Salesforce Lightning Flow

Learn to Develop Bespoke UX at the Speed of Lightning with Flow – Part 1

Welcome to part one of our new blog series taking a look at Salesforce’s Lightning Flow! Before we even jump in though, where did the need for Flow come from? Why might someone consider switching from a legacy system and what pain points is it addressing? User Experience has come a long way since the days of the MS DOS (Microsoft Disc Operating System) interface, yet there are some companies that are still using MS DOS based systems to run their business! Looking at you, hospitality industry.


Changes in Tech

There is a reason that the importance of a high-quality User Experience has increased overtime, but it is not as simple as constant improvement requiring constant change. Outside forces, namely consumer experiences, have changed the way we navigate our daily lives. In 2010 Apple released one of the first widely available first party electronic voice assistants directly accessible on your mobile device. Others have followed suit and now giants like Amazon, Google, and Microsoft all have some sort of verbal AI assistant. More than half of smartphone users surveyed in a 2018 survey reportedly used the voice assistants on their mobile devices [1].


Fine-Tuned UX

Design trends in mobile continue to find ways to do more complicated things with less user involvement. Calendars automatically are updated by Google when you get a flight confirmation. Apple created the notification center to give iPhone users the ability to drill down into what they needed as quickly as possible. We as consumers of the digital world are now users of the most fine-tuned UX technology, and it’s no wonder than interface improvements like Lightning were needed to keep Salesforce on the leading edge of CRM platforms.


How To Compete

As previously mentioned, the giants in UI aren’t exactly a 500-person company. In fact, one could argue that companies like Google, Apple, Amazon, and Microsoft are User Experience companies as their primary product. So how does a manufacturing company create a guided User Experience for product cart management on an opportunity, and expose that experience to their customers without having to also become a user experience company? Additionally, how do they do it without spending hundreds of thousands of dollars on custom development that will take an army of developers to maintain?

Well, if they are a Salesforce customer, there are some options. Namely, Lightning Flow.


Lightning Flow

Lightning Flow is an interface-based design and automation tool that gives Salesforce administrators the ability to build custom interfaces and automation to support bespoke business processes. No code is required to create these Flows and they can be used with or without a user interfacing with them. To get started with Flow, we always recommend the Salesforce Trailheads for Flow. Once you have a stable knowledge of how to build with Flow, it’s time to start thinking about applicable use cases. We’ve put together some criteria for you to measure processes by to see if they would be a fit for Flow, as well as some examples of how we have used Flow in the past for Statera customers. Sounds like a game changer, right? In part two of this series, we will take a look at how you know if Flow is a good fit for you and your business. You will not want to miss it so be sure to stay tuned! 





About Josh

Josh Sangster is a certified Salesforce Administrator and Senior Consultant at Statera. With six years of CRM administration and consultation experience across multiple verticals and different sizes of businesses he understands the headaches that plague users and administrators. He is currently working on advanced Salesforce certifications in an effort to better serve his clients. He is a transplant from Atlanta, GA residing in Denver, CO and enjoys to golf, hike, camp, swim, bike, exercise, and explore his new home state. He is an avid New York Football Giants fan and can often be found wearing blue and white from head to toe on Sundays in the fall. Go Big Blue!