Introduction to Salesforce Flows

Introduction to Salesforce Flows

Welcome in Salesforce flow tutorial. This training will get you up and running in Salesforce Flows from scratch and will turn you into a Flow master. There are many different automation options when it comes to Salesforce, but none are quit as powerful as Salesforce Flow. In this session we will learn about what is flow builder and types of flow builders.

What is flow builder in Salesforce

Flow is an automation tool provided by Salesforce which can be used to perform various tasks like, Sending an Email, Posting a chatter, Sending the custom Notifications & etc. Flow is the most powerful automation tool provided by Salesforce. It can be trigger for record insert, update and record delete and it can be run for both after and before events.

Types of flows in Salesforce

Currently we have following types of Flows in Salesforce.

Type of flows in Salesforce

Screen Flow: With Screen Flow you can create a custom UI (user interface) and guide users through a business process that can be launched from Lightning Pages, Experience Cloud (previously known as Community Cloud), quick actions and more.

Record-Triggered Flow: This Flow launches when is record is created, updated, or deleted. So far, we have used Apex triggers for these automations some of which can now be done using Flows.

Scheduled-Triggered Flow: This flow launches at the specified time and frequency for each record in a batch. Traditionally we have met this kind of requirement using Apex batch jobs.

Platform Event Flow: Launches when a platform event message is received. For example, you can pump the data from external system in Platform Events and then use Flows to split and save the records in different objects. 

Auto launched Flow: Launches when invoked by Apex, Process Builder or even REST API

Flow Components

Recording.

Flow Terms

Lightning Flow : Includes tools for building, managing and running flow and processes.
Flow Builder : Point and click tool for builder flows
Flow : Application that automates business processes by collecting data and doing something in Salesforce or external System

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Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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12 Comments

  • Session completed

    • We tried our best to include real-time scenarios as an example in demo. I hope you will enjoy it. Keep learning Salesforce flow builders.

  • Easy to understand explanation and great session (thanks for useful tips during the demo though ) !

    • We tried our best to include real-time scenarios as an example in demo. I hope you will enjoy it. Please help us to spread the words

  • I have completed the session. It was very informative session, I have learnt new things. Thank you for such a great initiative

  • Session completed
    Great session by Amit.

  • Session 1 completed and looking forward to other sessions

  • done – very clear explanations

  • thanks a ton amit.I can understand the effort of making such a great session. I learned lots of things and it’s the exact base that no one highlighted in session. catching picklist values to global variable storage. I have a suggestion I design something a bit different but you would love to see it.

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