Migration from Standard Salesforce Flows to Lightning
Migration from Standard Salesforce Flows to Lightning
Customer Profile: A leading publisher of newspapers, selling 10.4 million newspapers each week and distributing an additional 6.7 million commuter and community titles.
Process Prior to Lightning Migration:
A) Subscription Process
This process contained 5-6 different screens in which Agents had to
- Select appropriate product/rate codes/payment terms
- Enter customer details
- Verify address details
- Enter payment related information
- Review confirmation screen summary with all details. Using real time integration, all the subscription details were sent to Customer’s system where Subscription was getting placed.
B) Updating Payment Details
This process contained 3-4 different screens in which Agents had to
- select Payment terms (Fixed/Auto Renew)
- select Payment type (Credit/Debit)
- enter payment information (i.e. Credit card/Bank account details etc.)
- review confirmation screen summary with all details.
Using real time integration, all the payment related details were sent to Customer’s system
C) Making a Payment
This process contained 3-4 different screens in which Agents had to
- select Payment terms (Fixed/Auto Renew)
- select Payment type (Credit/Debit)
- enter payment information (i.e. Credit card/Bank account details etc.)
- review confirmation screen summary with all details.
Using real time integration, all the payment related details were sent to payment gateway & Customer’s back end system.
Following are the gains for the customer from implementing Lightning for above processes:
1) Quicker Processes: The preview processes were designed using native Salesforce flows & agents had to navigate through multiple
screens to complete all steps. For example, in Subscription process, Agent used to select product type and then on next screen,
they would get list of all products. After selection of product, they would have to click next to select rate code & payment terms on
next screen. In the overall process, Agent had to navigate 10-12 different screens to complete process. Using lightning framework,
user experience is enhanced as the entire process can be completed in only 5 screens.
2) Easier Data Validation: In flows, data validation like credit card
number, phone number, email was happening on click of next
button, whereas in Lightning, such validation errors are thrown on entering values and not on click of buttons.
3) Easy Navigation: Using the navigation component in Lightning,
agents can easily switch to any screen during the process.
4) Repeatable Components: Many common components like
navigation bar, credit card, debit card, summary components were
created once & those were used in all 3 processes using Lightning
framework. In future, same can be leveraged in other processes as
well. This saves time for developers to configure the system.
Following are the gains for the customer from implementing Lightning for above processes:
