As a reminder, the official terms are:
- Salesforce Flow —the product that encompasses building, managing, and running flows and processes.
- Flow Builder —a point-and-click tool for building flows.
- Flow —an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.
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 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 be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. …
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
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.
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 can we do with flow 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.
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 do I learn Salesforce flow?
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.
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.
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 Apex in Salesforce?
Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.
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-
Create seamless experiences with point-and-click builders
At the core of Salesforce Flow is the point-and-click Flow Builder that makes it easy to build complex processes. Build enterprise-scale automation with automated triggers, reusable building blocks, and prebuilt solutions.
Build self-service communities and guided forms
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.
Enterprise Mobile Applications from Salesforce
With Lightning Platform, featuring Force.com, 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.
What is Flow Orchestrator?
Salesforce Flow Orchestrator is a new Flow functionality that allows Admins to string a number of Flows and business processes together across multiple people. Rather than rebuilding your existing Flows to support the new feature, Flow Orchestrator has been built with your existing Flows in mind and allows you to use them in any new Orchestration.
Where Can I Find Flow Orchestrator?
To create a new Flow Orchestration, you’ll need to head over to the All + Templates section of the New Flow page. From here, you’ll see a Flow Orchestrator section with an Auto-launched Orchestration (Beta) and Record-Triggered Orchestration (Beta). At the moment, these are the only two ways to launch a Flow Orchestration.
How Can I Use Flow Orchestrator?
Creating a new Flow Orchestration is a very familiar process (using the templates in the menus above). To begin adding functionality to it, however, you’ll need to learn a few new concepts: Stages and Steps .
Using Decisions in Flow Orchestrator
It’s worth noting that you can configure the logic between Stages using Decisions, where you may want to skip specific steps depending on criteria.
Configuring Steps
Once the Stage has been completed, you can configure individual Steps.
Flow Orchestrator Work Guide
Once a User has been assigned a Screen Flow (ie. Interactive Step), they can access it by navigating to the Work Guide Component. You’ll need to add it onto the Lightning Page first, it’s called ‘Flow Orchestrator Work Guide’.
When Should I Use Flow Orchestrator?
There are a number of different ways that Flow Orchestrator could be used to benefit businesses.
3 Main Building Blocks of Flow
Elements:- If there is a need to perform logical actions such as assignments, decisions, or loops so the best way is to do it with the help of Elements. They are the individual building blocks of the Flow.
Types of Flows
Screen Flow: If you want to create a custom UI, it can be done with the help of Screen Flow. It can also help to guide users through a business process, and these business processes can be launched from Lightning Pages or even with the help of Experience Cloud and as well as with the help of quick actions and more.
What is Salesforce flow?
As a reminder, the official terms are: Salesforce Flow —the product that encompasses building, managing, and running flows and processes. Flow Builder —a point-and-click tool for building flows. Flow —an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.
What is flow interview?
A flow interview is a running instance of a flow. When you distribute a flow, users interact with individual interviews of that flow. This unit walked you through a simple example of a flow. You can customize that flow to do much more.
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.
Can you add fields to a flow screen?
You can add simple fields to your screens, like input fields and radio buttons as well as out-of-the-box Lightning components like File Upload. If you need more out of your flow screens, like custom navigation or information displayed in table format, build or install custom Lightning components. Logic.
