Salesforce Flows that ship fast—and stay fixed.
We design resilient Screen Flows and revenue processes with guardrails, observability, and AI‑ready patterns.
Salesforce Flows: Transform Your Business with Simple Automation
Discover Salesforce Flows – a powerful, intuitive tool to automate complex business processes with drag-and-drop ease. Build and maintain tailored workflows in your Salesforce instance to streamline operations, boost productivity, and cut development costs by up to 70%. No advanced technical skills needed – empower your team to innovate faster and drive revenue growth.
Cohere
Toronto, Canada • 2019
Enterprise AI for large language models, enabling chatbots, search, and copywriting tools.
Beehiiv
New York, NY • 2020
Newsletter platform for creators to build, publish, and monetize email lists; 20K+ active newsletters.
Supabase
San Francisco, CA • 2019
Open-source Firebase alternative for app development; 24K+ community members.
Otter.ai
Mountain View, CA • 2016
AI meeting assistant for real-time transcription, speaker ID, and summaries; 14M+ users.
Groq
Mountain View, CA • 2016
AI hardware/software for fast NLP and vision processing, including GroqCloud.
6AM City
Greenville, SC • 2016
Newsletter-first local news aggregator for daily community updates; 1.4M subscribers.
Databricks
San Francisco, CA • 2013
Cloud platform for data engineering, ML, and analytics; 10K+ customers like AT&T.
Alternative Payments
Payment Platform to Streamline your MSP Finance and PSA integration effortlessly
Shufti
Risk Verification Tools. Verification Within Seconds — Identity Verification Service in 230+ Countries. Realtime KYC, KYI, KYB & AML Service.
IXOPAY
Enterprise-grade payment orchestration ready to scale with you.
Cohere
Toronto, Canada • 2019
Enterprise AI for large language models, enabling chatbots, search, and copywriting tools.
Beehiiv
New York, NY • 2020
Newsletter platform for creators to build, publish, and monetize email lists; 20K+ active newsletters.
Supabase
San Francisco, CA • 2019
Open-source Firebase alternative for app development; 24K+ community members.
Otter.ai
Mountain View, CA • 2016
AI meeting assistant for real-time transcription, speaker ID, and summaries; 14M+ users.
Groq
Mountain View, CA • 2016
AI hardware/software for fast NLP and vision processing, including GroqCloud.
6AM City
Greenville, SC • 2016
Newsletter-first local news aggregator for daily community updates; 1.4M subscribers.
Databricks
San Francisco, CA • 2013
Cloud platform for data engineering, ML, and analytics; 10K+ customers like AT&T.
Alternative Payments
Payment Platform to Streamline your MSP Finance and PSA integration effortlessly
Shufti
Risk Verification Tools. Verification Within Seconds — Identity Verification Service in 230+ Countries. Realtime KYC, KYI, KYB & AML Service.
IXOPAY
Enterprise-grade payment orchestration ready to scale with you.
Fast
Productized sprints that ship in days, not quarters.
Scalable
Subflows, reusable decisions, and naming conventions.
Safe
Fault paths, rollback plans, test data & UAT.
AI‑Ready
Summaries, suggestions, and data quality baked into flows.
Salesforce is all-in on Flows
R&D Investment
Invested in 2024 with major focus on Flows, automation, and AI-powered features
Value Delivered
Cumulative value delivered to businesses worldwide through Flow automation
Salesforce has invested millions to build Flows, a game-changing automation tool, and they're now transitioning all organizations to leverage it. Embrace this shift to unlock powerful, drag-and-drop workflows that simplify your Salesforce instance, slash costs, and boost efficiency. Turn this push into profit by driving smarter processes and measurable value for your business.
The best part? You already pay for it.
Flow Builder is included with your Salesforce license. No additional costs for the automation platform that's transforming businesses worldwide.
Featured Solutions
Proven Flow architectures that drive measurable results for your RevOps team
BDR Qualification Screen Flow
Discovery unlocked, more conversions, more pipeline and deeper understanding of your customers needs
Opportunity Stage Gates & Nudges
Gain unprecedented engagement levels from your selling teams
Autopilot for Account Stages
What is a Customer Relationship Manager without an error free understanding of your customers
Process Builder Migration
Sunset Deadline
Salesforce officially sunsets Process Builder & Workflow Rules on December 31, 2025. After that, support is gone—and your automations become liabilities, not assets.
Migration Risk
Don't rely on Salesforce's one-click "Migrate to Flow" tool. Without a rigorous framework, you risk messy builds, performance issues, and fragile automations.
Competitive Edge
Sales Ops leaders who master Flow can gain a competitive edge. We don't just migrate — we teach you how to architect, optimize, and scale Flows so every automation becomes a lever for growth.
Our Solution
We deliver structured, future-proof Flow architectures, and we equip your team to own automation, not just inherit it.
How We Work
Our proven three-step process for delivering robust Salesforce Flow solutions
- 1Step 1Assess
Audit, design map, risk review.
- 2Step 2Implement
Patterns, subflows, tests, UAT.
- 3Step 3Harden
Fault paths, rollback, monitoring.
We work with
Our solutions are designed for teams across the revenue organization
Sarah Chen
BDRBusiness Development Representative
Front-line sales professionals who qualify leads and set up meetings for Account Executives. However, spending 3+ hours daily on manual lead scoring and qualification, missing hot prospects.
Our Solutions
Expected Outcomes
Success Metrics
FAQ
Common questions about our Salesforce Flow automation services
How fast can you fix a flow?
Flow Fix 48 resolves critical issues in ≤ 48 business hours after access is granted. We prioritize urgent production issues and provide immediate triage.
How do you avoid breaking flows in production?
We implement comprehensive guardrails: subflows for reusability, feature flags for safe rollouts, UAT scripts for validation, rollback plans for quick recovery, and monitoring for real-time alerts.
Can you migrate Process Builder to Flows?
Absolutely. We map existing Process Builder logic, refactor for Flow best practices, and validate functional parity with comprehensive test kits. No more sunset anxiety.
What happens if my team lacks Flow expertise?
We don't just build for you—we teach your team. Every engagement includes knowledge transfer, documentation, and training so you can own and maintain your automations long-term.
How do you ensure Flows scale with my business?
We architect with scalability in mind: modular subflows, efficient data handling, proper error management, and naming conventions that support growth. Every Flow is built to handle increased volume.
What's the difference between your approach and Salesforce's migration tool?
Salesforce's one-click migration often creates messy, inefficient Flows. We manually refactor with best practices, optimize performance, add proper error handling, and ensure maintainability.
Do you work with non-technical teams?
Yes! We specialize in making Flow automation accessible to Sales Ops, RevOps, and business users. We provide clear documentation, training, and support so your team can confidently manage automations.
How do you handle complex business logic in Flows?
We break down complex logic into manageable subflows, use decision trees for clarity, implement proper data validation, and create comprehensive test scenarios to ensure reliability.
What if my Flow breaks after you're gone?
We provide ongoing support options and comprehensive documentation. Plus, we train your team to troubleshoot common issues. You'll have the knowledge and resources to maintain your Flows independently.
Can you help with AI integration in Flows?
Absolutely. We integrate AI capabilities like lead scoring, email generation, data enrichment, and intelligent routing directly into your Flows, making your automation smarter and more efficient.