Salesforce Flow Builder

An Ultimate Guide to Salesforce Flow Builder User Interface

Toolbox - The toolbox contains the factors and resources you use to build your go with the flow.

From the Elements tab, add new factors, like Screen and Create Records, on your go with the flow.

Advertisement

From the Manager tab, create resources, consisting of variables, levels, and alternatives, to use on your glide. Or view a listing of all factors and resources which you’ve delivered to the waft.

  1. Canvas - The canvas is the running vicinity, where you build a flow by adding elements. As you add factors to the canvas and join them together, you spot a visual diagram of your go with the flow
  2. Button Bar - The button bar presents data approximately the float, together with:
    • Whether the waft is lively or now not.
    • How lengthy ago the glide changed into saved.
    • Whether the waft has any warnings or mistakes. To see warnings or errors, click on the respective icon.

The button bar also includes buttons for running a glide: Run and Debug.

  • Run runs the most recent stored version of the glide which you have open.
  • Debug helps you to enter values for the float’s input variables and show debug info while strolling the glide. In that manner, you can affirm how the drift methods information.

dont miss out iconDon't forget to check out: Learn All About Flows and Plugins in Salesforce | The Developer Guide

Every go with the flow is made of three constructing blocks: elements, connectors, and resources.

Elements 

Each detail is a step within the glide that instructs the go with the flow on what to do. Those instructions range based totally on which type of detail it's miles. We like to consider waft factors in phrases of three one-of-a-kind buckets: displays, common sense, and moves.

Screens

Display information in your users or construct a shape to accumulate data from them with Screen factors.

Screens consist of a treasure trove of out-of-the-field components that allow you to customize how customers interact along with your flows. Display textual content or pics on your customers. Request loose-form responses, including with a textual content container, or ask customers to choose from provided alternatives, which include with radio buttons. You can actually have the person add a report via the display.

If you need extra from your glide displays, like custom navigation or a statistics desk, install 0.33-party additives or paintings with a developer to build custom ones.

Logic

Once you gather the statistics you want, what do you need to do with it? With logic elements, evaluate that fact and manage it in step with your enterprise requirements. Create branches, replace facts, loop over sets of records, or pause till a targeted time.

Logic operates only in the flow. If you use common sense elements to assess or manage records in your go with the flow, the ensuing facts can’t be accessed after the waft finishes. Use a movement to shop that fact somewhere outside of the float.

Actions

Actions educate the flow to do something out of doors of itself, consisting of inside the Salesforce database or in an outside machine. Flows can appearance up, create, replace, and delete Salesforce statistics. They also can create Chatter posts, submit statistics for approval, and ship emails.

dont miss out iconCheck out another amazing blog by Anjali here: Einstein Analytics: Data Sync Functionality Explained

Connectors

Connectors define the path that the waft takes as it runs. They inform the drift which detail to execute next.

Resources

Resources are placeholders that you reference at some stage in your float. 

Responses

Popular Salesforce Blogs