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Common Service Cloud Channel Flows

By Salesforce Labs

Automate common business processes

Free  

Never requires payment

Try It
Requires
Service Cloud

This package includes several Flows that will help you get started with your Service Cloud setup, automating various processes that will get you up and running faster and leave your agents more productive

  • Check out the Flows available and see some of them in action

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
To install this package you will have to enable these features in Service Cloud: * Email-to-Case * Omni-Channel * Service Cloud Voice

App Details

Version
Service Cloud Common Channel Flows/Common Channel Flows 1.6 1.6.0
Listed On
07/05/2022
Latest Release
01/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/05/2022

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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