Common Service Cloud Channel Flows logo

Common Service Cloud Channel Flows

By Salesforce Labs

Rating
1.0
Reviews
3
Pricing
Free
Listed since
2022

About Common Service Cloud Channel Flows

Automate common business processes

This package is designed to help you get your Service Cloud environment up and running even faster, while providing best practices and common automations that will improve your productivity and wow your customers.

What does this package include? So glad you asked! It includes 11 Flows, 7 of which are record triggered flows, which are called by system events, such as records being created or updated. Some of the great automations that this package will help with, include

  • Ensuring a Default Entitlement is applied to every case
  • Automatically completing milestones and updating case status when an email reply is sent out
  • Transitioning cases to a working status once work is accepted in Omni-Channel
  • Updating the case owner field so that it matches the channel record owner
  • Notifying Case owners of a new email related to the case they own
  • Automatically associate Contacts or Leads to Voice Calls or Messaging Users based on their phone number
  • And many suggestions for improvements to these flows based on your business needs

Highlights

  • Automate Entitlement processes by ensuring one is always applied, it is paused and resumed based on case status and milestones are closed off based on agent actions
  • Ensure cases are kept in sync with channel work, so owners are updated when work is accepted, and the status is transitioned to a working state automatically
  • Associate Contacts or Leads to Voice Calls or Messaging Users automatically based on phone number

Screenshots

Automate common Service Cloud processes

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Automate common Service Cloud processes

Pricing

Free.

Compatibility

Requires
  • Service Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on July 5, 2022
Languages
  • English