How to access flow builder in salesforce


  • Login to your MessageBird Dashboard.
  • Click Integrations on the taskbar on the left.
  • On the Salesforce panel, click Add Integration.
  • Follow the guided steps to connect Flow Builder to Salesforce. Pay close attention to Step 2, as it will guide you through the steps you need to complete on the …
  • Once the connection has been authorized, you can use the three Salesforce Flow Builder steps in your flow!

To find the Flow Builder in Salesforce (Lightning) navigate to Setup > Process Tools > Flows.Aug 11, 2021


Table of Contents

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 to build Salesforce diagrams?

  • Who you are. Put your logo in the top left to frame the diagram. …
  • What the diagram represents. Give your diagram a title in the provided space so it can be quickly understood. …
  • Why your audience should care. …
  • How your audience will interpret the diagram. …

How to create a flow in Salesforce Lightning?

Under The process starts when, select A platform event message is received.

  • Under Process Name, enter Notify On Checkout Intermediate Notification Event.
  • For API Name, enter Notify_On_Checkout_Intermediate_Notification_Event.
  • Under The process starts when, select A platform event message is received.

What is the process builder in Salesforce?

Salesforce announced late in 2021 that workflow rules and the Process Builder would be added to the retirement calendar (calm down, everything you need to know is here). If you’ve been following the release notes for the last year or so, you noticed that …


How do I activate flow builder?

Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.

How do I launch a flow from process builder?

To launch a flow from a process, you must create and activate the flow. The flow must be autolaunched. Enter a name for this action….Set a value for the flow variable.For collection variables, use the text entry field to specify a value. … For record variables, use the field picker to select an ID field.More items…

How do I see flows in Salesforce?

You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.

Is flow builder available in lightning experience?

The Flow Builder is available in Lightning Experience and Salesforce Classic in for Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

What’s the difference between Salesforce flow and flow builder?

Flows can provide screens to guide users through your business process. Flows aren’t tied to any one object, but they are record-centric. 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.

Can a process builder launch a flow?

A flow action is a Process Builder that launches a flow. With flow actions, you can automate complex business processes, create flows to perform logic, and have events trigger the flows via process builder—without writing code.

How do I edit flows in Salesforce?

To edit the properties of a flow:From Setup, click Create | Workflow & Approvals | Flows.Choose one of the following options: Click Edit next to the flow name. Click the flow name, and then click Edit. Click Open next to the flow name, and then click. .Edit and save the flow properties.

How do I use Salesforce process builder?

Process Builder in SalesforceButton Bar. Use the button bar to collapse and expand actions, clone the process and activate/deactive the process.Canvas. Canvas is a main workplace for the process.Add Objects. … Criteria nodes. … Actions. … Create a Record​ … Update any related record. … Quick Actions.More items…

How do I run a flow in Salesforce?

Required Editions and User Permissions Open the flow in Flow Builder. Click Show Advanced. For How to Run the Flow, select a system context.

How do you activate lightning flow?

Only active flows are available in the Lightning App Builder, so first activate the flow….Activate Your Flowfrom Setup, enter Flows in the Quick Find box, then select Flows.Click Quick Account.From the button bar in Flow Builder, click Activate.

How do you add a flow to lightning component?

To embed a flow in your Aura component, add the component to it. When a page loads that includes a flow component, such as Lightning App Builder or an active Lightning page, the flow runs. Make sure that the flow doesn’t perform any actions – such as create or delete records – before the first screen.

How do I create a workflow in Salesforce lightning?

Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you’ll create a new rule – this rule will be a task creation trigger.

What is flow builder in Salesforce?

Flow builder in Salesforce is an automation tool that is used to automate the business requirement process. Flow builder is similar to Workflow Rule and Process Builder with some advanced functionality in Salesforce. There are additional features included in the flow builder which decrease the code for fulfilling the business requirement with the automation process.

How many actions are there in the workflow rule?

In the Workflow rule, there are only four actions that automate your business process and in Process builder only 11 actions are extensions of the workflow rule.

Can Process Builder work on more complex actions?

Process Builder only on a single Object and object which are related to this Object. Process Builder cannot work on more complex actions. Process Builder cannot work on Deleting a set of records. Process Builder cannot work on custom roll-up summary action.

How To Create Flows with the Enhanced New Flow Window and Start Element

The flows are made (an organization or system) more efficient and effective by employing faster or simpler working methods, the process for creating Autolaunched flows with triggers. You now see the options to create a record-, schedule-, or platform event–triggered flow upon clicking New Flow in Setup.

Where Flow Builder Change Applies

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why Flow Builder Is Important

Previously, it wasn’t obvious how to add a trigger to an Autolaunched flow. You had to know to open the Start element and add the trigger there. Also, it was easy to introduce errors by adding trigger-incompatible elements to the flow before adding the trigger.

