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5 Game-Changing Flow
Solutions to Level Up
Your Org
Sharon Klardie
Sr. Manager Salesforce Labs
@sklardie
@Salesforce_Labs
Forward Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-
operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining
performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses,
amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks,
uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or
implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of
foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud
computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which
we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of
acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the
expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new
services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures,
services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the
benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions
that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and
technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue
and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our
dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of
services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets
and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our
ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and
Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
What We’re Talking About Today
Q & A
Overview of
Flow &
Salesforce Labs
How to Get
Started
5 Game
Changing Flow
Solutions
And, often leads to backlogs of automation requests
Building Processes Into a Seamless Interaction Is Difficult
Design
process logic Create user
experience
CODE
Integrate
disparate systems
CODE
Unleash Productivity with Lightning Flow
Design with point-and-click builders
Build complex workflows with visual elements
and reusable building blocks
Automate across connected systems
Bring disparate systems and data sources
together in a seamless workflow
Embed visual workflows everywhere
Enhance user experience and business agility
with guided interactions
Build seamless interactions with automated workflows
+ Pre-built solutions in the AppExchange
Introducing Flow Templates
Jumpstart automation development
Eliminate blank canvas anxiety and start with a
base to accelerate development
Access industry best practices
Learn from industry subject matter experts
and explore how the templates are built
Tailor to specific business needs
Customize pre-built processes to match the
exact business use case
Accelerate automation with pre-built business processes
Partner and Labs templates on AppExchange
AppExchange is the Hub of the Salesforce Ecosystem
Ready-to-install solutions
Find apps, components, Bolt solutions, Lightning
data, and Flow solutions
Solutions across every industry and
department
Introducing new solutions for Commerce, Sales,
Service and Marketing
Intelligent recommendations
Discover solutions to solve business challenges on
the “Recommended For You” page
Certified expertise
Find consultants for expertise that fits your
business needs
The world’s leading enterprise cloud marketplace
installs
7M+
Solve common business challenges
Sales, Service, Marketing, IT & Admin,
Collaboration, and Finance
Customizable to meet your needs
Open source solutions, Lightning ready
Explore what’s new from Salesforce
Labs for Lightning Web Components, Einstein,
Chatbots, Flows, and more
Free solutions built by Salesforce employees
Get Started Fast with Salesforce Labs
new Labs
solutions
65+
Mass Reassign Open Task Activities
Use this template to…
Let users with the appropriate
permissions mass reassign tasks
Mass Reassign Open Task Activities
Make It Your Own!
Reassign other objects
Route to multiple users
Embed with sales tools
Campaign Member Management
Use this template to…
Update multiple campaign
members’ statuses on the fly.
Change Management at Login
Use this template to…
Customize the login experience
Notify your whole user base about
upcoming changes
Use this template to…
Track consent retention,
expirations and opt-outs
Do so from the same place you
manage that customer’s other
details
Consent Capture
Digital Store Audit
Use this template to…
Manage freeform audits for stores
across your franchise.
Digital Store Audit
Make It
Your Own
Make It Your Own!
Configure audit config for:
Warehouses
Book stores
Restaurants
Continue Exploring
AppExchange Solutions Explore Flow TrailsExplore Lab Solutions
https://sfdc.co/salesforcelabs
@Salesforce_Labs
http://bit.lyFlowTrailMixhttps//bit.ly/AppXSolitions
WT19: 5 Game-Changing Flow Solutions to Level Up Your Org

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WT19: 5 Game-Changing Flow Solutions to Level Up Your Org

  • 1. 5 Game-Changing Flow Solutions to Level Up Your Org Sharon Klardie Sr. Manager Salesforce Labs @sklardie @Salesforce_Labs
  • 2. Forward Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non- operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3.
  • 4. What We’re Talking About Today Q & A Overview of Flow & Salesforce Labs How to Get Started 5 Game Changing Flow Solutions
  • 5. And, often leads to backlogs of automation requests Building Processes Into a Seamless Interaction Is Difficult Design process logic Create user experience CODE Integrate disparate systems CODE
  • 6. Unleash Productivity with Lightning Flow Design with point-and-click builders Build complex workflows with visual elements and reusable building blocks Automate across connected systems Bring disparate systems and data sources together in a seamless workflow Embed visual workflows everywhere Enhance user experience and business agility with guided interactions Build seamless interactions with automated workflows + Pre-built solutions in the AppExchange
  • 7. Introducing Flow Templates Jumpstart automation development Eliminate blank canvas anxiety and start with a base to accelerate development Access industry best practices Learn from industry subject matter experts and explore how the templates are built Tailor to specific business needs Customize pre-built processes to match the exact business use case Accelerate automation with pre-built business processes Partner and Labs templates on AppExchange
  • 8. AppExchange is the Hub of the Salesforce Ecosystem Ready-to-install solutions Find apps, components, Bolt solutions, Lightning data, and Flow solutions Solutions across every industry and department Introducing new solutions for Commerce, Sales, Service and Marketing Intelligent recommendations Discover solutions to solve business challenges on the “Recommended For You” page Certified expertise Find consultants for expertise that fits your business needs The world’s leading enterprise cloud marketplace installs 7M+
  • 9. Solve common business challenges Sales, Service, Marketing, IT & Admin, Collaboration, and Finance Customizable to meet your needs Open source solutions, Lightning ready Explore what’s new from Salesforce Labs for Lightning Web Components, Einstein, Chatbots, Flows, and more Free solutions built by Salesforce employees Get Started Fast with Salesforce Labs new Labs solutions 65+
  • 10. Mass Reassign Open Task Activities Use this template to… Let users with the appropriate permissions mass reassign tasks
  • 11.
  • 12. Mass Reassign Open Task Activities Make It Your Own! Reassign other objects Route to multiple users Embed with sales tools
  • 13. Campaign Member Management Use this template to… Update multiple campaign members’ statuses on the fly.
  • 14. Change Management at Login Use this template to… Customize the login experience Notify your whole user base about upcoming changes
  • 15. Use this template to… Track consent retention, expirations and opt-outs Do so from the same place you manage that customer’s other details Consent Capture
  • 16. Digital Store Audit Use this template to… Manage freeform audits for stores across your franchise.
  • 17.
  • 18. Digital Store Audit Make It Your Own Make It Your Own! Configure audit config for: Warehouses Book stores Restaurants
  • 19. Continue Exploring AppExchange Solutions Explore Flow TrailsExplore Lab Solutions https://sfdc.co/salesforcelabs @Salesforce_Labs http://bit.lyFlowTrailMixhttps//bit.ly/AppXSolitions