Salesforce automation (Flows)
Building, fixing and optimising your automations (Flows) to save time, make your processes reliable and reduce errors.
- Elements
- Triggers
- Actions
- Logic
- Data
- Utilities
Flow: Account update
- Time savedAutomate repetitive tasks and focus on what matters.
- Fewer errorsConsistent, reliable processes with no manual re-entry.
- Reliable automationsRobust Flows, tested and suited to your business rules.
Effective automations for your Salesforce processes
We build, fix and optimise your Flows to simplify operations, improve data quality and speed up business actions.
Building Flows
Custom automations (record-triggered, scheduled, screen Flows, etc.) to fit your needs.
Fixing bugs
Diagnosing and solving problems in your Flows (stuck runs, errors, conditions, permissions, etc.).
Process optimisation
Improving your existing automations for performance, clarity and maintainability.
Notifications and actions
Alerts, emails, task creation, data updates and other business actions.
An automation no longer fires
A Flow meant to create a task once a lead is qualified no longer runs.
- The problemThe Flow had not fired for several days: no task was created after the lead was updated.
- The solutionAnalysis of the Flow (trigger, conditions, permissions and logs), the filter condition fixed and permissions adjusted.
- The resultThe Flow runs correctly again and automatically creates the task for each qualified lead.
Before
Leads
All leads ▾
| Nom | Status | Task |
|---|---|---|
| Alpha Ltd | Qualified | — |
| Beta Ltd | Qualified | — |
| Gamma Ltd | Qualified | — |
After
Leads
All leads ▾
| Nom | Status | Task |
|---|---|---|
| Alpha Ltd | Qualified | |
| Beta Ltd | Qualified | |
| Gamma Ltd | Qualified |
How does a Flow automation work?
A clear, collaborative process, from analysis to go-live.
- 1
Analysing the need
We map your process, your business rules and the actions to automate.
- 2
Designing the Flow
We design the Flow (trigger, conditions, actions, etc.) and approve the solution with you.
- 3
Testing and approval
We test the automation in your environment (normal cases and error cases) and adjust if needed.
- 4
Go-live
We deploy the Flow, check it works properly and help you get started with it.
Examples of common automations (Flows)
A few concrete use cases that show the value of Flows in Salesforce.
Team notification
Automatically alert the right team (email, Salesforce alert, task) when a status changes.
Automatic update
Update fields (status, owner, date, etc.) based on business rules.
Task creation
Automatically create a task (or a reminder) at a key step in the process (e.g. a qualified lead).
Data validation
Check and standardise information (format, required fields, consistency) before saving.
Frequently asked questions about Flows
Answers to the most common questions about automation in Salesforce.
Record-triggered Flows (before or after save), scheduled Flows and screen Flows.
Yes, it's one of the most common requests. We start from the error email and the Flow debug to find the cause, then fix and test it.
It depends on the number of conditions, actions and cases to test. The expected time is stated in the quote, before any work.
In a sandbox when possible, on the normal case, the case that caused the problem and edge cases (empty field, reduced permissions, multi-record import).
Yes: fewer elements, no queries or writes inside loops, precise entry criteria and fault paths to alert the administrator.
Automate your Salesforce processes now
Building, fixing or optimising your Flows: describe your need and we'll support you quickly.