In a fast-paced business environment, the minutes following a phone call are critical. However, manual updates often lead to "admin fatigue" and data gaps. By leveraging Salesforce Flow, you can automate these post-call workflows, ensuring your data stays clean and your customers stay engaged.

Depending on your Salesforce setup, you will likely approach this in one of two ways: using Sales Engagement (formerly High Velocity Sales) for high-volume outreach, or using Standard Record-Triggered Flows for general business processes.

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1. Automation for Sales Engagement (formerly High Velocity Sales)

Sales Engagement is designed for elite sales teams using Sales cadences. The goal here is to keep the rep moving through their "Work Queue" without manual interruptions.

The Mechanism: Use the Action Cadence Step Tracker or Voice Call objects as your trigger.

Key Use Case: Branching Cadences based on “Disposition Codes”. If a rep logs a call as "No Answer," Flow can automatically move the Lead to a "Wait" step. If they log it as "Meaningful Connection," Flow can automatically exit them from the current cadence and move them into a "Discovery Meeting" cadence.

The Benefit: It removes the guesswork for the salesperson. The system dictates the next best action based on the call outcome.

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2. Automation via Standard Record-Triggered Flows

For teams not using Cadences, standard Flows handle the heavy lifting of CRM hygiene and cross-departmental communication.

• The Mechanism: A Record-Triggered Flow that fires when a Task (Activity) record is marked "Completed."
• Key Use Case: Automatically changing a Lead Status from "New" to "Working" or creating follow-up tasks for a later date.

Leveraging Key Call Data for Your Flows

To make these automations work, our solution captures and pushes specific data points directly into Salesforce fields. You can use these as "Entry Criteria" or "Decision Points" within your Flow Builder:

• Disposition Code: This is the ultimate "Trigger." Use this field to branch your Flow. For example, if Disposition = 'Meeting Scheduled', the Flow can automatically convert the Lead and create an Opportunity.
• Call Purpose: Use this to categorize the automation logic. A call logged as "Discovery" might trigger a different follow-up email than a call logged as "Technical Support" or "Pricing Inquiry."
• Call Tags: These provide granular detail. If a call is tagged with "Competitor Mentioned," your Flow can automatically notify the Product Marketing team via Slack or add the Lead to a specific "Competitive Intelligence" campaign.

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Whether you are streamlining a high-velocity sales team or simply trying to keep your standard CRM data organized, Salesforce Flow is the engine that makes it possible. By automating post-call actions, you allow your team to focus on what they do best: talking to customers.

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