salesforce Flow and Flow Builder In Salesforce
- 1. Welcome to DeliPat IT Your Trusted Salesforce Implementation Partner
- 2. FLOW AND FLOW BUILDER IN SALESFORCE EXPERTS OFFERING SALESFORCE DEVELOPMENT SERVICES USE FLOW TO AUTOMATE VARIOUS BUSINESS PROCESSES.
- 3. What is flow in Salesforce? • Flow is an automation tool provided by Salesforce that helps in automating complex business requirements without writing a single line of code. It can automate a lot of things in Salesforce. Though flow is a bit complex to understand and implement, once you get handy with it, you can get a lot of things done with the flow.
- 4. What is a flow builder in Salesforce? Flow is the automation tool, while flow builder is a declarative or visual interface that is used to create or build a flow. Flow builder can help you build code-like logic without using a single programming language. Though you do not need a programming language to create flows, you need to understand programming concepts like variables and how logic works. Though flow and flow builder are used interchangeably, they are different.
- 5. Different Types of Flows in Salesforce In Salesforce, you can create five different types of flows. The type of flow depends upon the trigger or what calls/kickstarts the flow. • Screen flow • Schedule triggered flow • Auto launched flow • Record triggered flow • Platform event-triggered flow
- 6. Understanding flow builder in Salesforce • Go to setup • Search and click on Flows in the quick find. • You will see flows created by default in Salesforce. Click on the New Button. You can select the type of flow you want to create and Click Next. You will see a screen to choose between freedom and auto-layout Freeform– It allows you to drag and drop the elements and connect them in a way that suits your requirement. Auto layout– It gives a structured layout by Salesforce where all you need to do is fill in the details for the flow to work. • Once you select the layout, you land on the Flow canvas where the three building blocks of flow are combined to create a flow.
- 7. The building blocks of the flow • Elements– These are the individual building blocks that perform logical actions. • Connectors- These connect the elements and determine which element leads where. • Resources- these are the variables of data like numbers, records, formulae, or collections. • The elements, resources, and connectors form the building blocks of flow.
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