Lighting flow is one of the most powerful and greatest automation tool available in Salesforce CRM. It helps you to solve complex business problem’s quickly and easily without the trouble of learning how to code or relying on a developer. The Flows help reduce the amount of time end users require to input data and at the same time making sure the required tasks are accomplished correctly. Flows are able to perform complex data manipulations based on the data received from user interaction or from existing records. In my opinion, flow is a future of Salesforce.
Lightning Flow: Build, manage, and run flow.
Flow Builder: Interactive canvas that allows for clicks not code to create your Flow
Flow: Application that automates complex business processes by collecting data and then reusing it elsewhere.
There are five different types of flows that are available in Salesforce.
- Screen Flows – Screen Flows that have a UI element and require user interaction because it input from users. These types of flows are either launched as an action steps, choices, or dynamic choices.
- Schedule-Triggered Flows – Schedule-Triggered Flows runs automatically in the background at a specified time and frequency for each record in a batch. It does not need user interaction.
- Autolaunched Flows (No Trigger) – Autolaunched Flows (No Trigger) doesn’t need user interaction. Autolaunched Flows launches when invoked by supports Processes, custom apex classes, Rest APi, web tabs, custom button or custom links and visual force pages. This Autolaunched Flows runs in the background.
- Record-Triggered Flows – Record trigger flow launches when a record is created, updated or deleted. This Record-Triggered Flows runs in the background
- Platform Event-Triggered Flows – When a platform event message is received. This Platform Event-Triggered Flows runs in the background.
This video will teach you everything you need to know about types of flows.
Speaker: Andrew Fragias | Product Manager
Flow Resources and Elements
A Flow resource represents a value that you can reference throughout the flow. You can find all the resources under the Manager tab in flow builder. There are many types of resources available. Such as, Variable, Constant, Formula, Text Template, Choice, Record Choice Set, Picklist Choice Set, Stage, etc.
Variable – Variable store a value that can be changed throughout the flow
Constant – Constant store a fixed value that you can use throughout a flow.
Formula – Formula calculates the value when we use in the flow.
Text Template – Text template store text that can be changed and used throughout the flow.
Choice – Choice creates a different types choice options, such as a Radio Buttons or Multi-Select Picklist component and use in a screen component
Record Choice Set – Record Choice Set generate a set of choices by using a filtered list of records.
Picklist Choice Set – Picklist Choice Set generate a set of choices by using the values of a picklist or multi-select picklist field.
Stage – Stage resource to show progress through the flow screen element. It is possible to reference the stages in the flow login, ex. Upload document, Tell us about your work experience, Booking confirmation, etc.
There are different types of elements that are available in Flow. Each element represents an action that the flow can execute. Such as, Screen, Actions, Subflow, Assignment, Decision, Loop, Create Records, Update Records, Get Records and Delete Records.
Screen– Collect information from users who run the flow or show them some information.
Actions – Perform an action outside of the flow, such as send an email alert, post to chatter, submit for approval, etc.
Subflow – This element launches another flow that is available in our org. It is called reference flow.
Assignment – Assignment elements set the value in variables, such as collection variables, record variables, record collection variables, and global variables
Decision – Decision elements evaluate a set of conditions. Such as If and then.
Loop – Loop element gives you the ability to choose the SObject Collection we want to pass through a series of elements.
Create Records – Create a Salesforce record using values form the flow.
Update Records – Update a Salesforce record using values form the flow.
Get Records – Find Salesforce records and store their field values to use later in the flow.
Delete Records – Delete any Salesforce record.
Check out the below and learn Flow Resources and Elements. How does it work in Flow?
Speaker: Andrew Fragias | Product Manager