Salesforce flows is one of the most useful tools in a Salesforce administrator’s toolbox. Salesforce flows, when properly configured, help you in simplifying complex business procedures. If not, a mess may result.
Salesforce has declared that Workflows and Process Builder will no longer get upgrades to the products after 2023 due to their deprecation. According to this news, Salesforce Flow Builder is the only source of code-free business process automation. We wouldn’t be able to make new workflows or process builders after 2023, but we could make changes to the ones that already existed.
Let’s discuss the fundamentals of Salesforce flow and functioning.
What is Flow in Salesforce?
One method for automating complex company processes in Salesforce is called a flow. In a nutshell, it gathers information and then acts upon it.
The declarative interface for creating individual flows is called Flow Builder. Without the need for a programming language, code-like reasoning may be constructed with Flow Builder.
Without learning the programming language, tasks may be completed using the flow builder. Flow builders, for instance, can automate tasks that require looping across data, querying many objects, or generating and altering irrelevant entries. External systems can also be accessed by flow builders.
How to Use Flows in Salesforce?
You may automate complicated business operations by following a set of steps when creating a Salesforce Flows. To assist you with the process, below is a detailed guide:
Step 1: Open Flow Builder
Step 2: Understand the Flow Context
Step 3: Set Up Inputs
Step 4: Add Elements to the Flow
Step 5: Save Your Flow
Step 6: Test Your Flow
Step 7: Activate and Distribute
Different Types of Flows in Salesforce?
Different data may be used, different actions can be taken, and different salesforce flows may exist. They can assist you in automating every task associated with client management for your business by using various events.
Thus, we will look at some of the primary Salesforce flow types in this section:
- Record-Triggered Flow
- Schedule-Triggered Flow
- Autolaunched Flow
- Screen-Triggered Flow
- Platform-Triggered Flow
So these are a few types of flows in salesforce, and let’s understand these types of flows in salesforce in detail,, as follows:
Record-Triggered Flow
Any change made to a record, whether it be creation, updating, saving, or deletion, initiates this flow. When removing a contact, for instance, you may utilize it to remove all related entries. The action itself can be initiated in a variety of ways, either before or following the trigger, whenever changes occur, or following the fulfillment of certain requirements.
Schedule-Triggered Flow
That one is quite self-evident and operates precisely as it sounds: on time. For example, you may need to build up a flow and choose a date for it to be activated to automatically send congratulations messages to your clients on this Diwali festival.
Autolaunched Flow
The term “auto launched flow” refers to a flow that starts up automatically, indicating that no data entry is required. In this case, you don’t communicate with people, and consumers are unaware of the specific action that starts the flow. Additionally, Autolaunched Flow is the source of all subsequent flow kinds.
Screen-Triggered Flow
You can find out more about your clients by using screen flows. Users can enter their data on the panels they present. Thus, Screen Flow may be used to automate data collecting and promote customer outreach.
Platform-Triggered Flow
These flows are triggered by various Platform Events, which are activities carried out by the platform. Suppose that there are issues with your platform’s ability to process a user’s payment. In this case, you may need to construct a Platform Event-Triggered Flow so that your CRM can notify your technical staff to determine the reason for the mistake.
Hope, you understand about types of flows in Salesforce.
Lighting Flow in Salesforce
Salesforce offers a wide range of automation tools, but none are quite as potent as Lightning Flow. In contrast to the relatively simple “If/then” logic that workflow rules and a process builder give us, flows enable us to use a graphical user interface (GUI) to attain complexity levels that are comparable to bespoke code. The sorts of flows, recommended practices for flows, and some intermediate ideas that might help you succeed will all be covered in this post!
Delete Flow Salesforce
Salesforce flows facilitate work automation and enhance user experience. You might occasionally need to eliminate outdated or unnecessary flows. Fortunately, Salesforce provides many methods for removing these processes based on your requirements.
Salesforce Flow is a quite accessible and helpful feature, as you can see. However, we are aware that not everyone is interested in going into the specifics and solving the problem independently. It’s easy to construct the salesforce flows, but it’s easier to have someone else do all the work for you. You may be confident that everything will function as it should if you need assistance comprehending or controlling your flows. Simply get in touch with the Proskillshub team today.