1/22/2026 · 10 min read
salesforceopenaiflowvoice-agentai-automationno-code
This article outlines how Salesforce professionals can leverage OpenAI and Salesforce Flow to build a voice agent that automates CRM record updates, dramatically reducing post-meeting administrative tasks for sales reps. It details a step-by-step 'no-code' prototype and introduces an enterprise-ready alternative.
This article outlines a simple workaround to incorporate a branded letterhead into emails sent from Salesforce Flow. It addresses a common challenge in maintaining brand consistency in automated communications.
This article highlights the critical importance of populating description fields in Salesforce Flow, often neglected, as the simplest form of embedded documentation. It explains how detailed descriptions enhance understanding for both humans and AI tools, ensuring Flows remain maintainable and contextually rich.
Salesforce's Spring '26 release introduces a new Kanban Board screen component for Flow, promising enhanced visual process management capabilities within automated workflows.