Build powerful routing and assignment automations in Salesforce Flow
Flow is built into Salesforce. If you and your team aren't yet familiar with Flow, Salesforce offers some great resources. 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.
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 Get Records) as inputs into the ABK actions.
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.