Salesforce Flow automation that your admins can maintain
If your team copies data between records, chases approvals over email, or assigns work by hand, Flow can do it for them. We build automation that's documented, tested and easy to change later.
What you get
- An inventory of your current automation on every object
- Record-triggered, screen and scheduled Flows
- Approval processes with notifications
- Migration of Workflow Rules and Process Builder to Flow
- Fault paths and error emails, so failures don't go unnoticed
- Documentation for each Flow
You probably need this if
- Your org still runs Workflow Rules or Process Builder
- Reps spend time updating fields that could update themselves
- Approvals happen in email and nobody knows where they stand
- You have several automations on one object and they conflict
Automation we build most often
Lead and case routing
Assign records by region, product, workload or skill, with round-robin and escalation rules.
Approvals
Discounts, contracts and expenses approved in Salesforce, with a clear record of who approved what.
Legacy migration
Workflow Rules and Process Builder moved to Flow and consolidated, so each object has a clear order of operations.
Assess, plan, build, launch
Assess
We review your org, talk to the people who use it, and list what's slowing them down.
free · about 1 weekPlan
You get a written scope, timeline and price. No open-ended hourly surprises.
written proposalBuild
Short sprints in a sandbox, with a demo every week so you see progress early.
weekly demosLaunch and support
Tested deployment, training for your team, and support after go-live.
post-launch careCommon questions
Why move off Workflow Rules and Process Builder?
Salesforce ended support for both at the end of 2025. They still run, but they get no fixes and new features only come to Flow.
When do you use Apex instead of Flow?
When the logic is complex, very high volume or needs callouts that Flow handles poorly. We'll tell you which fits and why.
Will our admins be able to edit the Flows?
Yes. We name and document everything and walk your admins through each Flow before handoff.
Often paired with
New org, set up right
Objects, security and page layouts designed around how your team sells and serves, so it scales without a rebuild next year.
- Data model and permission design
- Migration from spreadsheets or a legacy CRM
- Training and go-live support
Agentforce and GPT
AI agents that triage cases, draft replies and summarize records, grounded in your own Salesforce data.
- Agentforce agent design
- Einstein and GPT integrations
- Prompt templates and guardrails
Custom Lightning apps
Fast, modern screens in Lightning Web Components backed by tested Apex, for the jobs configuration can't handle.
- LWC and Apex development
- API integrations
- Code review and test coverage
Still running Workflow Rules?
Book a free org assessment. We'll look at how your team uses Salesforce today and show you where the quickest wins are.