Flow in Salesforce
- 1. Presented By : Vikas Singh Flow in Salesforce Automate your business logic in salesforce
- 2. Which Automation Tool should I Use? ❖ Salesforce provides multiple tools to automate your organisation’s repetitive business processes like : Approvals, Process Builder, Workflow, and Visual Workflow. ❖ The best automation tool for your needs depends on the type of business process that you’re automating. ❖ We recommend starting with Process Builder, especially for business processes that can be simplified to if/then statements. ❖ If the process is too complicated for the Process Builder or requires more advanced functionality, like : —> To get Information from Users or Customers and Do Something with Then create a flow by using Visual Workflow.
- 3. Terms : Visual Workflow, The Cloud Flow Designer and Flows ❖ Visual Workflow—The product that hold the process of designing, managing, and running flows. ❖ Cloud Flow Designer—a point-and-click tool that you can use to design flows. ❖ Flow—an application that automates a process by collecting, updating, and creating Salesforce data. Most often, flows are built by using the Cloud Flow Designer.
- 4. Create a Flow ✤ Before you start creating your flow, plan it out. It’s much easier to automate a business process by using Visual Workflow when you fully understand the details of your business process. ❖ Once you understand the process that you want to automate, design a flow in the Cloud Flow Designer for that process. ❖ Open the Cloud Flow Designer. From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. ❖ Drag the appropriate elements onto the canvas.
- 5. ❖ 1: Button Bar. ❖ 2: Left side panel contains three section - ❖ Palette Tab: All the elements that you can add to your flow. ❖ Resources Tab: All the resources that you can add to your flow. ❖ Explorer Tab: All of the elements and resources that you’ve already added to this flow. ❖ 3: CANVAS - Display the diagram of your flow.
- 7. Designing a Flow ❖ From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. ❖ Add a screen, where you can collect information from the user who runs the flow. ❖ From the Palette, drag a Screen element onto the canvas. ❖ General Info , Add a field, Field Setting.
- 8. ❖ Connect the two elements together by clicking the node at the bottom of the Screen element and dragging the connector to the next element. (connectors tell the flow which element to go to next.) ❖ Identify which element the flow should start at.
- 9. Enable Lightning Runtime for Flows 1: From Setup, enter Automation in the Quick Find box, then select Process Automation Settings. 2: Select Enable Lightning Runtime for Flows. 3: Save your changes. 4: Feel the lightning effect on UI.
- 10. Test Your Flow ❖ In the Cloud Flow Designer, click Run. ❖ Enter a name and phone number for a fake account, and then click Next. ❖ Verify that the test account was created.
- 11. Starts when : ❖ User clicks button or link ❖ User accesses custom tab ❖ Process starts ❖ Apex is called
- 12. Limits and Considerations for Visual Flow ❖ When designing, managing, and running flows, consider the permissions, use limits, and data issues. ❖ Maximum number of versions per flow : 50 ❖ Maximum number of executed elements at run time : 2,000 ❖ Maximum number of active flows and processes per org : 500 ❖ Maximum number of flows and processes per org :1,000
- 13. Apex Governor Limits that Affect Flows Total number of SOQL queries issued 100 Total number of records retrieved by SOQL queries 50,000 Total number of DML statements issued 150 Total number of records processed as a result of DML statements 10,000
- 14. Flow Best Practices ❖ Plan out your flow before you start building. ❖ Never hard-code Salesforce IDs. ❖ Test as many permutations of your flow as you possibly can.
- 15. “Thank You”
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