- [John] Hi, I'm John Kucera,
and I lead product management for Flow and NBA.
Automation has never been more important because teams
of all kinds are being asked to do more with less.
Like many of you, their team at Redwoods here is seeing
an increased volume of inquiries from their customers.
We're going to walk through an example of how
they were able to go, faster with Flow.
Let's go to setup and automate this process
on the most powerful automation tool, Flow Builder.
Flow is fantastic for automating batch jobs with clicks
or triggering processes when records change.
But what really sets it apart from all the other tools
is that you gain the superpowers
to create dynamic screens with clicks.
Now we're going to close our eyes,
jump in our DeLorean, go 88 miles an hour and flash forward
just two hours to when the team has built out
and automated this process.
This is our newly automated process in Flow Builder.
You see the orange logic elements such as decisions
and loops, you see the gray and red actions
and database elements.
And you also see the blue screens.
Now, let's click into one of those first blue screens.
This screen was built fast using one
of the free automation components that we just launched.
These are open source, they're available for you
and you can even modify them
and check them back into the repo.
This is helping the agents move faster by saving clicks,
and making it really easy to select the right issue type.
Unlike all the other tools out there,
we don't make you choose between clicks or code.
Flow helps everyone move faster
by seamlessly integrating clicks and code.
Here, we're using an external service.
This is a standards based, easy to maintain,
process integration building block.
Developers can create a description of the APIs using
the open APIs standard and then the admins
can easily integrate to web apps or legacy systems
such as Redwoods Legacy Billing System here.
We display those external billing options
and they're populated here
but where flow really shines is with conditional visibility.
With just clicks, we can hide or show
this next Due Date field.
Now we have a confirmation screen and then
we're going to kick off all the automation magic.
First, we add another external service in just a few clicks
to update the billing options in our legacy system.
Now, we update the inquiry to close it out,
and finally, we send out an email to our customer,
automating the process and saving huge amounts of time.
Alright, let's see this in action.
We start this automated process in just one click
from actions and recommendations.
We select change billing frequency, super fast,
thanks to that easy to use automation component.
Now we see that the billing frequency options
are there populated, thanks to external services
and we quickly view and set a new due date,
thanks to this dynamic screen.
Finally, we review all those changes
and click Next to execute all the automation.
We see that the inquiry was immediately set to completed.
The email confirmation was sent out to the customer
and of course, the legacy billing system was updated.
And of course, all this works on Salesforce Mobile,
the industry's best mobile application platform.
Your teams can build faster with Flow
you can help your employees do their work faster with Flow
and you can thrill all of your different people out there,
thanks to the speed and productivity given to you
by the automation tools on the world's best platform.
So for next steps, why don't you check out
a link to our new architects guide
to go deeper on when to use clicks,
clicks and code or just pure code.