoming sessions packed with expert insights to help you stay ahead in Salesforce automation!
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