How To Setup Flow Builder

A schedule-triggered flow starts at the specified time and frequency for a batch of records. Understand the considerations and special behaviours of scheduled flows.

A. Send an Email

This tutorial covers how to create flows, how to send an email from a flow, and the different types of flows that you can create.

B. Get a Record and Use It

This tutorial covers how to use the Get Records element to query a single record in Salesforce, how to use variables to temporarily store this data in your flow, and how to use a Text Template with an email to display formatted text with merge fields.

C. Get Multiple Records and Loop Through Them

This tutorial covers how to use the Get Records element to retrieve multiple records from Salesforce, how to use collection variables, and how to use the Loop element to repeat an action on all of the retrieved records.

D. Decisions, Related Records and Buttons

This tutorial covers how to use the Decision element to choose which path your flow should take based on a picklist value on a record. It also covers how to add a screen to your flow to show information to a user, and how to create an object-specific Flow quick action to launch your screen flow from a button on record detail page in Lightning.

E. Screen Elements

This tutorial covers how to configure different types of screen components such as choices, picklists, radio button groups, and checkboxes, so you can get the right kinds of data from your users in an interactive screen flow.

F. Roundup of Other Flow Features

This tutorial covers how to create more advanced logic in flows using formulas. It also shows how flows can be extended using flow actions, AppExchange, and more.

Flow Basics

Explore Flow Builder and learn when to use flows to automate your business processes.

Build a Simple Flow

Use Flow Builder to capture and update contact information with a flow.

Flow Builder

Get to know Flow Builder and learn to automate your business process with a flow.

Learning Objectives

List declarative options for distributing screen flows and autolaunched flows.

Activate the Flow

Only flow admins (users with the Manage Flows permission) can run inactive flows.

Distribute the Flow

Users can’t run anything if they don’t know where to find it. Put the flow somewhere useful so they can discover it.

Add the Flow to the Home Page

From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.


Congratulations! Earlier in the Build Flows with Flow Builder trail, you created a flow made up of screens, logic, and actions, as well as variables and other flow resources. Now you’ve tested that everything is working properly, and made sure the flow is accessible to the right users.

What are the building blocks of a flow?

Every flow is made up of three building blocks: elements, connectors, and resources . Elements (1) appear on the canvas. To add an element to the canvas, click and drag it there from the toolbox. Connectors (2) define the path that the flow takes at runtime. They tell the flow which element to execute next.

What is resource in flow?

Resources are placeholders that you reference throughout your flow. For example, look up an account’s ID, store that ID in a variable, and later reference that ID to update the account.

How does logic work in a flow?

If you use logic elements to evaluate or manipulate information in your flow, the resulting data can’t be accessed after the flow finishes. Use an action to store that data somewhere outside of the flow. Actions.

What is a toolbox in a flow?

Toolbox (1) The toolbox contains the elements and resources you use to build your flow. From the Elements tab, add new elements, like Screen and Create Records, to your flow. From the Manager tab, create resources, such as variables, stages, and choices, to use in your flow. Or view a list of all elements and resources that you’ve added to the flow.

What is a canvas in a flow?

Or view a list of all elements and resources that you’ve added to the flow. Canvas (2) The canvas is the working area, where you build a flow by adding elements. As you add elements to the canvas and connect them together, you see a visual diagram of your flow. Whether the flow is active or not.

Create a Flow

To create a Flow, Search for Flow in Quick Find Box in Setup Home; Click on Flows under Process Automation. On top of the list of Flows, click on “New Flow”. This launches a Flow Builder.

Routing a Flow

To control the execution order of the elements in a straight and/or a conditional path, each element should be connected to the next element through a connector. To set the connection of the elements, drag the node at the bottom of the source element onto the target element.

Remove Connectors from a Flow

Once the connection between two elements has been set, it cannot be changed. To make changes to the path a Flow takes, the connector needs to be deleted.

Reading Data from External Systems

Within a Flow, data from external systems can be pulled using Platform events, external objects, Lightning components, Enhanced External Services, or Apex. The below table will help understand ways through which data can be accessed/updated in External systems.

Cloning Data using Flows

Create elements can also be used to Clone data. To clone a record data, copy the desired set of information of the original record (except ID) into a new record variable and, using the create element, create a new record entry in the system (assuming no conflict of unique value).

Updating Data using Flows

Records can be updated through either an Update Record element or the Update Record Quick Action (if configured). However, within the Update record element, there are different ways to update a record. The below table will explain.

Approval Process

Salesforce Approval Process is a set of automated processes that can be leveraged to set up business approvals within Salesforce. Salesforce allows users to submit records for approval on pre-defined criteria to approvers who are users in their Salesforce instance. Each approval process and its criteria are bound to a single object.


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