With the help of lightning flows, you may automate challenging business processes and time-consuming data entry (also known as flows). Using flows lets you work smarter, not harder because they spare your users' time and guarantee that the required tasks are accomplished correctly.
As a Salesforce administrator, one of your most useful tools is flows. Your sales team thinks highly of you when your flows are structured properly, but if they aren't, they could be difficult to manage or create a mess (also kind of like a rockstar).
What do flows in Salesforce mean?
A flow in Salesforce is a tool for automating intricate business procedures. In other words, it gathers data and uses the data for something.
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.
There are five types of flows:
- Screen Flows
- Schedule-Triggered Flows
- Autolaunched Flows
- Record-Triggered Flows
- Platform Event-Triggered Flows
Don't forget to check out: What are Scheduled-Triggered Flows in Salesforce?
When and Why should I to use a flow?
The tool of choice for creating new automated business processes or user-guided experiences that don't meet the complexity requirements for Apex Code is flow. Several variables should be taken into account when selecting whether to change an existing process that was created with Process Builder or workflow or migrate it to Flow if you are doing so.
Flows can send emails, provide pertinent data and solicit user input, create, update, and delete entries in Salesforce, and generate outbound messages.
When shouldn't I use a flow?
Generally speaking, you shouldn't employ a flow under the following circumstances:
- Apex code is a superior tool for managing the intricate logic involved. This is illustrated by the flow in the Overview section.
- This flow's logic is so convoluted that debugging it is a nuisance, and managing and documenting the flow is also challenging because of it.
- You are only able to build so many flows in your Salesforce edition. Note that developers can create Invocable Apex methods that can be called from a flow (similar to calling a subflow).
- By following this technique, you may delegate particularly complex operations to Apex while still giving your flow builder control over the entire procedure!
Check out another amazing blog here: Flows in Salesforce - Some Expert Tips to Take On
How to make a flow in Salesforce?
- Flow Builder, Open
- Enter "Flows" in the Quick Find box under Setup
- Choose Flows, and then click New Flow
- After choosing the flow type, click Create.
Your experience will be influenced by the kind of flow you establish. You can make use of the automatically formed global variable $Record for planned and record-triggered processes. This offers you access to all of the fields on the record (and its parent records, too!) that caused the flow. Any necessary input variables must be made by you if an autolaunched flow is created.
After setting up your inputs, you can select one of several elements to carry out your business processes by clicking the "+" button located after the start element.