Salesforce Flow - A Brief Guide You Should Check

In today’s world we all want things to get done in less time, we all want speed. While handling a client, company wants to give them best user experience so that in just few clicks whole work gets done with ease and Salesforce flow is something which help us achieve the same. 

Salesforce Flow

It is basically a Salesforce product which offers different tools to automate the processes. There are two point and click automation tools in Salesforce flow: Flow Builder and Process Builder. Now, let’s take a look at these tools. 

Flow Builder: Want to make flows to do process automation? If yes, then flow builder is here to help you out. 

process automation

dont miss out iconDon't forget to check out: Rollup Summary for Account Hierarchy with Flow | Salesforce Developer Guide

Process Builder: Process Builder lets you edit the existing processes. 

Process Builder

There is another tool called Approval Process. However, it is not included in the Salesforce Flow, but it can be used to automate something that Salesforce Flow can’t. 

Which One Should I Use?

You can use any of them depending upon your business requirements 

  • Have you ever seen a wizard that guides you how to install an application? Do you want to create a guided tutorial or a wizard with screens? Then you can use Flow Builder. It provides many components and you can also add custom lightning components as well to your screens. 
  • If there are some Behind-the-scenes automation, then you can use Process Builder for existing processes, Flow Builder and Apex also depending upon your business requirements. 
  • If there is any approval automation i.e., if your business process determines how a record gets approved by the right stakeholders then Approval is the right tool to do that. 

dont miss out iconCheck out another amazing blog by Tanya here: Optimization of Salesforce Org - Everything You Need to Know

When to Use?

Confused? Let’s take a quick look on their use-cases. 

  • Flow Builder: 
    • For automation of a guided visual experience. 
    • To start a business process like when a user clicks on button or something, when a record is created/ updated/ deleted, when a platform event occurs etc. 
  • Process Builder: It has some functionality similar to Flow Builder. If you are familiar with it or if there are some existing processes then use it. However, for a new process prefer Flow Builder as it is recommended by Salesforce in such scenarios.  
    • When a record is created. 
    • When a record is updated. 
    • When a platform event occurs. 

So, this was a quick introduction of Salesforce Flow which can clear the basic concepts behind the Salesforce Flow tools. Hope it did! 





Popular Salesforce Blogs