Unlock the power of Salesforce Flow in this hands-on workshop designed for CRM administrators and power users. Whether you’re looking to modernize legacy automations or build new processes that elevate recruitment and retention efforts, this session will guide you through practical, higher-ed–focused applications of Flow. All exercises are tailored specifically to TargetX tools and common CRM challenges in the admissions and student success lifecycle.

During this workshop, you’ll explore:

⌲  A guided introduction to Salesforce Flow: Understand how Flow differs from older Salesforce automation tools, learn essential terminology, and explore the Flow Builder interface.

⌲  An overview of key Flow types—Screen Flows, Record-Triggered Flows, Scheduled Flows, and Autolaunched Flows—with relatable TargetX and higher-education use cases.

⌲  Interactive, hands-on exercises where you will build your own Flow in a structured, supportive environment.

Beyond the Basics:

⌲  Learn techniques to automate smarter, streamline work, and reduce reliance on external tools or manual processes.

⌲  Explore advanced capabilities—including record cloning/reparenting child records during term changes, end of cycle clean-up, Source-to-Master replacement, and other scenarios common in student lifecycle management.

⌲  Practice analyzing real business processes to identify where flow can improve accuracy, efficiency, and user experience.

Note: This session complements—but does not replace—formal Salesforce Flow training. Additionally, this session presumes a foundational level of knowledge for Salesforce and TargetX.