Flow Automation
AQBEE designs and implements Flow-based automation strategies that eliminate manual work, enforce business logic, and orchestrate processes across Salesforce clouds and external systems. From record-triggered automations and approval processes to screen flows and Flow Orchestrator multi-step workflows, we build maintainable, scalable automation architectures.
What We Deliver
Record-Triggered Flows
Automate actions on record creation, update, or deletion with before-save and after-save flows that enforce data quality, cascade updates, and trigger downstream processes.
Screen Flows & Guided Experiences
Build interactive, step-by-step guided experiences for complex data entry, onboarding wizards, and multi-object creation workflows with dynamic branching.
Flow Orchestrator
Design long-running, multi-step business processes with parallel branches, human approval steps, and background automation stages that span days or weeks.
Platform Event & External Integration
Trigger flows from platform events, external system webhooks, and scheduled jobs, enabling event-driven automation and cross-system process orchestration.
Error Handling & Governance
Implement fault paths, custom error handling, and logging patterns, with automation governance frameworks for naming conventions, documentation, and testing.
AI-Driven Use Cases
Automated Underwriting Workflow for Insurance
An insurance company uses Flow Orchestrator to manage the multi-step underwriting process — application intake, risk assessment, medical exam scheduling, approval routing, and policy issuance — reducing cycle time from 15 days to 4.
Einstein AI performs initial risk scoring within the flow, auto-approving low-risk applications and routing high-risk cases to senior underwriters with pre-populated analysis.
Employee Onboarding Orchestration
An enterprise automates the new-hire onboarding process with Flow Orchestrator — triggering IT provisioning, HR documentation, manager tasks, training assignments, and 30/60/90-day check-in scheduling.
Einstein GPT generates personalised onboarding welcome messages and training recommendations based on role, department, and location.
Order-to-Cash Automation for Manufacturing
A manufacturer automates the order-to-cash process with record-triggered flows — from CPQ quote approval to order creation, ERP sync via MuleSoft, shipment tracking, and automated invoicing.
Einstein Prediction Builder flags orders with high probability of returns or payment issues, triggering additional review steps in the flow.
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