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It’s Better In Lightning
Leverage Lightning Flows for more
efficient Sales practices
by Mihaela Muresan

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#CD19
Contact
● linkedin.com/mihaelamuresan
● @mihaelamu
● Salesforce Success
Community
● vectorial.io
About me
● 9x Salesforce Certified
● Working with Salesforce since
2015
● Lightning Champion
● All-round Flows Enthusiast
Currently: Salesforce Specialist at EIGENSONNE

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#CD19
● B2C company
● High volume of Leads to
generate a sale
● Sales team about to scale
● Many clicks
● Several related records
needed (tasks, events,
Chatter)
● Many steps
● 15-25 min to process a Lead
Basic Sales Process:
1. Launch New Lead
2. Find and fill in required* fields
3. Find and fill in additional information
4. Save Lead
5. Navigate to New Task
6. Fill in required* fields
7. Save Task
8. Navigate to New Event
9. Fill in required* fields
10. Save Event
11. Click on Send Email
12. Search for template
13. Insert template
14. Make amends to template
15. Press Send.
The Challenge

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#CD19
➢ Visual Debugging Interface!
➢ Connect processes running
on the SF Platform to any
other platform / system
through External Services,
Platform Events, and Local
Actions
➢ Flow interviews bulkify
actions for you
automatically
➢ Flow Templates
➢ Documentation galore
Solution: Lightning Flows

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#CD19
Screen Flows with the Lightning Flow Builder

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#CD19
The Works

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#CD19

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#CD19

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#CD19
Standard Process
1. Launch New Lead
2. Find and fill in required* fields
3. Find and fill in additional information
4. Save Lead
5. Navigate to New Task
6. Fill in required* fields
7. Save Task
8. Navigate to New Event
9. Fill in required* fields
10. Save Event
11. Click on Send Email
12. Search for template
13. Insert template
14. Make amends to template
15. Press Send.
Lightning Flow
1. Launch from anywhere
2. Creates Lead
3. Creates follow up reminder
Task and/or Event
4. Sends a confirmation email
Comparison

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#CD19
➢ 4 times more leads processed per sales rep,
per day
➢ More transparency and better internal
communication
➢ Better overall adoption
➢ Better data quality
➢ Easier, contextual training and onboarding for
new salespeople
➢ Total call and data entry time: 5-10 minutes
Results

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Remarks
➢ Benefits of flow: all departments
Resources
➢ Flow Design Principles
➢ Intro to Flow - Trailhead Mix
➢ Flow Unofficial
➢ Pluralsight
➢ App Exchange: Flow Templates
(“Flow Solutions”)
Flow Resources

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#CD19

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Thank you!