You will get Salesforce Flows creation or migration from Workflow or Process Builder


Project details
One of the easier transitions is to help customers who understand their workflows or process builds and migrating those existing business processes into the new Salesforce Flow feature with training to compare the two automations.
I completed my Salesforce Process Automation Specialist superbadge in 2018 after several years of helping companies move the various types of setup into the Salesforce flow feature. For the past several years, I have helped customers with Flow setup from customer communication journeys, case SLA strategies, or screen-flows for lead generation for Sales teams, Customer online ordering processes through the community, or custom process flows working with native Salesforce features like Surveys or Lead Conversions, I have worked with all variations of Flows from scheduled flows, user event activated flows, and custom button actions or components from the UI. I enjoy sharing my knowledge and helping others learn the power this declarative tool offers while working just as well as apex coding for certain requests
I am also happy to evaluate requests for bulk actions in determining if Flows can handle certain workloads versus the need for Apex.
I completed my Salesforce Process Automation Specialist superbadge in 2018 after several years of helping companies move the various types of setup into the Salesforce flow feature. For the past several years, I have helped customers with Flow setup from customer communication journeys, case SLA strategies, or screen-flows for lead generation for Sales teams, Customer online ordering processes through the community, or custom process flows working with native Salesforce features like Surveys or Lead Conversions, I have worked with all variations of Flows from scheduled flows, user event activated flows, and custom button actions or components from the UI. I enjoy sharing my knowledge and helping others learn the power this declarative tool offers while working just as well as apex coding for certain requests
I am also happy to evaluate requests for bulk actions in determining if Flows can handle certain workloads versus the need for Apex.
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$25
|
Standard
$50
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Number of Revisions | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$10
Training 1hr
+$20
Flow Testing 1hr
+$25
Flow Troubleshooting 1hr
+$30About Julia
Salesforce Consultant, Analyst, Data Architect, Certified App Builder
100%
Job Success
South Royalton, United States - 5:21 pm local time
I have been a Salesforce Trailblazer since 2015 with 18 Superbadge Specializations and Triple Star Ranger status with over 350+ badges and becoming an AI Agentblazer in 2025.
My Services Include:
Setup of Core Functionality
• Sales, Service, or Experience Cloud
• Einstein Activity, Search, or Scoring
• OmniChannel
• Roles / Hierarchy / Territories
• Multi-currency
• Multi-Factor Authentication MFA
Data Management
• Import/Export of Data
• Security & User Access
• SOQL Queries & Workbench
• Reporting / Dashboards / Analytics
Customizations:
• Objects/ Big Objects & Fields
• Data Types
• User Interfaces
• Applications
Automations for:
• Business Processes
• Data Management
• Communications
Features:
• Flow Automations
• Communities / Digital Experiences
• Marketing Microsites
• Partner Portals
• SFDX / Salesforce CLI
• Visual Studio Code
Training / Consulting:
• Core Functionality
• Best Practices
• Featured Setup
Steps for completing your project
After purchasing the project, send requirements so Julia can start the project.
Delivery time starts when Julia receives requirements from you.
Julia works on your project following the steps below.
Revisions may occur after the delivery date.
Review
Review of existing setup and details provided. Follow-up questions to prep for work. Outline will be provided of the business process and configuration to be completed for sign-off.
Build
Setup up new Flow and documentation on custom configuration.
