Your Guide to Salesforce Flow
Introduction
Flow is a platform by Salesforce that allows you to automate complicated business tasks, though instead of code you’re going to be using clicks to make these flows.
Moreover, flows are easy to maintain because anyone with knowledge about flows will be able to handle them pretty well.
As a result, many of your daily tasks can now be automated with salesforce flow, this might improve efficiency as your employees can now focus on other important tasks.
Type of Flows in Salesforce
Flows without Trigger
They are not supported by displays, actions, choices, or choice sets, and they don't require any input.
The following are the available distribution methods:
Flows with Scheduled Trigger
They are not supported by displays, actions, choices, or choice sets, and they don't require any input.
The following are the available distribution methods:
Screen Flows
Screen flows, which contain screen, local actions, steps, choices, or necessitate user input. They don't support Pause elements, and schedule-triggered flows can only run at the time and frequency specified in the schedule.
Auto-Launched Flows with a Record Trigger
When a record is created, updated, or removed, these routines are meant to make simple changes to it fast. They can also be set up to make those modifications before or after the record is saved in the database. Assignment, Decision, Get Records, and Loop are all supported in a before-save flow. All flow capabilities are available to after-save flows, but they cannot launch sub-flows.
User Provisioning Flow
Users are provisioned for third-party services through user provisioning flows. These processes can be used to adjust a connected app's user provisioning setup by connecting Salesforce users to their Google accounts. When using the User Provisioning Wizard, the only way to construct a user provisioning flow is to attach it to an app.
Field Service Mobile Flow
As they feature one or more screens, these flows necessitate user input.
Field Service Embedded Flow
As they feature one or more screens, these flows necessitate user input.
Contact Request Flow
As they feature one or more screens, these flows necessitate user input.
These Experience Builder components can be added to this flow:
Recent updates in Salesforce Flow:
1. Flow Debugging - Debugging now lets you run the flow as another user, and access the pause and failed flows without worrying about looking for the fault e-mail.
2. Auto Layout(beta) - Flow now works with the auto layout feature which automatically shifts the element to where they’re supposed to be.
3. Discover Failed Flows - There is no need to run through your e-mails to discover failed flows anymore, you only need to check the “All failed flows list” to find failed flows.
4. Multi-column screen - You can now add multiple columns in flow screens and place fields along with it allowing you to have a user-friendly layout.
5. Preview more standard components - Earlier, some elements were not able to be previewed in screen flow such as e-mail, phone, and lookup. But now you’ll be able to preview many of those elements.
6. Control on Picklist - After the summer’21 release, you now have the choice to uncheck the required box in the menu for the picklist element.
Why do you need to use Salesforce Flow?
As mentioned above salesforce flow lets you automate various daily tasks, though it’s different from any other automation software.
You get access to some automation tools like formulas, validation rules, flow, processes, and apex. Further, you also have a few specific tools such as escalation and auto-response rules. If you need to build a flow or not majorly depends on the type of business you’re automating.
Conclusion
Flow is a step taken by salesforce to get the future-ready, in the upcoming few years automation will be used by every business to automate various tasks for their business.
Salesforce Flow is a non-coding platform but it can still be pretty technical to use you might need help from an expert consultant and we would only recommend the best one’s like us, for more information you can contact us at Cymetrix Software.