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Flows in Salesforce

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Anil Reddy Kukudala
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23 views4 pages

Flows in Salesforce

Uploaded by

Anil Reddy Kukudala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Flows in Salesforce

Flows is a powerful automation tool used to build complex business processes


using a visual interface. It allows Salesforce users to automate various tasks like
data collection, updates, decision-making, and more, all without writing code.

Types of Salesforce Flows:

1. Screen Flows
2. Record-Triggered Flows
3. Schedule-Triggered Flows
4. Autolaunched Flows
5. Platform Event-Triggered Flows

N.Veera Raghavamma
1.Screen Flows:

○ Used when you need to collect information from users through


screens.
○ Interactive, often used in user-guided wizards or forms.
○ Can be embedded in Lightning pages, used as actions, or triggered
from buttons.

2.Record-Triggered Flows:

○ Automatically triggered when a record is created, updated, or


deleted.
○ These are often used to replace or enhance Process Builder or
Workflow Rules.
○ Can execute logic like creating or updating related records, sending
emails, etc.

3.Schedule-Triggered Flows:

○ Triggered at a scheduled time or at regular intervals (like daily,


weekly).
○ Useful for processes that need to run on specific schedules (e.g.,
batch updates).

N.Veera Raghavamma
4.Autolaunched Flows:

○ Can run automatically in the background without user input.


○ Commonly used for system or back-end processes (e.g., mass
record updates).
○ Can be invoked from Apex, Process Builder, or other flows.

5.Platform Event-Triggered Flows:

○ Triggered when a platform event message is received.


○ Suitable for use cases where your flow needs to react to events
outside Salesforce.

Flow Elements:

Within the Flow Builder, you use flow elements to define the logic.

These elements allow you to control how the flow operates:

● Screens: Used in screen flows to display forms, fields, or messages to the


user.
● Assignment: Assigns values to variables.
● Decisions: Similar to "if-else" logic, allowing different paths based on
conditions.
● Loops: Allows the flow to iterate over collections of records.
● Actions: Call Apex classes, send emails, make HTTP requests, or interact
with third-party services.
● Create/Update/Delete Records: Perform CRUD operations on Salesforce
records.
● Get Records: Query records from Salesforce to use in the flow.
● Subflow: Call other flows from within the current flow, allowing modular
and reusable logic.

N.Veera Raghavamma
Flow Benefits:

● No Coding Required: Flows can be built without needing to write code.


● Flexibility: Flows can interact with almost any part of the Salesforce
platform, making them extremely flexible.
● Reusable: Flows can be reused across multiple processes, and can call
other flows (subflows).
● Visual Interface: The drag-and-drop interface makes it easy to design and
test automations.

Why Flows?

● Automate Business Processes: From simple record updates to complex


multi-step workflows, Flows allow you to automate manual tasks with ease.
● Enhance User Interactions: Create guided, dynamic experiences for
users with Screen Flows, improving data collection and engagement.
● Connect Systems & Data: Seamlessly integrate with other Salesforce
products and external systems, ensuring data flows across platforms.
● Boost Productivity: Eliminate repetitive tasks and reduce human error
with triggered flows that run behind the scenes.

N.Veera Raghavamma

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