In today’s fast-paced business world, the ability to adapt processes quickly is critical for success. This session is designed for Salesforce Admins, Architects, and Consultants who want to create Flows that can dynamically adjust to meet evolving business needs. Using a real-world case study as a foundation, we’ll walk through the entire process of designing, building, and optimizing a Flow that prioritizes flexibility, scalability, and a lower total cost of ownership. Attendees will also learn how to balance custom and out-of-the-box solutions to maximize efficiency and adaptability.
Agenda:
- Case Study Overview: Introduce the real-world scenario we’ll use to guide the session, including the business problem, key requirements, and challenges.
- Requirements Gathering: Learn how to collaborate with stakeholders to identify key needs, constraints, and opportunities for flexibility.
- Solution Design: Discover best practices for crafting a Flow architecture that is dynamic, maintainable, and minimizes long-term costs.
- Hands-On Flow Build: Follow along as we build a Flow with dynamic inputs, outputs, and logic that adapts to changing scenarios.
- Breakdown and Discussion: Explore the Flow design, identify potential issues, and discuss how to apply these concepts to your own projects.
Learning Objectives:
- Understand how to gather and document requirements for building adaptable Flows.
- Learn techniques to design and structure Flows that are resilient to change and reduce total cost of ownership through smart design and automation.
- Gain practical experience in creating Flows with dynamic inputs and outputs to avoid static values and reduce the need for frequent updates.
- Explore both custom and out-of-the-box options for building flexibility in Flows, including when and how to use each approach.
- Identify how dynamic Flows help avoid common roadblocks, such as manual updates, inefficiencies, and high maintenance costs.
- Recognize best practices for troubleshooting and optimizing Flows for long-term use and scalability.
This session will help attendees avoid:
- Using static values in Flows, which lead to rigid solutions that require frequent manual updates.
- Creating Flows that block business agility by preventing quick transitions when business requirements change.
- Driving up maintenance costs due to poorly designed Flows, ensuring flexibility and total cost of ownership are considered from the start.
By the end of this session, attendees will be equipped with the knowledge and tools to build Salesforce Flows that not only solve current challenges but also remain effective and cost-efficient as business processes evolve. This is your chance to future-proof your automation skills and drive greater success for your organization!
