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I will salesforce flow salesforce automation workflows lead routing tasks approvals CRM
Ethan.B
About this gig
Need to reduce repetitive work inside Salesforce?
I will build Salesforce Flow automation around your business processes so records, tasks, notifications and lead routing can be handled more efficiently.
I can automate lead assignment, record updates, task creation, notifications, conditional processes, approvals and other suitable Salesforce workflows.
I will first understand your trigger, business rules and expected result before configuring the automation.
Automation services include:
- Salesforce Flow
- Lead routing
- Lead assignment
- Automated tasks
- Record updates
- Notifications
- Conditional workflows
- Business process automation
- Workflow optimization
- Automation troubleshooting
Message me before ordering if your project requires complex automation, integrations or custom development.
Get to know Ethan.B
Ethan.B
Salesforce CRM Specialist, Flow Automation, API Integration and Administration
- FromUnited Kingdom
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English, Spanish, French, German
Need Salesforce CRM configured to reduce manual work, improve data quality, and streamline your business processes? I set up and optimize Salesforce fields, objects, Flow automation, lead routing, approvals, API integrations, webhooks, reports, and dashboards. I also handle data cleanup, troubleshooting, and CRM improvements. Whether you need a new setup, smarter automation, connected apps, or clearer reporting, I deliver practical solutions tailored to your workflows.
Ready to improve your Salesforce CRM? Message me today to discuss your needs and find the right solution for your business.
My Portfolio
FAQ
Can you automate lead assignment?
Yes. Lead routing can be configured around agreed criteria such as source, region, ownership or other business rules.
Can you automate tasks?
Yes. Suitable Salesforce Flows can create or update tasks based on defined conditions.
Can you fix an existing Flow?
Yes. I can review and troubleshoot an existing Flow within the agreed project scope.
Can you automate record updates?
Yes. Appropriate record updates can be included in the automation.
Can you build conditional logic?
Yes. Multi-condition workflows can be configured when the requirements are clearly defined.
