9/13/2023 0 Comments Examples of screenflow![]() ![]() Typically, creating an Opportunity record is tedious-which is why a lot of reps skip fields in Salesforce. One of the simplest things you can do to cut down admin time for your sales team is to implement a screen flow that allows reps to create an Opportunity directly from a Contact record. Create Opportunities from the Contact Record Here are two examples that can make a big difference to sales and operations teams alike.ฤก. There are many ways to customize screen flows to your unique sales process. Salesforce screen flows, which are called through a button or user action, are designed to guide users through your process while automating the necessary logic and actions between different screens. With screen flows, both of these things are possible. Or that they could generate handover documents without using external spreadsheets. Imagine that your reps could create new records and make updates across objects without needing to leave a single screen. ![]() More importantly for ops, screen flows can help ensure that reps are capturing data more consistently on your deals. With a couple of well-designed screen flows, you can significantly reduce data entry time for your sales team. Screen flows are a particularly useful tool for streamlining sales workflows in Salesforce. Flows are incredibly powerful in that they let admins design complex automation with clicks instead of code. Salesforce flows take sales process automation to new heights. ![]()
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