What to Expect from the New Salesforce Einstein Automate

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Cloud Insights and Innovation

Each year Salesforce promises a bigger and better Dreamforce. In the wake of 2020, this seemed hard to envision, with the pandemic forcing Salesforce to go all-in on a virtual event format. But the re-imagined “Dreamforce to You” did not disappoint when it came to unveiling new innovations and platform features, with one of the biggest being Salesforce Einstein Automate — a new offering that promises to change the speed of work for any organization with end-to-end intelligent workflow automation.

Here’s everything you need to know about Salesforce’s latest announcement and what to expect in the coming months.

What is Salesforce Einstein Automate?

First, what exactly are we talking about here? Salesforce describes Einstein Automate as “an end-to-end workflow automation solution that empowers people and businesses to be more productive by delivering automation capabilities designed for every business, function and industry that enable anyone in a company to build intelligent workflows and integrate data across any system with clicks, not code.” 

One of the main features of Einstein Automate is the new Flow Orchestrator, a workflow development tool that allows you to create workflows that then automate a variety of complex processes and approvals into effective, industry-relevant experiences for your users. 

Overall, the most notable capabilities of Einstein Automate include:

  • Low-code workflow development
  • AI-generated next steps and recommendations
  • AI-infused bots and flows
  • Ability to span multiple users and systems

Why is Salesforce Einstein Automate so Notable?

After a year that accelerated the pace of transformation to digital in a way no one could have foreseen and forced organizations to adapt to a new normal overnight, the type of accessible automation this new offering provides could not have come at a better time.

Ultimately, Einstein Automate benefits organizations by (1) introducing the ability to create automated and streamlined workflows with ease and (2) removing potential delays by applying AI-generated next steps and recommendations.

For a deeper look at what to expect from Einstein Automate and what makes it so powerful, check out these two great sessions from this year’s Dreamforce to You:

How Can Your Organization Use and Benefit From Flow Orchestrator?

Now it’s time for the reality check: What will be the actual impact of Salesforce Einstein Automate for your organization? What tangible improvements can you expect to see and how exactly will it change the current processes you have in place?

The list of answers to these questions goes on and on, but for most organizations it will start with introducing Flow Orchestrator to build and automate common workflows. Overall, Flow Orchestrator promises to unify multiple sources of data, provide guidance through AI-driven recommendations and notifications and spot bottlenecks and problems early on before they become too big.

Taking this even further, here’s a look at five of the top changes you can expect from implementing Einstein Automate’s Flow Orchestrator:

1) Increase productivity and save time

According to Salesforce, only 25 percent of IT leaders say their current technology maximizes employee productivity. This is a startling reality that has made new workflow automation technology a top imperative to increase productivity. 

Flow Orchestrator offers the much needed answer to this problem. Specifically, it gives your team the technology to easily automate complex, multi-user processes and approvals to save time on projects. In doing so, it gives your employees more time back to focus on strategic tasks that will add value to the business.

2) Easily automate anything (employee or customer workflows — you name it)

Most people can give you a laundry list of processes that are repetitive and/or highly manual but don’t need to be. These manual processes create bottlenecks, leave room for costly human error and are generally a pain to deal with (which can lead to both employee and customer churn). The problem is, automating them hasn’t been an accessible solution for most people.

Flow Orchestrator solves this problem by making it easy for your Salesforce users to automate anything, whether that’s internal workflows for employees, external workflows for customers or anything in between. It accomplishes this goal by adding intelligence to workflows and enabling users to introduce automation through clicks, meaning no technical or coding knowledge required.

3) Eliminate the need to juggle multiple systems, no custom code required

How many tabs do you typically have open on your computer? Most people are embarrassed to answer this question, but it points to a much bigger problem: Users spend their days jumping between multiple systems, pulling insights and data from a variety of sources and putting the outputs of their work in yet another group of systems.

Flow Orchestrator offers a centralized workflow to eliminate the need for users to jump between systems by unifying data and processes into a single flow. For example, it can orchestrate a quote approval workflow that spans sales, finance and professional services all from a single location. Importantly, this low code solution removes the barrier to entry for this kind of workflow, which has traditionally required the need to write custom code and have specialized resources to manage it. 

4) Elevate your workflows by easily integrating data

One of the keys to any kind of successful automation is data. As a result, it’s important that your team can easily integrate the necessary data into any workflows you might want to automate.

This imperative makes it no surprise that one of the main components of Flow Orchestrator is bringing data into Salesforce so that Einstein can process it effectively. By making this data integration easy, Einstein Automate offers the opportunity to take workflows to the next level by ensuring users can infuse a variety of data throughout these processes.

5) Increase visibility to get ahead of problems early

What if your team could spend less time putting out fires and more time in strategic areas? It would mean everyone was working on high priority tasks designed to help your business grow.

Flow Orchestrator makes this vision possible by offering monitoring tools to help your team be proactive in solving problems. Specifically, it provides the necessary visibility users need to identify issues before they become too big so they can take action quickly and efficiently, rather than waiting until the problem becomes much larger and therefore harder to resolve.

Ready to Get Started?

Einstein Automate’s Flow Orchestrator will go into beta in Summer 2021, and you can be sure organizations of all kinds will be clamoring for access. From the ability to simplify workflows and improve insights to the promise of working more efficiently, the opportunities for using Flow Orchestrator to go all-in on digital are brimming with potential.

Ready to learn more about getting started? AllCloud is a leader in data and AI intelligence as well as a Salesforce Platinum Partner. Contact our experts today to learn more about how we can help your organization prepare to best take advantage of Flow Orchestrator.

Amir Hunga

Read more posts by Amir Hunga