How to Turbocharge Your Employee Experience with Salesforce Automation
Amazing consumer technology has changed our expectations for technology forever with seamless experiences offered by social, mobile, smart and connected apps. I can turn on my TV, change the thermostat, or play my favourite songs at home — all without lifting a finger, thanks to voice assistants and voice applications. Yet, back in our offices, it can even be hard to access the employee intranet on my phone.
Enterprises need to rethink their employee technology strategies as investing in better employee technology is not just about making the employees happier. When you provide every employee with better digital workplace experience, you get more productive, efficient employees, which in turn drives business growth. In fact, on average, it can increase a company’s revenue by 30%.¹
Seamless employee experiences are powered by automated processes
These seamless experiences we embrace are powered by process automation. When we take a look at every stage of an employee’s journey at a company, from recruiting to advocacy, there are many processes involved that can either be a source of frustration or a point of innovation that enhances employee productivity. For example, having the right onboarding experiences, such as New Hire Journey and Onboarding Plan, help new employees successfully acclimate to your company’s culture and processes.
But the reality is that delivering a seamless, automated process is difficult. There are many things to consider. You first have to model the business logic into a digital workflow, then you need to integrate systems of data that the workflow touches so you can create a powerful, integrated workflow. Then you have to surface your digital workflows in beautiful UX and screens to your users wherever they are: whether they are using a desktop, mobile, internal apps or external portals.
The path to automated business process has been notoriously challenging, time-consuming, and requiring lots of code. This, in turn, leads to a build-up of a backlog of automation requests.
Lightning Flow makes it easy to build seamless employee experiences
Salesforce’s automation service, Lightning Flow, makes it easy for companies to increase business productivity and enhance user experience with automated processes. Trailblazers can design processes using point-and-click automation builders, connect the process across data sources, and deliver a seamless experience everywhere. With a wide array of pre-built automation solutions on the AppExchange, you don’t even have to build from scratch.
At the core of Lightning Flow are the two point-and-click builders that make it easy to build complex processes. Flow Builder is designed to create processes with visual experiences or with complex logic while Process Builder is designed for behind-the-scenes, criteria-based automation.
Let’s take a look at a screen-based automated process built using Flow Builder to turbocharge the employee onboarding experience.
An example: automated employee onboarding
Jason Teller, Senior Director of Product Management, Salesforce Automation, went into details of how he created a seamless onboarding flow in a recent webinar. He walks through a typical onboarding process that normally would require a lot of manual workflows and how he used Flow Builder to completely automate the workflows involved. Check out some of the elements of the flow below:
Collecting new employee information: A new hire confirms his contact information and fills out any required information via an employee portal.
Provisioning equipment: The hiring manager selects the equipment for the new employee as needed such as a laptop, desktop machine, or mobile phone.
Sharing communication channels and files: The hiring manager selects relevant Slack channels, Quip folders, and files to share with the new employee.
To see how Jason turbocharged the onboarding experience and get a sneak peek of all the new Lightning Flow features we are releasing in the upcoming Winter ’20 release, check out the on-demand webinar!
¹ Salesforce Customer Success Survey conducted from 2016–2018.
