InsightsJunction
Thursday 25 June. 2026 @ 12pm EST
Salesforce Simplified: Understanding Flows for Workflow Automation
Still using Workflow Rules or Process Builder in Salesforce?
Salesforce is retiring Workflow Rules and Process Builder, making Flows the future of Salesforce automation. While existing automations may continue to run, they will no longer receive support or fixes. In this webinar, Ammar will explain what’s changing, why Flows are more powerful than legacy tools and how to plan a smooth transition with minimal disruption. You’ll also see practical use cases and best practices for building scalable, future-ready automations in Salesforce.
LED BY
VP, Client Success
With 7+ years of Salesforce experience, Ammar specializes in delivering complex Salesforce Revenue Cloud (CPQ) solutions across Manufacturing, Insurance, and Benefits. A 10x Salesforce-certified Solution Architect and technical executive sponsor, he leads a team of 40+ consultants on high-priority projects, ensuring scalable, robust architectures. As Key Account Manager for CloudJunction’s Top 10 clients, he drives satisfaction through Quarterly Business Reviews and Adoption Clinics. Overseeing Client Success, Ammar manages a portfolio of 100+ international clients, ensuring seamless rollouts, onboarding, and training. He also collaborates with the CEO on business development and pre-sales strategy.
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.