Getting Started
Build powerful routing and assignment automations in Salesforce Flow
Last updated
Build powerful routing and assignment automations in Salesforce Flow
Last updated
Gradient Works allows you to turn into an incredibly capable lead routing, account matching and round-robin assigning automation engine. To do this, we take the built-in power of Flow and enhance it with 30+ actions you can drag and drop right in as in your Flows.
Flow is built into Salesforce. If you and your team aren't yet familiar with Flow, Salesforce offers some great . Gradient Works customers get the full power of our CS team of Flow experts to help with any implementation questions.
We call our collection of actions the Automation Builder Kit (ABK). Each action is carefully crafted to provide you with enhanced capabilities that integrate into Flow.
For example, the action provides configurable matching logic that you can edit right in Flow Builder while providing that you can use in your Flow logic to or make .
The ABK is separated into (e.g. assign record, convert lead) that show up as Flow elements and "" that provide specific data you can use as inputs and outputs to other Flow elements. Think of these as similar to custom objects, but built specifically for interacting with the ABK.
Most actions require some form of configuration in Flow Builder to provide them the appropriate inputs to do their work. For example, a round robin assignment needs to know which record to assign and what round robin queue to use. You'll provide these by wiring up outputs of a previous Flow action (such as ) as inputs into the ABK actions.
Most actions provide outputs in the form of data you can use later on in the Flow. One of the most common forms of output is the . Most of the provide those outputs.
Note that in many cases, Salesforce Flow requires that you store output fields in variables by using the "Advanced" section in Flow Elements.
The most common use case for the Gradient Works ABK is inbound lead routing, but you can the ABK to automate many types of business processes, from responding to ABM signals by notifying and assigning reps to performing capacity-balanced handoffs from one rep to another.
Check out the common tasks to see how the ABK can help you automate.
Assign
Assign any records (leads, accounts) to users fairly using intelligent round robin capabilities.
Act
Send Slack Messages, create Tasks, enroll people in sales engagement cadences.
Match
Maintain data hygiene by matching leads to accounts, contacts or other leads.