How to Become an Innovative Salesforce Admin?

Have you ever pondered about the backend processes running while purchasing a movie ticket or paying a bill online? All these app experiences are sequential step processes at first. In a more simplified way, you can say that all these experiences are a series of steps or a procedure that execute an activity based on your selections or interests.

With the advancement in digital transformation, channels are driving more process-based app experiences than ever before. These processes often require integrating siloed data, building complex logic, designing beautiful UIs and finally embedding them in every touchpoint.

Since the process path is challenging and obviously time-taking, so sometimes these experiences can be frustrating for the customers. Plus these costly delays can lead to lost opportunities for the business. There have been several times when we route to customer support agents for order queries. Also, managing customer expectations can be difficult at times.

This is where Salesforce Lightning Flow comes into the picture. Lightning Flow is a lightning platform service that empowers any business to create and extend the power of process automation to any customer experience. Lightning Flow delivers an innovative new way for businesses to realize the benefits of process automation. The benefits of lightning flow are countless like lessened wait-time for customers, digitized business workflows and overall enhanced team productivity. With this, anyone can declaratively build and embed component-based processes at lightning fast speed.

Lightning Flow helps in:

• Creating guided visual processes with Lightning components.
• Easily adding various processes to record, app, portal, and console.
• Connecting processes running on the Salesforce platform to any other platform or system through External Services, Platform Events, and Local Actions.
• Embedding flows anywhere i.e; on any Lightning page across the entire application whether it be your Lightning console or a community portal.
• Delivering phenomenal customer and employee experiences.

All together, Lightning Flow brings several innovations to the Lightning Platform. Various companies deliver incredible experiences with Salesforce Lightning Flow. It helps in building a guided flow with better data quality. Hence improves the overall customer experience.

Reusable lightning components are also an added advantage as it aids in designing rich flow screens and saves time. Thus, Lightning Flow orchestrates workflows and integrate all processes. This way, Salesforce Lightning Flow helps in enhancing every customer’s app experience.

STEPS TO BECOME AN #AWESOMEADMIN

Speaking about the use of Lightning Flow for Salesforce Admin, Salesforce Admins are always looking for innovative ways to deliver value to their users. Admins can streamline processes and dispose off the mundane and repetitive tasks. With 180 billion plus processes run daily, it's the time for the Salesforce admins to dive in and learn how to build flows. For this purpose, Salesforce is using #AwesomeAdmins on twitter. Basically, Salesforce wants every admin to #BeAnInnovator, thus Salesforce has built a series of video learning adventures.

Here are some simple easy steps for Salesforce Admin to be an innovator:

1. Plunge- in and Share Your Progress

Watch all six “Be An Innovator with Flow” videos, follow along in your own Developer Edition org, and share your progress on Twitter using #BeAnInnovator. Get additional resources to help you along the adventure in the trailmix.

2. Learning Videos

There are 6 videos available currently. Fill out the requirements worksheet and share it on Twitter using #BeAnInnovator. Below is a glimpse of what those six videos contain.

Video 1: Identify the problem

As said earlier, watch the video and share your progress on Twitter with #BeAnInnovator.

Following is the Tweet sharing the same-

Video 2: Define your process

Share a diagram for your process of learning.

Video 3: Learn Flow

Share your Flow screen snapshots using #BeAnInnovator. Refer to this tweet

Video 4: Create records element

Take a screenshot of your Debug results and share it.

Video 5: Distribute your flow

Share your newly optimized screen from the debugger on Twitter using #BeAnInnovator.

Video 6: Activate and test

Share your final flow screen on your record page like tweet shared below.

3. Pro Tips for Building Flows

Following are the tips from various experts:

“Map out each step of the process and look for ways to optimize and reduce inefficiency. Once you have your flow built, get it in front of your users quickly so they can give you valuable feedback.” 
— Marc Baizman, Senior Admin Evangelist

“Even if you shave just one minute off the time it takes to complete a common task, it will amount to hours of time saved over a year!” 
—  LeeAnne Rimel, Principal Admin Evangelist

“Actions or clicks that always need to be done in a certain order or require extra guidance to complete successfully are good candidates for a screen flow.”
—Shannon Hale, Senior Director, Product Management

4. Complete the Trailmix

Complete the trailmix by May 31, 2019, to earn the “Be an Innovator” community badge and unlock other features.

Well, Lightning Flow is a powerful example of how the Lightning Platform works together to make Trailblazers more productive, and deliver the experiences that customers want. It is a transformation of Salesforce towards process-driven applications.