Workflow to Flow Case Study
Streamlining Salesforce: From Cluttered Workflows to a Clean Flow-First Org
Case Details
Industry: Fintech, specializing in financial operations
Company Revenue: ~ $1.2B
Solutions Implemented: Salesforce Service Cloud
Users: 50+
Project Duration: 4 Months
Delivery Model: Integrated partnership, working as an extension of the client team across the US and India.
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Business Challenges
- Salesforce org had become cluttered with too many workflows and unnecessary automations.
- Several workflows were overlapping, making logic hard to understand and maintain.
- Error tracking was difficult because workflows don’t offer proper debugging or visibility.
- Troubleshooting took longer since issues were scattered across multiple workflow rules.
- With Salesforce retiring workflows, the client needed a clean and timely migration to flows.
Bluvium Solution
- Identified all legacy workflows on the Case and Case Comment objects.
- Migrated 12 workflows on the Case object and 1 on Case Comment into just 2consolidated flows.
- Designed one After Create flow and one After Update flow to handle all automation needs.
- Built everything using low-code, making it easy for future admins to maintain.
- Improved debugging and error visibility using flow features like debug logs and error paths.
- Reduced automation complexity and improved system performance with flow-based logic
Business Value Delivered
- Clean, organised automation framework that’s easier to maintain.
- Faster and more accurate troubleshooting with centralized flow logic.
- Reduced operational overhead for both support and IT teams.
- Improved performance with fewer, optimized, and modernized automations.
- Future-proofed the org by aligning with Salesforce’s retirement of legacy workflows.
- Set a strong foundation for scaling additional automations in a controlled manner.
