How do business use flow salesforce


Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process: Designing: The main reason they are called Visual Workflows is because Flows come with a drag-and-drop interface Flow designer.

A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.


How to create a flow in Salesforce?

  • Variables are where you can store data to use in the Flow. …
  • Collections are a group, or ‘list’, of Variables stored together. …
  • Constants are values you set once and never change. …
  • Formulae display a dynamic value depending on other values within your Flow. …
  • Choices are used within Screen Elements to display an option to the user.

How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone …

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

How to launch a Salesforce screen flow from a button?

  • Launch flows in a modal without leaving the page currently being viewed!
  • Hide or show button that opens the modal with the flow, with options for alignment!
  • Option to auto-launch the flow in the modal as soon as the component completes rendering!

What we can do using flows in Salesforce?

Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn’t possible out of the box, call Apex code from the flow. Connect your flow to an external database by using core actions or Apex actions.

What is the flow how Salesforce flow helps for business automation?

Meet Salesforce Flow. Salesforce Flow provides declarative process automation for every Salesforce app, experience, and portal. Included in Salesforce Flow are two point-and-click automation tools: Flow Builder, which lets you build flows, and Process Builder, which lets you edit existing processes.

When should you build a flow in Salesforce?

Whether you should build a flow depends on what kind of business process you’re trying to automate. Flows are useful for two major use cases: behind-the-scenes automation and guided visual experiences.

What is the use of lightning flow in Salesforce?

Lightning Flow provides definite process automation for every Salesforce app, experience, and portal. Lightning Flow has two point-and-click automation tools: Process Builder, which allows you to build processes. Flow Builder, which allows you to build flows.

What is the difference between flows and process builder?

The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can’t launch a process based on another process.

What are business processes in Salesforce?

The business process metadata type enables you to display different picklist values for users based on their profiles. This type extends the Metadata metadata type and inherits its fullName field. Multiple business processes allow you to track separate sales, support, and lead lifecycles.

What is the difference between flow and workflow?

Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren’t tied to any one object. They can look up, create, update, and delete records for multiple objects. You build flows using Flow Builder, which is a point-and-click tool.

How do I practice flows in Salesforce?

10 Salesforce Flow Best PracticesAlways Test Your Flows. … Consider Using Subflows. … Never Perform DML Statements In Loops. … Document Your Flows. … Never Hard Code Ids (Use Constants IF You Must) … Plan For Faults (And Handle Them) … Utilise Before-Save Flows for Same Record Updates.More items…•

What happens exactly when it flows?

Answer: The flow of materials can be through gaseous components or liquid components. The flow of materials in any particular direction can lead to the formation of currents in the region. In the case of liquids, the material flow can result in the formation of ocean currents and waves in the seas and oceans.

Can we call process builder from flow?

Flows, while purely a declarative tool, sit between Process Builder and Apex. In fact, Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow.

What are the three main building blocks of a flow?

Flow has three major building blocks known as Element, Connector, and Resource. With the help of these blocks, you can easily develop Flows. Element represents an action that Flow can use to display or collect information from the Flow user, create or update records, delete records, or loop logic.

Can we call Apex class from flow?

Flow Builder comes with a lot of functionality, but sometimes your flow needs to do more than the default elements allow. In that case, call an Apex class from your flow by using an Apex action.

What is Salesforce flow?

Salesforce Flow makes it easy to build visual experiences to collect user input and take action using out-of-the-box screen components. Create experiences such as self-service wizards to update a customer’s address or fill out an online application. Check out the Salesforce Flow Playbook to see how to get started.

How can companies enhance the customer experience and increase employee productivity?

Companies can enhance the customer experience and increase employee productivity with guided, automated interactions that can be embedded everywhere, whether on a desktop, mobile device, customer community, or external website .

What is Lightning?

With Lightning Platform, featuring, you can create productivity-driving enterprise mobile applications for your employees with drag-and-drop-point-and-click ease. You’ll be able to make branded mobile apps for business in just minutes. Even integrate your custom apps with any back-end system or database, like ERP. and Lightning Platform put your company just minutes away from powerful, custom built employee apps.

What is Salesforce flow?

Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have. If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow.

Why is Salesforce flow important?

The benefit of Salesforce Flow is that they are easy to maintain because anyone (assuming they know Flows) should be able to follow along with what you built.

How Do You Call a Flow in Salesforce?

To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule.

What is a variable in a flow?

Variables are where you can store data to use in the Flow. These can be Text, Number, Record, Dates, Currency, Boolean, or Picklists just to name a few. Collections are a group, or ‘list’, of Variables stored together. Collections allow you to process multiple records at once, or ‘bulkify’ your Flows.

What are the building blocks of a flow?

There are 3 main “building blocks” of any Flow: 1. Elements are the individual building blocks of the Flow. These perform logical actions such as assignments, decisions, or loops. There are also data elements that will query the database or commit record changes. 2. Connectors determine which element leads to which.

When do record triggered flows start?

Record-Triggered Flows begin when a record is created or updated, very similar to Process Builder (more on this later).

Can you edit a Salesforce record?

Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements. These will also dynamically display depending on the type of Flow you’re running. If you’re running a ‘before triggered’ Flow, you’ll only be able to use ‘Get’, for example.


Flow is a global commerce platform that enables brands and retailers to sell their merchandise to customers internationally by creating localized shopping experiences.

Integration Overview

Flow’s Salesforce Commerce Cloud cartridge enables a fast, easy, and simple back-end integration between a merchant’s Commerce Cloud site and Flow, immediately allowing for Flow to ingest the merchant’s product catalog and begin the harmonization and localization process.


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