What are Salesforce Flows? | The Ultimate Guide

Salesforce Flows is a powerful tool that allows users to automate business processes and simplify tasks within the Salesforce platform. Flows are a visual, declarative way of building applications that guide users through a series of screens and actions to accomplish a specific task. In this blog, we will explore the different types of Flows available in Salesforce and their uses.

• Screen Flow: The Screen Flow is the most commonly used type of flow in Salesforce. It allows users to create a custom interface that guides them through a series of screens, gathering information and making decisions along the way. Screen Flows are useful for tasks such as data entry, lead qualification, and creating new records. They are also customizable, allowing users to add images, buttons, and other elements to create a more engaging user experience.
• Record-Triggered Flow: Record Triggered Flows are designed to automate tasks based on changes to a record in Salesforce. This type of flow is triggered by changes to a record's fields, such as when a new record is created or when an existing record is updated. Record-Triggered Flows can be used to update related records, send email notifications, or initiate a follow-up task.

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• Autolaunched Flow: Autolaunched Flows are a type of flow that can be triggered by a variety of events, such as when a user clicks a button, when a record is created or updated, or when an external system sends data to Salesforce. Autolaunched Flows are useful for integrating with external systems, automating complex business processes, and performing batch operations.
• Schedule-Triggered Flow: Schedule-Triggered Flows allow users to automate tasks that need to run on a regular basis, such as weekly reports or monthly updates. They can be scheduled to run at a specific time or on a recurring basis and can be used to update records, send email notifications, or perform other tasks.
• Flow Builder: Flow Builder is a tool within Salesforce that allows users to create, modify, and manage Flows. It provides a drag-and-drop interface for building Flows, as well as pre-built templates and components to help users get started quickly. With Flow Builder, users can create complex Flows that automate business processes, streamline data entry, and improve user productivity.

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In conclusion, Salesforce Flows provide a powerful way to automate business processes and simplify tasks within the Salesforce platform. With a variety of different Flow types available, users can create custom interfaces, automate tasks based on record changes or events, schedule recurring tasks, and more. By leveraging the power of Salesforce Flows, users can improve productivity, streamline business processes, and achieve better results.