The main intention to make use of flows is to automate the complex business processes and manual data entry. With the help of flows, the applications are easy-to-use, work smarter, and are time-consuming as well. Salesforce flow builder blends well with the toolbelt, and Flows look like a rockstar when you have done with the proper configuration settings, if the flows are not configured properly, it looks like a mess. To make your task easier, we will be explaining the core concepts and configurations of flows under this Salesforce Flow builder post.
A flow in Salesforce is simply an application that automates the complex business processes, it simply collects data and then does something with the given data. Flow builder is like a declarative interface that is used to build individual flows and they can also be used to build a code type of logic without using any programming languages.
Usually, a flow can be divided into 5 categories, they are:
There are a few flows that consist of User interface elements and require input from the users. These types of flows are either launched as an action or embedded as an element on a lightning page.
These auto-launched flows launch at a specified time and require input from users. These types of flows are either launched as an action or embedded as an element on a lightning page.
These flows run the automated tasks, invoked from the process builder, from within an Apex class, from a set schedule, from record changes, or platform events.
These auto-launched flows run in the background when a record is created, updated, or deleted.
When a platform event message or notification is received, the automated flows in the background.
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First let’s talk about when we require flows, to answer this question, we need to look into the type of automation that is needed. In most cases, the type of automation to use for a specific process can be determined by evaluating where the data process originated from and where it needs to go.
Now its time to know a few benefits of using Salesforce Flows:
The following are the important steps required to create a Flow in Salesforce:
Once you are done with the required configuration, ensure that it is working properly by thoroughly testing it. Once done with the testing -> activate the flow.
Below are the steps to navigate the flow builder in Salesforce:
Navigate to set up -> go to process flow ->flows.
The image is as shown below to find the navigation
Below are the types of flow in Salesforce:
These types of flows dont require any user interaction, they never support Adding screens, local actions, choices, or choice sets. The following are the available distribution methods available are;
These flows only run from a schedule that the user sets. Moreover, these types of flows never support user interactions, screens, local actions, choices, or choice sets. The available distribution methods are;
Screen flow requires user interaction because it includes screens, local actions, steps, choices, or any dynamic choices. And the screen flows never support pause elements. A schedule-triggered flow only runs at the scheduled time and frequency.
These flows are designed to record when the record is created, updated, or deleted. These types of flows can also be configured to make any changes either before or after the record has been saved to the database servers. The following are the base-save flow elements such as assignments, decisions, getting records, and Loop. the after-save flow consists of the elements such as flow capabilities but they can't launch sub-flows.
User provisioning flows are like third-party services. Users can make use of these types of flows to provisioning configuration for a connected application, for example, like Salesforce users with google Application accounts. Users can implement this type of flow can be implemented by associating it with a connected application when running the user provisioning Wizards.
These types of flows require user interactions this is because they have composed of one or more screens.
These types of flows also require user interactions this is because they include one or more screens.
These types of flows also require user interactions as they contain one or more screens. To add this flow, use any one of the following experience builder components such as;
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In the year 2018, Salesforce has come up with an easy way to trigger a flow using a quick action button in Lightning.
The steps are as follows :
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Final words :
Flows are considered to be important things while working into the Salesforce development. The main purpose of using flow is to automate the applications to make it from complex to simpler use, and also it allows users to manually enter the data. In this Flows builder in salesforce, we have given a complete idea on how to configure the flows in salesforce, when and why to use flow builders, types of flows, and how to call a flow from a button in the Salesforce lightning. While developing this post, we also understand that without flows builder it is impossible to have easy-to-use configuration settings and to integrate the complexity of the applications into an easier one.
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