Explore Salesforce Flow solutions by role, flow type, or use case. Get personalized pricing recommendations and discover complementary solutions to bundle together.
Eliminate the guesswork and inconsistency in managing account stages. Our record-triggered automation flows keep Salesforce account stages up to date automatically, ensuring clean, trustworthy data for reporting to management and investors. No more "left behind" stages—just accurate, real-time alignment with your business processes.
Give your BDRs a guided, narrative-based qualification experience that ensures every step of your process is followed and captured consistently inside Salesforce. Our custom Screen Flow design transforms your qualification framework into an intuitive workflow, reducing missed steps and improving data quality.
Automate deal progression with stage gates and approval workflows
AI-powered summaries, suggestions, and intelligent routing
Background jobs with observability and error handling
Streamlined case management with intelligent routing
Automated data quality with deduplication and validation
Automated lead capture with data cleaning and standardization
Intelligent lead scoring with automated routing to the right rep
Automated stage progression with reminders and validation
Reliable automation with guardrails for data consistency
Naming conventions, patterns, subflows, and testing frameworks
