Salesforce Flow enables you to construct complex business arrangements utilizing clicks, not code. Flow Builder is the most integral asset that a Salesforce Admin has available to them, giving you comparative powers that Salesforce developers have. Flow is mostly used when there is a need to do mass updates and the best part is that you can perform these mass updates across various disconnected records, or complex rationale into opportunity transformation, these are normal models for when you should utilize Flow. As an administrator, Flows will be your closest companion since you will actually want to deal with most of the perplexing business prerequisites without the assistance of a Salesforce designer.
The advantage of Salesforce Flow is that it is very easy to manage it if anyone with flow knowledge can easily understand the flow and can make changes or build it.
If you want to access the flow, this can be done by following ways:-
- Go to the Setup menu.
- Enter ‘Flow’ into the quick find box.
- Now click on it and you are ready to create the Flow.
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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.
- Connectors:- As per its name the work is also the same, they help to find out which element leads to which. In the latest Winter ‘21, an automatic way is launched which helps to perform Auto-Layout and connects the Elements together automatically.
- Resources:- They are the most basic and important part to create a Flow. They are the individual variables of data. These resources can be of many types like strings of text, numbers, records, formulae, or collections.
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.
Record-Triggered Flow: Whenever a record is created, updated, or deleted a Flow will be launched automatically. Till now in Salesforce apex trigger is used to do this kind of automation and now the best part is, it can be done with the help of Flow.
Scheduled-Triggered Flow: If there is a need to launch flow on a specified time and frequency for record in a batch so it can be done by Scheduled-Triggered Flow.
Platform Event Flow: Platform events can be also controlled and launched through the Platform Event Flow.
Auto launched Flow: Launches when invoked by Apex, Process Builder or even REST API
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Ways to Call ‘Flows’
To 'call' a Flow implies that something occurs to launch the Flow interaction. This could be a Salesforce record change, from one more interaction in Apex/Process Builder, or robotized on a common timetable.
Whenever you make another Flow, you're invited to choose the kind of Flow you wish to make.
- Screen Flow can be called through a button or action, and even it can be displayed in a Lightning Page. Screen Flow cannot be automated.
- If there is a need for automated or Schedule or frequency, this time Scheduled-Triggered Flow can be called.
- If the requirement is for full automation it can be done by Auto launched Flows. And it can be called with the help of Apex, Process Builder, or another Flow.
- When a record is created or updated or deleted then Record-Triggered Flows will be called.
- Platform Event-Triggered Flows are called when a platform event is received, similar to an Auto launched Flow.