Thu, 4 May 2023
Today on the Salesforce Admins Podcast, we talk to Gorav Seth, Salesforce Platform Manager at Ashoka, and Eric Smith, Technical Architect at RafterOne.
Join us as we talk about the flow solutions they came up with to improve their processes in their orgs, and how you can get started building your own flows.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Gorav Seth and Eric Smith.
25+ years of Salesforce experience in one episode
We brought Gorav and Eric on the show to talk about their upcoming appearances on Jennifer Lee’s Automate This! YouTube show. If you don’t already tune in, now’s the time to start. They’ll go over the cool Flow solutions they came up with to improve things at their orgs. But first, a little bit more about our guests.
Gorav has a background in plant biology but got involved in the ecosystem when he migrated his nonprofit to Salesforce and fell in love with the technology. Eric’s been in technology for over 45 years, and his path took him through a telecommunications company that was using Salesforce essentially as a Rolodex. He quickly realized that they were barely scratching the surface of what they could do with the platform, and started building things to help his team of product managers do their jobs better.
Collectively, they have over 25 years of experience in Salesforce.
One thing we wanted to ask our guests is how they think about automations and why you should build one. For Gorav, it’s about the massive improvements you can make to usability on both the front end and the back end. For Eric, it’s also about improving data quality and data security. “A well-designed automation will reduce steps for somebody that has to interact with it and improve the quality of the data that comes out of it,” he says.
On Automate This!, they’ll each share a pretty nifty Flow solution they found to replace a clunkier process. Gorav consolidated multiple notifications into one rich text email that gave his users all of the information they needed in one place. They ended up replacing something like 10 workflow rules with one streamlined flow.
Eric’s users needed to constantly refer to the case number they were working with but were spending a lot of time trying to find it. He created a utility to highlight field data on a Lightning record page using a screen flow and saving a ton of time.
Starting with Flow
Flow offers a lot of possibilities for simplifying and improving things but it can still be intimidating when you’re starting out. Eric recommends breaking your process down into the smaller steps that need to happen in order to get from point A to point B.
And, Gorav adds, it’s an iterative process. You can and should use the debugger to understand what’s happening and why. Take it one step at a time and focus on improvements to your process. “We’re not trying to rebuild this stuff,” Gorav says, “we’re trying to say, ‘How can we do this better?’”
There are a lot of great tips in this podcast about the importance of learning in your career, when to use subflows, and more, so be sure to listen to the full episode and don’t miss their appearance on Automate This!
Direct download: Gorav_Seth_and_Eric_Smith_on_Cool_Flow_Solutions.mp3
Category:general -- posted at: 3:00am PDT