Flow Builder in Salesforce

Flow Builder in Salesforce - Here's All You Need to Know About

Flow is a Salesforce application that automates difficult business procedures. In other words, it gathers data and uses the data for our business logic. One of the most effective tools in your automation process as a Salesforce administrator is flows. 

You may automate difficult business procedures and data entry by using lightning flows. The declarative interface used to construct individual flows is called Flow Builder. You can create code-like reasoning with Flow Builder without requiring a programming language. 

Advertisement

Example of Typical Flow in Salesforce.  

Different types of Flows available in Salesforce

  1. Screen flows
  2. Record-triggered flows
  3. Schedule-Triggered Flow
  4. Platform Event-triggered flows
  5. Auto-launched Flow (No Trigger)

 How Can I Make a Flow in Salesforce?

  • From setup, open flow Builder, by searching Flows in the Quick Find Box. 
  • Click on New Flow 
  • Select a flow type, and Create New Flow. 
  • Flow builder has many elements in the element Section. Use those elements and build your business logic. 
  • Connect the elements to define the order of execution. 
  • After that, Save the flow and activate. 

dont miss out iconDon't forget to check out: Salesforce Flow: How to Build a Flow Data Table

How and When Should I Apply a Flow?

We must first determine what automation is required in order to respond to this problem. The most common way to choose the right automation for a given process is to consider where the data comes from and where it needs to go. Think about if a flow, workflow field update, or a process would be the most effective way to do what you need to. 

  • Any record that is sent into a flow can be created, edited, and deleted.  records can pass data in a flow without having to be connected to one another. 
  • Flows can also be programmed to execute with a certain number of records at fixed time intervals.
  • The workflow field update has two possible destinations for its output: either the same record that the workflow rule was applied to or the master record of a master-detail relationship on that record. Records cannot be created, edited, or deleted by workflow rules.

Elements of Flows

There are different types of elements given: 

  1. Interaction elements
  2. Logic elements
  3. Data elements

Interaction Elements

Screen: The user interfaces for the flow screen. Information might be displayed on the screen or data about the user can be received through its use. This component is only present in Screen Flows.

Actions: External actions known as "actions" help the flow's functionality grow. Examples of action include Apex, sending emails, etc.

Sub Flow: One flow may start another.

Logic Elements

Decision: Divide the flow into parts with the help of data delivered to the decision statement.

Loop: Repeated tasks done by the loop.

Assignment: Assign or transfer the value of one variable into another variable.

dont miss out iconCheck out another amazing blog by Alok here: All About Apex Trigger in Salesforce | Learn How to Create a Trigger

Data Elements 

Create Record: Create a record using the values from the flow

Update Record: Update a record using the values from the flow

Get Record: Find a Salesforce record and store the values for later use 

Delete Record: Delete any Salesforce record

Responses

Popular Salesforce Blogs