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What is Salesforce flow?
San Francisco — April 27, 2022 — Today at TrailblazerDX, Salesforce [NYSE: CRM], the global leader in CRM, announced new innovations in Salesforce Flow, the complete suite of automation technologies, to help customers quickly automate any complex business process on the Salesforce Customer 360 Platform.
How many workflows do customers use Salesforce each day?
Salesforce customers run 44 billion workflows and processes daily More than 900 out-of-the-box workflows, bots, and RPA solutions from partners like Chargent, GetFeedback, and 7Summits will be available via the Salesforce AppExchange for use across clouds and industries
What’s new in Salesforce’s new’sections’feature?
This means Salesforce will support it as an official feature, and you can feel much more confident when using it in Production builds. ‘Sections’ allows you to configure your Flow Screens with multiple columns, making for a much nicer end-user experience. 3. Improve Your Performance with New Flow Interview Log Entries Limit
How do I create a flow in Salesforce Lightning?
In Lightning Experience, it is found under Process Automation | Flows. Click on “New Flow.” Select Record-Triggered Flow. For those using Salesforce Classic, flow can be found in Create | Workflows & Approvals | Flows. Select the Record-Triggered Flow and click the Create button.
Is changed in Salesforce flow?
If the condition with the Is Changed operator is True, then the flow executes the outcome when the field value is changed. If the condition is False, then the flow executes the outcome when the field value isn’t changed.
How do I know if my record is new in flow?
In the flow, we would configure the following flow resources. A. We need to create a formula resource called NeworWorkingCaseFormula to determine whether the case record is new and the status is “New” or the case record is changed and the status is “Working.” If this evaluates to true, then the resource is set to true.
Is New () in Salesforce?
ISNEW() will check if the formula you create is running when a new record is created and will return TRUE if it is. If the record is being edited, the function returns FALSE.
What is new resource in flow of Salesforce?
In Flow Builder, the Manager tab displays the resources that are available in the flow. You can create some resources by clicking New Resource. Some resources, such as global constants and global variables, are provided by the system. Other resources are created when you add an element to a flow.
Is new function in process builder?
With Process Builder you define the process is fired on “Created” or “Created or Edited” and then a checkbox is available for each criteria to select if we want to have it only when it’s subsquently meets criteria.
How do you update record in flows?
Identify Salesforce records to update, and set the values to change in those records. To do so, use the IDs and field values stored in a record variable or record collection variable, or use specify conditions to identify the records and set the field values individually.
How do you check Isinsert or Isupdate in flow?
In a before-save flow (i.e. “fast field updates”), you can check if the Record ID is null.In an after-save flow (i.e. “actions and related records”), you can check if the Created Date was changed.
What is Priorvalue in Salesforce?
The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated.
IS NULL operator in flow Salesforce?
For a flow condition, use the is null operator to check whether a value is null . If the condition compares two text variables, make sure that their default values are either correctly set to {!$ GlobalConstant. EmptyString} or left blank ( null ).
What’s the difference between Salesforce flow and flow builder?
In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.
How many types flow in Salesforce?
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.
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.
1. Auto-Layout Enhancements
Auto-Layout is a fairly recent addition to Flows, but with Spring ‘22 it is the default layout for new Flows.
2. Flow Trigger Explorer
Flow Trigger Explorer is a new feature that allows Admins to see and manage all Record-Triggered Flows on a per-object basis. If you’re ever in an org with a lot of Flow-based automations and are experiencing unexpected automated functionality, you may find there to be an older (but still active) Flow running that you’ve forgotten about.
3. Record Collections Can Create Choice Options
Previously collected Record Collections can now be used to create Collection-based Choices to be used in Screen Flows.
4. Collection Filter Element
Filter out unwanted data without having to re-query or use a more complex filtration method. Now, with Collection Filter, you can specify conditions that you’d like to remove from a collection. In the example below, I’m removing all Cases from my previouslyCollectedCases Collection that hold a Status of ‘Closed’.
5. Updates to Screen Flow Fields
The Fields feature of Screen Flow supports the ability to add Phone, Email, and Picklist fields now where it previously couldn’t.
6. Manage the Order of Execution of Record-Triggered Flows
In an org that has multiple Record-Triggered Flows per object, it’s important to have some form of ability to specify which Flow should come before another. That’s where the new Trigger Order field on the Flow’s Save page comes in.
7. Open Subflows in Flow Builder Directly from the Parent Flow
There’s now a quick and easy way to open a Subflow directly from the parent Flow. Simply click the Subflow element, then click Open Reference Flow. Voila!
When will Sections be available in Salesforce?
‘Sections’ was released in beta in Spring ‘21, but it’s now publicly available in Summer ‘21! This means Salesforce will support it as an official feature, and you can feel much more confident when using it in Production builds.
Can you have a five times larger flow canvas in Salesforce?
This isn’t an issue I had previously come up against, but no doubt it would have been at some point in the future if Salesforce hadn’t updated the tool. In Summer ‘21, you can have a five times larger Auto-Layout Flow Canvas when building your Flows. More elements, more complexity, MOAR POWER!
