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Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements.It is not only easy to create, but also it does not require any coding.

salesforce-flow

Flows can be created from Setup,enter Flows in the Quick Find box,then select Flows,and then click New Flow.

sales-force-new-flow

there 2 main types:
Screen Flows:

as the name suggests includes screen element to gather information from a user, this means that the flow type requires a user interaction. This type of flow can be accessed in a number of places: custom button; custom link; direct URL, Visualforce Page, or Salesforce app action.
Autolaunched:

Run in the background with no need of user interaction. It still can run everywhere that Screen Flows run,in addition, we can run it from process builder and Apex.

Salesforce-flow-example

There are 3 main “building blocks” of the flow, as seen in the screenshot:
  • Elements represent actions that are executed in the flow;
  • Connectors define which path the flow takes;
  • Resources are the values that can be referenced anywhere in the flow
On the left side of the Flow Builder, we get 2 tabs: Elements, Manager;
Elements:

Elements gives access to a number of elements that can be used to build the logic. The main elements are as follows:
Interaction:

  • Screen: Users can interact with the Flow only through this element. It lets the flow -collect information from the User and pass it to other elements for processing
  • Action: These are Apex Action like Send Email,Post to Chatter etc.
  • SubFlow: Call another flow from flow
Logic:

  • Decision: helps to determine the direction of the flow
  • Assignment: can set, change, add values of/to variables
  • Loop: iterates through the values of a collection variable
Data:

Record Create/Update/Get Record/Delete – the names speak for themselves.
Manager:

Manager gives access to a number of Resources that can be used to build the Flow logic.

Resources:

these are used to collect, store, and pass the data within or outside of the application. Based on the demand we can choose one of the resources below:

Variables:

changeable resources that can be updated within the flow, or from outside (passing value thru URL, Visualforce page). Used for passing values throughout the flow;

Record Variables:

changeable resources where we can store a record of a specific object type, when stored in record variable all the fields of that record can be accessed through the same variable;

Record Collection Variables:

stores multiple records of a specified object type, this resource can be used to Delete, Update, and Create records;
  • Stage: that used to indicate the Stage of the process/flow where the User at;
  • Formula: dynamically creates a value with the help of other resources in the flow;
  • Constant: fixed value, can be used throughout flow;
  • Record Choice: a very powerful resource. Shows a filtered list of Salesforce records to the user, and stores one record that the user chooses;
  • Choice: individual choice option;
  • Text template: Formatted text, the best part of this, html code can be used here ;
  • Picklist choice: Salesforce picklist or multi-select picklist can be stored here for use in the flow;

Use Flow Builder to:

  • Automate a guided visual experience.
  • Add more functionality for a behind-the-scenes process than is available in Process Builder. Use Flow Builder to build the more complex functionality. Then call the resulting flow from the process.
  • Start a behind-the-scenes business process when a user clicks something, like a button.
For example, when an opportunity is won, your company wants a renewal opportunity to be created automatically. You can build parts of that use case as a process, but the rest has to be built in a flow.





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