Salesforce Flow Actions for Account Engagement

Labs
Get It Now

Save time with automated routine tasks

Let automated flow actions do the heavy lifting with routine data and admin tasks, so you can focus on maximizing impact. Use Flow Actions to automatically execute activities such as updating prospect record data for real-time insights, and create, update, or delete campaign assets.

Common use cases include, but are not limited to:

  • Automatically update data and handle admin tasks such as creating static lists and creating, updating, or deleting custom redirects.
  • Create custom redirects right from a Campaign screen to expedite the asset building process.
  • Use any Salesforce object, even custom ones, to trigger updates to a Prospect record.

Meaningful impact for your team

Expedite the campaign asset creation process.

Build assets in your flow of work when you initially design the campaign. Create custom redirects right from a Campaign screen to expedite the process.

Keep data accurate with prospect and list updates in real-time.

With Flow Actions, you can use any Salesforce object, even custom ones, to trigger updates to a Prospect record. Maintain accurate data with automatic updates.

Experience Flow Actions with this demo

Play Video