See how Trailblazer Kenya Shakir uses Salesforce Flow to help her manage her finances and eliminate debt …
Here are highlights from article Automate This! — Manage Finances with Flow – Salesforce Admins
1. Use case:
– Consumer debt is up 10% since 2020.
– Popular ways to pay off debt: snowball method, debt avalanche, and debt consolidation.
– Wondered how Salesforce could be used for personal finance management.
– Built a flow to identify highest balance debt.
2. Solution:
– Created a Debt object to track debt as individual records.
– Used four fields from the Debt record: Balance, Interest Rate, Highest Balance checkbox, and Highest Interest Rate checkbox.
– Created a record-triggered flow to update Debt records.
– Used Get Records element to find all Debt records.
– Stored records in a record collection variable.
– Used Collection Filter element to filter out records with Highest Balance = True.
– Used Loop element and Assignment element to reset records with Highest Balance = True to False.
– Used Assignment element to store current record in a collection variable.
– Used Update Records element to update records.
3. Implementation:
– Used a flow to automate the identification of highest balance debt.
– Created a Debt object with necessary fields.
– Implemented a record-triggered flow for debt record updates.
– Used Get Records, Collection Filter, Loop, Assignment, and Update Records elements in the flow.
4. Benefits:
– Removed the need for manual analysis of debt accounts.
– Automated the identification of highest balance debt.
– Enabled efficient decision-making on how to tackle debt.
– Allowed for up-to-date tracking of debt records.
5. Conclusion:
– Automation can be applied to personal finance management.
– Salesforce and flows can be used to automate debt analysis.
– The solution provides a streamlined approach to debt management.
– Using Salesforce eliminates the need for manual calculations and analysis.
– Automating debt management helps in achieving financial freedom.
You can read it here: https://sfdc.blog/wdCzd
Source from admin(dot)salesforce(dot)com