Salesforce Decision Tree

Add interactive decision trees inside Salesforce

Providing great customer service is hard during periods of change and growth. Scaling up operations usually requires adding more people and investing in new tools. But when it comes to supporting your customers, automation can only help so much. There’s no technology in the world that can replace the human expertise, judgment and empathy that are critical to supporting your clients, products and services.

Speeding up your troubleshooting, returns, RMAs, and support processes is hard. You could automate the steps that can be done by a robot, but most cases require human judgment and decisions along the way. An ideal solution would accelerate manual workflows and include flexible automation so you can start with the level of automation that makes sense for each type of case today and gradually add more over time.

FlowEQ makes supporting your customers within Salesforce 10x faster with the perfect combination of interactive Salesforce decision trees and automated actions right inside your Salesforce screens. Our FlowEQ Process Acceleration Platform orchestrates data and automates steps behind the scenes while accelerating your agents through error-proof workflows.

Unlike solutions that require you to use a whole new system, disrupt how you work, or automate only the easy steps a robot could do – FlowEQ embeds within your Salesforce CRM screens, makes it easy to automate steps when you’re ready, and guides employees through the steps that require their judgment or expertise – faster.

Our customer service agents now troubleshoot issues 20x faster thanks to FlowEQ decision trees integrated right into our CRM screens."

John Doe, CEO
Acme Inc.

FlowEQ helps companies using Salesforce speed up support case workflows with interactive decision trees that help your teams get through cases faster and ensure SOPs are followed correctly every time.

Get through cases faster with automation of simple steps and guided workflows that walk agents through each troubleshooting process

Train and onboard new agents faster with Smart Flow decision trees embedded right into your Salesforce screens to guide them through workflows

Easily adjust to business changes using our easy-to-update and deploy Smart Flow Builder to create interactive decision trees that easily evolve with your business

Speed up returns and RMAs with pre-built connectors and triggers that automate actions across other systems (including e-commerce, billing, and e-signature systems) without an agent having to leave your Salesforce screens

Provide great customer service by speeding up your customer support processes, eliminating errors, and enabling your agents to do everything right within Salesforce
Ensure standard operating procedures (SOPs) are followed correctly every time with error-proof workflows, automations, and integrations that let your agents weigh in where their judgment is needed

Reduce escalations with interactive decision trees that walk agents through every scenario, and capture all the information needed, before escalating a case for higher-level support

Accurately gather product quality issues and route them instantly with premium integrations to Arena and other PLM and Quality systems without ever leaving Salesforce

Handle customer on-boarding, upgrades, billing questions, and other subscription plan changes all from within Salesforce with easy-to-use decision trees that can be customized for any process and connectors that automatically update your subscription management and billing systems

FlowEQ saves customers time and money everyday


Support tickets accelerated


Faster customer resolution




Faster agent

FlowEQ Process Acceleration Program

FlowEQ orchestrates data and automates steps behind the scenes while accelerating your employees through error-proof workflows. The FlowEQ Process Acceleration Platform is a no-code workflow automation software solution that helps you build interactive decision trees, ensure high-stake processes are followed every time, and measure and drive insights for constant improvement.

Pre-integrated with the other systems agents interact with every day

Ready to speed up your team’s recurring work? 

What are Salesforce decision trees used for?
Who needs decision trees in Salesforce?
How can Salesforce decision trees help customer service teams?
What should teams consider when evaluating Salesforce decision tree options?