When should you build a flow in salesforce


Salesforce flows can be created and used when you need to automate complicated business processes. However, it is important to determine the kind of automation required before building a flow. For this, users need to determine where the data required for the concerned process originates from and where it is required to go.

After you model the process that you want to automate, design and build the flow in Flow Builder. Before you activate a flow, test it thoroughly to make sure that it works as expected. Once you’ve designed and tested your flow, it’s time to put it to work!


When should you use Salesforce flow?

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. The use cases for Flow are endless, and its capabilities are growing with every Salesforce release.

What is the difference between Salesforce flow and flow builder?

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.

What is flow in Salesforce Lightning?

Lightning 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.

When do you do something in Salesforce?

Do something in Salesforce when you have the necessary information (perhaps collected from the user via a screen). Flows can look up, create, update, and delete Salesforce records.


What are Salesforce flows used for?

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.

Should I use flow or process builder?

With recent updates, everything you can do in Process Builder can also be done in Flow Builder—but Process Builder is a lot simpler and easier to use. So, Process Builder is generally a good way to introduce simple automations, while Flow Builder is a better choice for more complex automations.

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.

Is flow faster than process builder?

Because of the additional DML in Process Builder, the time consumed can significantly increase based on the automation setup in the org. And this is one of the most important reason why Before-save Flows are way more performant than Process Builder.

When should I use process builder?

When to use Process Builder vs. Workflow RulesIf the first set of criteria is not met and another set of criteria needs to be evaluated.Information is sent to a Flow.Posting to Chatter.Quick Actions need to be performed.More items…

When you should select workflow over process builder Salesforce?

The reason you may pick a Workflow rule over Process Builder, besides for the Outbound Message, is if your logic is simple or does not matter the order that is hit in comparison to other Workflow rules(see this article on Order of Operations for more information).

Are Salesforce workflows being retired?

At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation. While your current Workflow Rules and Process Builders will continue to run, you will not be able to create new automation using these tools. Instead, you’ll have to create new automation using Flow.

Can a flow send an outbound message?

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 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.

Is Salesforce getting rid of process builder?

In June 2020 Salesforce officially changed their recommendation to say that Process Builder and Workflow Rules would no longer receive product updates, and Salesforce Flow would henceforth be considered the new tool of choice for declarative process automation.

Is flow replacing process builder?

Flows can now call other sub-flows, a much-longed-for replacement for Process Builder’s ability to call flows. Flow supports a variety of ways to track what has changed during a record-update.

What is the difference between workflow and process builder and flows?

Workflow is used to perform only 4 actions automatically and is based on a single if-then condition. Process builder is the advanced version of workflow and can work upon multiple if then conditions and also there are many more actions available in Process builder.

1. Always Test Your Flows

I often preface my tutorials with ‘Always build in a Sandbox or Developer Environment’ – and this one is just as important. Make sure you test your solution THOROUGHLY before pushing it into Production.

2. Consider Using Subflows

A Subflow is an Auto-launched Flow that is called from one or more parent Flows. They often have at least one variable that has been made available for Input and another that has been made available for Output.

3. Never Perform DML Statements In Loops

I harp on about this a lot too – Never EVER perform a DML Statement inside of a loop. This means never performing a repetitive Get, Update, Create, or Delete (the pink Data elements) inside of a Loop.

4. Document Your Flows

It is inevitable that your Flow will be viewed by other Salesforce Administrators and potentially Consultants. You should always create supporting documentation to make it easier for them to understand what your Flow does and the key elements and functions that it performs, to make their job of maintaining the org easier.

5. Never Hard Code Ids (Use Constants IF You Must)

The beauty of Flow is that it has the ability to reach out and get specific information. As a result, you should be able to access things like Record Ids or Record Type Ids with ease, without having to hardcode them.

6. Plan For Faults (And Handle Them)

Faults and errors are bound to happen when working with Flows and other automation. As such, it’s important to make sure they’re handled correctly.

7. Utilise Before-Save Flows for Same Record Updates

This is one of the three key takeaways from the Record-Triggered Automation page of the Salesforce Architects Guide. It is better to perform another change to the record before it is pushed into the system, rather than saving it, assigning another change and then saving the record a second time.

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.

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?

The flow in Salesforce is defined as an application program that is responsible for the automation of the complex processes inside the business. In simple terms, we can compile it as a platform that helps in the collection of information regarding the clients and tries to assess the data for some purpose.

Reason for using the Salesforce flow

Several evaluation processes guide the kind of automation to be for a concerned task. This is mainly driven by the process that drives the data from the origin to the destination. Following are the major reasons for using a Salesforce flow –

Reason for not using the Salesforce flow

After grabbing the data on what is flow in Salesforce, here are certain situations when we should not use flows in Salesforce.

Creation of Salesforce flow

If you are willing to create a flow in Salesforce, follow the simple steps given below-

Different types of flows in Salesforce

You should know that there are many types of Salesforce flows that even don’t need any kind of interaction with the users.

Parting tips

This digital peace has guided you in all the respects about the semantics of flows in Salesforce customer 360, the customers of Salesforce and, the various tasks undertaken in a dynamic environment.


In Salesforce, the flow interview is a kind of branding example of the Salesforce flow. It is one of the applications managed and created by the admin. That minute’s traitor firstly questions you to enter/feed the details in the form of inputs and processes the information according to the semantics of Salesforce flow.


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