Conquer Flows enables you to integrate and utilize Salesforce Screen Flows in Cadence to natively implement advanced business logic directly within the Conquer Cadence components. This is useful for both agents and managers, leading to more streamlined processes, fewer clicks, and more robust data.
Note: Cadence Actions and/or Cadence Utilities components must first be set up in order to see the Screen Flow option.
Adding a Flow
Flows can be added on an entire Cadence or they can be added a specific Cadence step or touchpoint within a Cadence.
Three invocable classes can be called when you are creating your flows: StartCadence, ContinueCadence, and EndCadence.
There are two Lightning Web Components (LWCs) that can be called during the screen flows to display interactive interfaces which gives these screen flows even more flexibility and power:
- switchCadenceScreen, which opens up our “Switch Cadence” modal
- selectTouchpointOutcome, which is used to complete a touchpoint and end a cadence.
Assign Flows to a Cadence
To assign a Flow to a Cadence, navigate to the Cadence Options button and choose an option within the Assign Flows picklist in the General settings section.
Assign Flows to a Cadence Step
To assign a Flow to a Step, navigate to the step node within the builder and choose an option within the Assign Flows picklist.
Clickable Flows Icon
Previously if a Flow was associated with a Cadence and/or Cadence Step, if could only be launched by clicking the action arrow in Cadence Actions or Cadence Utilities & then clicking on the Select Flow option. Now users can click on the Flow icon directly.
Hovering over the Flow icon also displays the number of Flows that are available to select.
Example: Whole Cadence Screen Flow
You want sales reps to consistently populate correct Opportunity information and you want accurate reporting on which Cadences and Touchpoints lead to increased revenue. By adding a Screen Flow to a Cadence, you could guide agents to enter the correct opportunity information and, in the background, end the cadence that you are in and correctly tie in every field you need all without an agent's interaction.
Example: Cadence Step Screen Flow
You want agents to do research on a prospect before taking any action, so you created a research cadence step. A step-specific Screen Flow can require the reps to fill out the required information on the record before moving to the next step. It condenses the research into a simple screen that makes it easy for them to input the needed information and benefits the whole organization by ensuring data quality.
Note: To setup in-line screen flows you need to call to the TouchpointId variable rather than the RecordId in your flow setup.