What is flow in salesforce with example


Auto launched flow in Salesforce. As name suggests these are flows which can be launched automatically based on certain conditions or situations. For example, we can call a flow from process builder, when there is any DML occurs like (Insert, Delete, Update) or we can call the flow if there is any platform event occurs.

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. For example, create a guided tutorial or wizard with screens.


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 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!

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.

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What can we do with 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 are flows in Salesforce lightning?

Flows: Flow is a very powerful business automation application that can collect, create, update, edit, and delete Salesforce Data. It will execute logic, call Apex classes while interacting with the Salesforce database, and guiding users through screens for collecting and updating data as per business requirements.

When should I use flow in Salesforce?

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.

What is difference between workflow and flow in Salesforce?

A flow is an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. 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.

What are the types of flow?

The Different Types of FlowPhysiological occurrenceFlow directionOscillatory laminar flowAccepted as a means of turbulence simulation using flow chambersPeriodically changingTurbulent flowRare, during pathophysiological processesChanging3 more rows

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.

How many types of flows are there 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.

How do I learn Salesforce flows?

0:206:47Salesforce Lightning Flow Builder Complete Course – YouTubeYouTubeStart of suggested clipEnd of suggested clipTool that will be available to you will be flows. So if you have not learned about them then this isMoreTool that will be available to you will be flows. So if you have not learned about them then this is the time that you must learn about flows. So flows are being used by not only admins.

Which three are characteristics of flow?

The three most common types of flow characteristics are quick opening, equal percentage and linear.

Can we send outbound message using flow?

In a nutshell, Flows are used to send outbound messages. Outbound Messages are available as an action in the Flow Builder to enable you to send messages to the end-point (External Service) in the form of XML (Extensible Markup Language). You can configure outbound messages from Setup.

How do workflows work in Salesforce?

Workflow Rules in Salesforce Workflow in Salesforce is basically a container or business logic engine which automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will get executed.

Can we update child record using workflow?

When parent got updated then you can not update child record by workflow. and when child got updated then parent can be updated.

What is Salesforce Flow?

Flow is a very recent and marvelous business automation tool that can control information in Salesforce in an assortment of ways. Such an application can be made ideal from the organization’s setup with simply drag-drop/point-click. The simplicity of making flows makes it the main go-to apparatus with regards to complex business prerequisites.

What Features are included in Salesforce Flow?

On the left half of the Flow Designer, we get 3 tabs: Palette; Resources; Explorer.

What are the main aspects of a Flow creation process?

There are three primary aspects of a Flow creation process in Salesforce, they are-

What is a Loop in Salesforce Flow?

A Loop is a Salesforce Flow element that is used to iterate through a number of items in a collection variable.

How to Create and Use a Loop

Let’s use this scenario: An Account has an Active__c Checkbox field, as does the Contact object. Your manager has asked you to create a Flow that marks all child Contact records as Active or Inactive, based on the value of the Account’s field.

Best Practices When Using Loops in Salesforce Flow

While creating the above Flow, we’ve already discussed some best practices that need to be taken into account while using Loops in Salesforce Flows. Let’s reiterate and go into further detail:

Summary and Further Learning

In the above example, you learned how to use Loops in a Flow and also some key best practices to keep in mind, when using Loops. If you’d like to learn more about using Loops and using Flows in general, there’s a few options I’d recommend.


Top Tips For Salesforce Flows

When building Flows, I stick to a set of rules that are inspired by Salesforce best practice: 1. Do not hard code IDs. Salesforce IDs are unique to a specific org for the most part and as such should not be referenced directly. Instead, use a ‘Get Records’ component to dynamically find the necessary record and then use the re…

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Some Real-Life Flowspiriation

  • From my own experience I’ve seen the good, the bad and the ugly when it comes to Flows. Here are some of my top picks of the good:

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  • Like all systems, there are limitations with Flows such as issues with Owner fields on Screen Flows and difficulties with parsing Multi-Select Picklist Values that it would be nice for Salesforce to resolve longer term. However, I’m still very excited about Flows and what’s to come as from the last few releases there are pages of new features with more each release. Salesforce is heavily i…

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